THE INVESTMENT APPROACH OF CALVIN TAN

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

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Publish date: Tue, 10 Mar 2020, 09:49 AM
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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

 

LATEST UP DATES

SINCE PM MUHYIDDIN SAID HE WILL CONTINUE WITH TUN DR M BUDGET

NFCP STILL ON

SO?

BUY NETX, OPCOM, REDTONE, BINACOM & CMSB

FOR OIL AND GAS STOCKS THIS ONE VERY DEFENSIVE

T7 GLOBAL

Wahaha!!!

Why T7 global only dropped 16% while Velesto dropped 50% today ?

For genuine Investors only

Naysayers please go away

Answer now:

1. Because Velesto is in oil rig rental for extraction of oil. Since Saudi, Russia and Us shale go into price war there might be a huge glut of surplus oil. As such Petronas might scale back oil exploration and oil extraction
This will hit velesto, sapnrg and others

But T7 global has secured jobs for subsea and topside maintenance

This is to service and take care of Petronas Carigali, Vestigo and Repsol Trillion ringgit oil platform and oil cities already set up

Like this:

If tourism business is bad you don"t buy more cars or coaches to transport people

But you still need to maintain the fleet of vehicles already purchased or else they will get rusty or break down . So maintenance is always needed.

2. Today T7 management think T7 is oversold
So company is buying back T7 shares as high as 34 sen

3. Directors of T7 have bought millions above 45 sen to 55 sen and still holding firmly

4. The locked in jobs are very long term for 5 to as long as 10 years
So in cyclical oil demand T7 will surely rebound higher one day

5. One more thing. Unlike Dayang, penergy and Carimin which have gone up in a bull run T7 global is still a laggard

And with progressively good results T7 global will rise up steadily

Calvin Tan Research thinks at 34 sen T7 global is very attractive and undemanding

Please do not contra play. If buy prepare to pick up and hold

Happy investing

Regards
Calvin

COMPANY ALSO CASH RICH AND SUPPORTING BY SHARE BUY BACK

 

 

Discussions
Be the first to like this. Showing 10 of 10 comments

calvintaneng

Yes stay very safe in stocks with

High Cash or high net assets

Little or minimal debt

With insulated defensive businesses

In their upcycle

Not owned by speculators under high margin account

With company insiders holding firm

With buyback support from company cash Hoard

All these qualities will give cushion from price falls

Regards
Calvin

One more thing

Price must be selling with high margin of safety due to deep discount to nav

Best is when prices are at their all time low

2020-03-10 10:14

calvintaneng

For Nfcp

Best of the best

Netx
Opcom
Redtone

For Ogse

T7 global
Scomies now oversold
Icon is worth taking a look as it is so bombed out

2020-03-10 10:16

Beary

This MF calvin himself drowning still want to teach people how to escape.

True blue madafakker.

2020-03-10 11:15

Beary

Don't forget there are virus waiting for you madafakker.

2020-03-10 11:16

Johnchew5

Scary loh Scomies 0.016 (0.08/5 ) ..

2020-03-10 17:10

calvintaneng

Sorchai beary go hibernate in Batu cave

2020-03-10 18:42

calvintaneng

No scary as scomies will follow mp corp rebound

2020-03-10 18:43

calvintaneng

Hide in safety of cash

2020-03-17 09:57

calvintaneng

Hide in safety of high net assets that can be sold for cash in times of need like now

2020-03-17 09:59

calvintaneng

Avoid high net debt company like Zelan

2020-03-17 09:59

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