THE INVESTMENT APPROACH OF CALVIN TAN

HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan Research (Reposting from Year 2017 Article)

calvintaneng
Publish date: Mon, 24 Feb 2020, 11:34 PM
calvintaneng
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Hi Guys,

I have An Investment Approach I which I would like to all.

HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan

Author:   |    Publish date: 

 

 


 

As We Know By Now There Is Such A Phenomena Called Tsunami. 230,000 people died in the 2004 Sumatran Tsunami & Year 2011 another 20,000 got killed by the Japanese Tsunami.

A Financial Meltdown is likened to A Tsunami in its Similarities – Swift, Sweeping & Destructive With Little Time For Escape.

So We Need To Prepare Well A Head of Time.

There Are 7 Ways To Prepare For A Financial Crisis Just Like 7 Ways Of Protection Against A Future Tsunami

1) BUILD HIGH SEA WALL ALONG THE COAST

In certain part of Japan Huge Walls Are Built To Prevent The Next Tsunami from crashing in. So we must build up Walls against the onslaught against another Financial Crisis. Malaysia, Singapore, Thailand, Indonesia Have Built Up A Huge Wall of Foreign Currency RESERVES Against any future onslaught by Currency Speculators

2) RUN TO HIGHER GROUND

At the sound of siren – leave everything and Run To Hill or Higher Ground.
Park Money where there is higher level of safety. Put money in safest instrument like bonds, Safe & Sound Banks Like Public Bank in Malaysia. Also park money in safe countries like Switzerland and Singapore.

3) Stay Inland or Live As Far Away From The Sea As Possible

Stay away from all kinds of investments with exposure to danger if you can. Just hold on to the safety of diversified Cash in Different Currencies. Return OF capital is now far more important than return ON capital.
So stay safe.

4) BUILD SOLID BUILDINGS WITH STRONG FOUNDATIONS.

If you really need to live and work by the shores as a calling like Fishermen, Sea Food Manufacturing or all things related to the Sea then Invest More On A Stronger Building. When Tsunami hits Your Building Will Stand Tall & Be A Place of Refuge While All Other Rickety Buildings Are Swept Clean Away Into The Sea.

In Investments seek out Rock Solid Companies with High NTA (Net Tangible Assets). These Rock Solid Stocks or Businesses With High CASH RESERVES Will Withstand any Financial Crisis.

5) GO ABROAD TO SAFER COUNTRIES

This is What Some Japanese Are Doing. They Have Moved To Taman Molek, bought up entire block of Condo & called it
“LITTLE JAPAN” Here in Iskandar – Free From Earthquake, Typhoon or Tsunami The Happy People Will Never Again See Anymore Tsunami.

So in Times of The Greatest Danger or Crisis Human & Capital Flight Is Really The Last Resort. That’s how Millions of Chinese left for Foreign Shores Due To The Great Famine in China. CASH Flee Corrupt Nations With Crashing Econominies.

6) STAY AT SEA FOR SAFETY – HEDGE FUND IS THE EQUIVALENT.

Tsunami means “Harbour Waves”. The Waves Are Generated By Earthquakes in Deep Sea. These Waves gather momentum as its speed towards the shorelines. So Ships Out in Open Seas away from the shores are generally safe.

Hedge funds have the ability to buy or short sell shares or anything. One example: During the Asian Financial Crisis Car Sales Vaporized in Malaysia. And Car Prices Collapsed. One Importer has a consignment of New German cars in a bonded Ware House. (A bonded warehouse is a place to keep imported cars where Duty Has Not Been Paid & The Car is not yet officially registered.)

Seeing there is no demand for his New German Cars he decided to sell them to another country not in crisis. To his glad surprise when he bought those German cars the Ringgit was still strong & when he sold the Ringgit has collapsed against the German Deutsche Mark. So he made a surprise windfall from currency difference.
Hedge Funds Have This Ability To Make Money in all markets.

George Soros Quantum Fund Motto

——-“STAYING AHEAD OF THE CURVE”——- Is An Appropriate Idiom.

 

7) GO AIRBORNE

Those on planes, in hot air balloons or up in helicopters

These not only escape the Tsunami but is able to see and take photos/videos of the ongoing Tsunami. Some even provide vital warnings & rescue works.

These Are Successful Investors Who Are Already Well Prepared Ahead of Time. During The Great Depression of 1929 – 1939, outstanding Tycoons, Churches & Philanthropist gave out free food & soup to the masses.

Wise Investors & Wise Governments Will Be A Help Some Day To Future Ignoramus Who Live In Danger of Another Real or Financial Tsunami.

But why look for hand outs? Be Wise & Prepare Yourselves Now.

A NEW FINANCIAL TSUNAMI IS COMING. IT IS ONLY A MATTER OF TIME

SO BE PREPARED!

Calvin further comments dated August 8th 2017

THESE ARE THE STOCKS WHICH OFFER SOME PROTECTIONS

1) UTLITY STOCKS WHICH ARE NECESSITIES

PBA. Water is a basic necessity of life. No matter how bad times are you still need to bathe & drink water. All might cut down on luxuries and non essential wants. But without water for one week we die. So PBA is ROCK SOLID (NOTE: INTERNET CONNECTION NOW DESIGNATED AS A UTILITY!)

2) STOCKS WITH NET ASSETS & NET CASH POSITION

OPCOM has 20 SEN CASH. Job Awards of Rm300 millions will garner another 30 profits. This was the only one stock I kept in year 2007/8 during the LEHMAN BROTHERS' CRISIS.

At its bottom of 30 sen Calvin & Johor Buddies bought only this one Tsunami Shaltered Stock. Totally insulated & isolated from crisis. With Job Awards  of Rm359 millions OPCOM later gave us a nice 22.5 sen CASH PAY OUT PLUS Another 11 sen later - making it a very juicy 33.5 sen.

So those Johor Buddies who bought OPCOM at 30 sen have escaped the Crisis of 2007/8. Not only that, all have received 33,5.

That means that after deducting Cost of 30 sen purchase price - Now holding OPCOM FREE FOR LIFE. Plus 3.5 sen CASH Payout.

Now Calvin & Johor Buddies are buying even more OPCOM Shares below 60 Sen

Above was posted on August 8th, 2017

 

ADDITIONAL COMMENTS ON OCTOBER 2ND 2019

HOW EERILY SIMILAR LIKE YEAR 2009 - 10 YEARS AGO CALVIN WAS HOLDING ONLY ONE STOCK CALLED OPCOM AFTER THE 2008 SUBPRIME CRISIS

TODAY GOT BAD NEWS EMANATING FROM HONG KONG = ONE PROTESTOR WAS SHOT BY LIVE BULLET

OVER IN USA THEY WANT TO IMPEACH DONALD TRUMP

THESE ARE VERY UNCERTAIN TIMES RETURNING AGAIN!!

AND EERILY SIMILAR IS OPCOM. IN YEAR 2009 TELEKOM AWARDED RM359 MILLIONS JOB ORDER FOR FIBER OPTICS FROM OPCOM

NOW EXACTLY 10 YEARS OR A DECADE LATER PH GOVT IS IMPLEMENTING NFCP NATIONWIDE FIBERISATION WORTH RM21.6 BILLIONS (ALL IN RM50.3 BILLIONS)

OPCOM WAS OUR TSUNAMI SHELTER STOCK THEN

AND OPCOM WILL BE OUR TSUNAMI SHELTER STOCK NOW!

BEST REGARDS

Calvin, Singapore

 

 

 

Discussions
1 person likes this. Showing 10 of 10 comments

calvintaneng

Fiberisation is Malaysia own internal work

Insulated from lightning strike

Isolated from coronavirus

World market crash cannot stop fiber jobs

Cash is allocated with Telekom for Rm10.8 billions

Other Telcos combined Rm10.8 Billions

Fixed for 5 years

Telekom tenders ongoing

This is it.

Now is the time to hide in safety

2020-02-25 01:34

ahbah

I just pray Ah Sing got able to rescue us. Thanks Ah Sing.

2020-02-25 01:36

apolloang

everytime u kena trapped with so many counters how to escape? I escaped not u.....hehe

2020-02-25 01:45

GooShem

sorchai, when market crash, all stocks even good FA will drop as well ... else we wont call it stock market crash. but once selling is done, buying will flow in ...

2020-02-25 05:30

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Poor calvin

From 2% networth in stocks in past, calvin ŕecently increased this to 15%.

Sunday was a Black Swan Malaysian event. Yesterday Dow dropped 1000 points.

calvin ĺiked gruesome stocks. With more bargains appearing, he should be stock picking the wonderful companies....if he still has the cash.

2020-02-25 07:51

calvintaneng

Tsunami sheltered stocks are Nfcp related as Govt has set aside Rm50.3 billions for FIBERisation thrust

2020-02-25 08:57

calvintaneng

LAST TIME NAJIB TOTALLY NEGLECTED OPCOM BECAUSE DATUK MUKHRIZ OPPOSED HIM

HE GAVE JOB TO GKENT HIS GOLF BUDDY

SO GKENT PROSPERED WHILE OPCOM LANGUISHED

THIS IS VERY UNFAIR

NOW GOVT SHOULD GO AFTER GKENT TO RECOVER THE SIPHONED MONEY

OPPOSITION SHOULD REALISED HOW BADLY OPCOM PERFORMED FOR MANY YEARS DUE TO OPPRESSION BY NAJIB GOVT

NOW MUST LET OPCOM PROSPER

THIS IS ONLY JUST BECAUSE IF MALAYSIA GOT RM50.3 BILLLIONS FOR FIBERISATION AND OPCOM BEING THE LARGEST OPTIC FIBER MANUFACTURER SHOULD BY RIGHT BENEFIT

WHY LET OTHERS PROSPER & LET MALAYSIAN HOME GROWN OPCOM SUFFER?

OPPOSITION ARE BLINDED BY JEALOUSY

NEVER THINK OF MALAYSIAN OWN WORKERS

BETTER WAKE UP

INVEST IN OPCOM

SUPPORT OPCOM

SUPPORT MALAYSIA!!

2020-02-25 10:05

calvintaneng

QL AT RM8.30 IS AS BLOATED AS DLADY WHEN IT WAS RM76.00

QL BUSINESS LOOKS ON SURFACE GROWING

A DEEPER LOOK INTO ITS BALANCE SHEET & BUSINESS QUITE GRUESOME

1) REVENUE INCREASED BY 13% BUT OPERATING PROFIT DECRESED BY 2%

LIKE DLADY QL HAS TO WORKER HARDER DUE TO COMPETITION BUT PROFIT EVEN DOWN FURTHER DUE TO NO PRICING POWER

MYNEWS & 7 ELEVEN SELLING FOOD AT CHEAPER PRICES CAPPED QL FROM INCREASING ITS PRICES

2) ALREADY SO STRESSED BY HIGH TURNOVER WITH LESSER PROFIT NOW CORONAVIRUS IS IMPACTING ITS BUSINESS

SEE

B3 Prospects for the year ending 31st March 2020
Covid-19 is likely to impact Q4 performance, however the management will still strive to achieve double digit growth for FY2020 against FY2019.


3) THIS CORONAVIRUS ALREADY IMPACTED CASH FLOW OF NEW FAMILY MART FRANCHISE BUSINESS AS ITS RECEIVABLES INCREASED

Other receivables, assets and prepayment FROM RM106.493, MILLIONS TO RM180.968 MILLIONS (IOU UP BY RM74 MILLIONS)

AND THIS IS FOR QUARTER REPORT OF OCT TO DECEMBER 2019 (JAN TO MARCH 2020 WILL BE VERY BAD AS CORONAVIRUS WILL FURTHER IMPACT SALES OF FAMILY MART BUSINESS ESP IN SHOPPING MALLS)

IF THIS CONTINUES FRANCHISEES WILL DEFAULT ON RECEIVABLES

4) SO IF YOU TAKE OUT RM74 MILLIONS FROM RM76 MILLIONS REPORTED PROFIT THIS QUARTER QL ACTUALLY MADE IN TOTAL CASH IS ONLY A MERE RM2 MILLIONS

REALLY GRUESOME THAT QL HAS RM1 BILLIONS DEBT BUT A REAL NET CASH PROFIT OF ONLY RM2 MILLIONS

5) CALVIN ALREADY WARNED BEFORE AND NOW I WARN AGAIN

QL IS NOW TOTALLY BLOATED IN ITS SHARE PRICE

WITH HIGH DEBT COMES HIGH INTEREST COST JUST ONE QUARTER ALONE IS RM13 MILLIONS!!

WITH CORONAVIRUS IMPACTING FOOTFALL IN SHOPPING COMPLEXES QL INVENTORIES OF UNSOLD FISH, CHICKEN & OTHERS WILL CONTINUE TO PILE UP

ITS SAVING GRACE FROM HIGH CPO & FERLITIZER IS ALSO A ONE OFF AS CRUDE OIL FALLING WILL DRAG DOWN CPO. VIRUS IN CHINA WILL SLOW DOWN FERTIZER USE IN DURAIN AND OIL PALM PLANTATION

WHILE ITS BUSINESS MIGHT COME TO A STAND STILL ITS DEBT LOAD OF RM1 BILLIONS WILL PILE UP

SO QL IS FIGHTING A VERY GRUESOME UPHILL BATTLE

WHERE IS BLIND 3iii? NEVER WARN SORCHAI HERE?

CALVIN ALREADY WARNED AND WARNED ABOUT FINANCIAL TSUNAMI

HIGHLY POPULAR 1.99 SHOP IN SINGAPORE FAILED BECAUSE OF SARS

WILL CORONAVIRUS BE THE UNDOING OF QL THRU ITS EXPANSION IN FAMILY MART BUSINESS IN A TERRIBLE TIME?

BLOATED WITH HIGH DEBT (JUST ONE QTR INTEREST IS RM13 MILLIONS)

PILING UP RECEIVABLES

BETTER SELL ALL QL AND RUN NOW!!

2020-02-28 00:47

GooShem

sohem, stock market crash none stock will survive

2020-02-28 05:17

calvintaneng

Correct

Stock market crash is like a tsunami

Swift, sweeping and shattering!!

Some stocks more exposed will collapse by up to 90%

Only the few tsunami sheltered ones will survive

So find the safest ones and hide there till the storm is over.

Those that failed be prepared will get wiped out !!!

2020-02-28 06:17

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