THE INVESTMENT APPROACH OF CALVIN TAN

MORE TOP VALUABLE INVESTMENT SECRETS MY JOHOR SIFU TAUGHT ME (Part Two), Calvin Tan

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Publish date: Sat, 11 Mar 2023, 12:49 PM
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Hi Guys,

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

Dear friends,

We posted this earlier


TOP 10 VALUABLE INVESTMENT SECRETS MY JOHOR SIFU TAUGHT ME (5) RIDING ON COMPANY SHARE BUY BACKS & INSIDER BUYS, Calvin Tan

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

Hi Guys,

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

Hi Guys,

Publish date: Wed, 15 Dec 2021, 01:33 PM
" data-bs-html="true" data-bs-original-title="" title="" style="box-sizing: border-box; color: rgb(13, 110, 253); text-decoration: none;">calvintaneng

Dear Investors (10%),

Why Investors (10%)?

Answer: Because only 10% out of 90% Market Players will eventually make money from the Stock Market called KLSE

Yes! From Remisers of KL, Melaka & Johor all Remisiers & Fund Bosses said only 10% of their clients made money and 90% lost

 


So Calvin is addressing this small minority 10% who will succeed and will most probably agree with what Johor Sifu's adivise.

Rest who chase Hot Air Balloon Stocks year in year out will eventually lose money


Or you may view this on Comments later



Now For More INVESTMENT SECRETS


1) SHARKS WILL PUMP UP SHARES TO SELL TO SUCKERS & FOOLS BUT LATER CREATE LAW SUITS AND BAD NEWS TO RAM DOWN SHARES SO AS TO BUY BACK CHEAP


This was a surprise to me in year 2016 (17 years ago) when he mentioned this secret


Now Calvin sees all coming true. Many stocks AFTER BEING PUSHED SKY HIGH & DUMPED TO UNWARY PUNTERS

INSIDERS/SUBSTANTIAL SHARE HOLDERS SOLD OUT COMPLETELY & NO LONGER IN SUBSTANTIAL HOLDER


Then the Horror of Market Crashing when News of Law Suits are out!

At this bad news those who bought high earlier are forced to sell these highflying shares  back cheap for them to collect back


My Johor Sifu words, "You will be FORCED TO SELL THEM BACK AT HUGE LOSS LATER!!"


YOU WILL SELL BACK TO THEM CHEAPLY

YOU WILL BE FORCED TO SELL BACK TO THEM CHEAPLY


BUT FOR MANY THEY WON'T LISTEN AS THEY ARE DESTINED TO CHASE HOT AIR BALLOON STOCKS WITH FULL EXCITEMENT


SO BEST NEVER TO JOIN IN HOT PUMP AND DUMP OPERATION

Of Course No One will Bother as The Urge To Punt & Greed over is over powering


2. INVEST LONG TERM BY DIVIDENDS TO AVERAGE DOWN HOLDING COST TILL SHARES ARE FREE FOR LIFE

THEN LIFE LONG RECEIVING FREE DIVIDENDS


Ha! This was too tough and tedious in year 2016 when I first heard this

Now in 2013 (17 years later) Our Friend Steve Wong in Eagle Group who is An Ex-Banker kept bringing this idea up

And more so as he likes high dividend plays like Hs Plant, Taann & BPlant


Bplant?


YES BPLANT!


Bplant was recommended at 57 sen

Again please view this post under comments later


For now let's calculate

Bplant was recommended at only 57 sen in year 2020


And these are the dividends paid since then


Total dividends paid in year 2021 till now = 22.53 sen

So cost 57 sen less cash dividend received 22.53 sen = 34.47 sen

SO ANYONE WHO BOUGHT BPLANT AT 57 SEN IN YEAR 2020

BY NOW THE HOLDING COST IS ONLY 34.47 SEN


And after a Few More Years of Good Dividends payout Our Bplant will be Zero Cost

And then Free Dividends for Life or

Or?

Or Like Boustead Bplant is being taken private at a good price

Of Course we Prefer To Be Listed with Endless Streams of Good Dividends unless the Offer price for takeover is attractive enough


3. I REMEMBER JOHOR SIFU MENTIONED WARREN BUFFET SAID IF YOU ARE ONLY GIVEN 20 STOCK CHOICES TO PICK IN WHOLE LIFE THEN YOUR STOCK SELECTION WILL BE VERY VERY VERY CAREFUL


Again this was strange and sounded restrictive


But there is Great Wisdom

You will not simply choose if you are only given 20 choices whole life to select limited stocks

And he eschew frequent trading as Commissions will Eat Up all Profits


4. BUY AT THE SIGN OF BREAK-OUT OR THERE IS TIME OPPORTUNITY COST

This was what he did

He knows many many VALUE STOCKS

But no use if they do not move or they is NO CATALYSTS TO UNLOCK VALUE

So he will watch till there is movement or catalysts

He does not mind paying a slightly higher price if the Stock is still GOING UPTREND


5. BUY WHEN GOOD NEWS OUT IMMEDIATELY IF YOU KNOW AND ARE PREPARED

Again with hindsight I see his wisdom

When Good News are out only small time retail players can act first

So He will go buy before other Institutions or Funds which cannot act immediately

Very Big Funds need to meet up and if quorum not enough they will delay until enough Board Members are ready

Then they will decide & allocate Funds to buy

So to Act Fast and BUY BEFORE THEY BUY OR SELL ON BAD NEWS BEFORE THEY START SELLING 


6. BUY DEEP VALUE SHARE WITH VIEW OF PRIVATISATION

Again this was new then. Not now anymore.

In those days we talked about which will be the Next Stock to be taken private


We both bought MNRB & MNI (Malaysia National Insurance) We bought bought MNRB then as it gave better dividend

But it was MNI that was taken private to our surprise

Then MTD-Infrar was taken private

CIMA )Cement Industry of Malaya Association taken private

Island & Peninsular & Pelangi Bhd taken private

Golden Hope Plant taken private

Both QSR & KFC Taken private (Sifu's favourite)

And many more



Later when Calvin joined i3 forum in year 2013 these were all taken private 

Super Enterprize was Rm1.25. Taken private at Rm3.80 (up 200%)

Kulim taken private by JCorp at Rm4.10 (was Rm2.50)

The Store


Kbunai

This one recommended at 6 sen

It dropped to 5.5 sen and many cry farther cry mother. Then taken private at 11 sen (up 100%)


Daiman (Diamond) taken private. 

Note: Daiman is an excellent company. Some Daiman Bosses/Officers are in Eagle group)


Tmakmur - Land of prosperity taken private

Weida taken private

TA Enterprize taken private (price a bit too low)

KWANTAS taken private at Rm1.65 (from 50 sen)


IJMPLANT Taken private by KLK at Rm3.10 (from Rm2.20)

SEE FIRST SALVO FIRED IN PALM OIL BULL RUN


WHAT ARE THE FUTURE COUNTERS TO BE TAKEN PRIVATE?

Answer:

LOOK FOR THOSE WITH HIGH NTA OR NET TANGIBLE ASSETS


{Among them are Palm oil shares with LARGE LANDBANKS sitting on old book value.)


7. BUY A SHARE WITH A BOND NATURE

Again this was new to me

Now i know

A stock with a bond nature is

DEFENSIVE: WITH MARGIN OF SAFETY

HAS A MOAT

GIVES DIVIDEND:

AND NO WONDER

IN YEAR 2016 MY JOHOR SIFU ALREADY RETIRED

AND HE WANTS SAFE STOCKS THAT GIVE HIM A GOOD DIVIDEND

AT THAT TIME HIS DIVIDENDS PER YEAR IS IN 6 FIGURES

HE WAS AN AUDITOR & HIS WIFE A LAWYER WITH HER OWN CO

BOTH NO NEED TO WORK AND RETIRED SINCE THEN


THAT'S ALL FOR NOW


KIND REGARDS TO ALL AT I3 FORUM


Calvin Tan


Please buy or sell after doing your own DUE DILIGENCE


FURTHER NOTE


MARKETS WILL BE VERY TURBULENT AHEAD AS FED RAISE RATES

PLEASE KEEP VERY SAFE

NOT SURE THEN HOLD ON TO CASH

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