Security LastPr PE DY% Divcts ROE ttm-marg
DNEX (Digital) 0.62 6.85 1 0.6 14.84 18.3

Security LastPr PE DY% Divcts ROE ttm-marg
SIMEPLT (Plantation) 4.28 11.9 3.8 16.04 15.18 11.8

Security LastPr PE DY% Divcts ROE ttm-marg
F&N (Food) 25.82 19.36 2.3 60 15.24 10.7

Security LastPr PE DY% Divcts ROE ttm-marg
AEONCR (Other Financials) 11.5 8.49 4.2 48.5 15.3 22

Security LastPr PE DY% Divcts ROE ttm-marg
BONIA (Personal) 2.34 7.26 8.1 19 15.89 16.6

Security LastPr PE DY% Divcts ROE ttm-marg
TAKAFUL (Insurance) 3.32 8.73 4.1 13.5 16.05 8.5

Security LastPr PE DY% Divcts ROE ttm-marg
IOICORP (Plantation) 3.76 12.89 3.7 14 16.11 12.4

Security LastPr PE DY% Divcts ROE ttm-marg
PCHEM (Chemicals) 7.09 8.97 5.8 41 16.19 21.8

Security LastPr PE DY% Divcts ROE ttm-marg
LEESK (Household) 0.76 9.79 4.6 3.5 17.64 10.1

Security LastPr PE DY% Divcts ROE ttm-marg
AHEALTH (Pharmaceuticals) 4.09 19.35 2.1 8.5 17.92 11.5

Security LastPr PE DY% Divcts ROE ttm-marg
KMLOONG (Plantation) 1.82 10.85 7.7 14 19.51 8.5

Security LastPr PE DY% Divcts ROE ttm-marg
PADINI (Retailers) 4.08 11.56 2.5 10 23.68 13.7

Security LastPr PE DY% Divcts ROE ttm-marg
KOTRA (Pharmaceuticals) 5.6 12.2 4.6 25.5 26.68 29.4

Security LastPr PE DY% Divcts ROE ttm-marg
WELLCAL (Industrial Materials) 1.12 16.26 6.3 7 28.71 18.1

Security LastPr PE DY% Divcts ROE ttm-marg
MRDIY (Retailers) 1.57 31.34 1.4 2.17 32.96 11.9

Security LastPr PE DY% Divcts ROE ttm-marg
CARLSBG (Food) 21.3 20.54 4.1 88 207.4 13.1

Security LastPr PE DY% Divcts ROE ttm-marg
HEIM (Food) 26.76 19.58 3 81 84.35 14.5

Security LastPr PE DY% Divcts ROE ttm-marg
NESTLE (Food) 137.5 51.98 1.9 262 99.07 9.3

Security LastPr PE DY% Divcts ROE ttm-marg
PADINI (Retailers) 4.08 11.56 2.5 10 23.68 13.7
VITROX (Semiconductors) 7.95 37.39 0.6 4.58 22.96 26.8
KGB (Industrial Engineering) 1.47 17.11 1.7 2.5 22.85 4.4
FRONTKN (Semiconductors) 3.12 40 1.3 4 22.29 23.8

Security LastPr PE DY% Divcts ROE ttm-marg
MRDIY (Retailers) 1.57 31.34 1.4 2.17 32.96 11.9
GASMSIA (Gas, Water & Multi-utilities) 3.16 10.42 5.6 17.67 30.46 5.1
HIBISCS (O&G) 0.99 2.73 2 2 30.43 29.3
AMWAY (Retailers) 5.24 11.2 7.3 38 30.37 5.1
ELSOFT (Technology) 0.6 9.46 5 3 30.19 153

Security Last PE DY% Div cts ROE ttm marg
CARLSBG (Food) 21.3 20.54 4.1 88 207.4 13.1
NESTLE (Food) 137.5 51.98 1.9 262 99.07 9.3
HEIM (Food) 26.76 19.58 3 81 84.35 14.5
BAT (Personal) 10.98 11.94 8 88 69.65 10.1

2022-10-20 11:31 | Report Abuse

Share prices adjusted for capital changes

TSH
28.12.2007 RM 1.09
20.10.2022 RM 1.05
DY 2.83%

Nestle
26.12.2007 RM 25.50
20.10.2022 RM 134.00
DY 1.73%

It is obvious that Nestle has rewarded its shareholders a lot more compared to TSH over the long term.

Calvin's excitement over TSH is his usual promotions of getting suckers into his shares for the short term for his own benefits.

Stay with quality and long term.


Weak mind: 8 sen dividends announced for TSH. This equate to high DY.

Great mind: Over a lifetime of investing, which stock will deliver the returns that will meet my investment objectives?

>>>
JJPTR

@1.20 buy 8sen dividend. PE3
@1.18 buy ,boss keep buying
@1.14 buy, keep, next dividend fat fat when BuluganLand payment come
@1.09 buy more, boss is waiting 26m dividend. you should follow
After ex ,price drop to 1.00, dividend wiped out by capital loss.
2 hours ago>>>>



Dividends of 8 sen
At this price, DY is so so high.
Calvin continues to make the same mistake deliberately in his wanton promotions.
Perhaps, it is deliberate to trap the uninitiated.

>>>>
calvintaneng

Calvin also recommended pm corp in year 2013 at 15 sen and it did gave an 8 sen cash payout

after that pm corp still paid some dividends which brought down pm corp overall cost to 7 sen

so now after 9 years pm corp now 19.5 sen means it is up by double digit gain for each of 9 years

>>>>>>



Such a creative way of calculating returns. Only calvin can fool himself. At least be honest.

Your capital was $x
Your total dividends received were $y
The present price is $z

Total % return over 9 years
= [($z - $x + $y)/$x] - 1


Then calculate the CAGR.

Great minds talk ideas
Good minds talk things
Weak minds talk people


The above statements are true. I have observed these on numerous occasions especially in my dealings with ten of thousands of people in my lifetime.

For example:
1. Weak mind talks about people

The TSH Chairman is now holding over 330 million Tsh shares tightly.


2. Good mind talks about things

Bought repeatedly 500,000 shares in his company. Why repeatedly 500,000 shares? Programmed buying, why?

3. Great mind talks about ideas

TSH
Number of Share : 1.382b

>>>
For Tsh the Chairman now holding over 330 million Tsh shares tightly

For many other crashing left and right their insiders/directors sold like no tomorrow

Latest is Revenue. Its insiders sold until ceased to be substantial shareholders
>>>


Can you see the flaws in calvintaneng highlighting the above?
There are so many major shareholders in many companies who never sold.

Why TSH chairman bought more shares recently? There are many reasons. He was not holding a lot of shares for a company that was previously listed by the senior members of his family. The dividends gave him cash to invest into the company. Maybe another member or related party wished to sell and he obliged to buy these to maintain their related shareholdings from being diluted.

>>>>
THE INVESTMENT APPROACH OF CALVIN TAN
ColdEye bought & sold GSB? Better tell ColdEye to buy back all his GSB shares By Calvin Tan Research

calvintaneng
Publish date: Mon, 17 Apr 2017, 12:57 AM
>>>>>

https://klse.i3investor.com/web/stock/overview/9059#:~:text=https%3A//klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2017%2D04%2D17%2Dstory%2Dh1450489839%2DColdEye_bought_sold_GSB_Better_tell_ColdEye_to_buy_back_all_his_GSB_sha

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2017-04-17-story-h1450489839-ColdEye_bought_sold_GSB_Better_tell_ColdEye_to_buy_back_all_his_GSB_sha

But JohnMaster has more class.

>>>

Bizfuneng Guys, why blame Calvin if u flwed him blindly. Do ur own homework too. Recalled many guys flwed him on GSB previously which he promoted very aggressively and gone to Holland. What is the point for those guys pointing fingers at him blaming him taking them to Holland.....those poor souls as oni themselves to blame.
21/09/2016 5:20 AM

>>>>


calvintaneng = JohnMaster :-)

https://klse.i3investor.com/servlets/pfs/47695.jsp?stockWhatIf=SCOMI

I googled soon to be delisted SCOMI and this link turned up.

>>>>

OTB Calvin can share his stocks picked to everyone as a reference. We can select them and invest if we feel confident.

I do not like Calvin attacked many writers and recommended his stocks to override the writers. If he is good, I appreciate his sharing.

Most of the times, I check his stock selections, most of them are lousy stocks in term of fundamental. In term of TA, they are down trending. I just keep quiet because I do not like to attack any writer in I3.

Most of his actions are very irritating and he does not show any respect for others.

Hope he can improve after reading this posting. It is not an attack, I say it out sincerely from the bottom of my heart.

Thank you.
Ooi
25/11/2016 10:32 PM
>>>>

Similarly, NETX, the favourite company invested heavily by calvintaneng. He sold 8 houses to plough recklessly into this, taking many others along with him too.

Netx was raising funds all the time. Netx had only a few staffs in the company and many were buying these new shares issued by Netx. If one were diligent enough to do the homework, many of these shares bought were eventually loaded off to the public not long soon after.

Only calvintaneng was harping that insiders were buying in Netx and this was good. Because he was "tunnel visioned" :-) and blinded by his enthusiasm and greed, he did not see what others saw and actually pointed out in the Netx forum many times.

The rest is history. calvintaneng lost his trousers and was swimming naked when the tide flowed out on Netx.

Similarly, NETX, the favourite company invested heavily by calvintaneng. He sold 8 houses to plough recklessly into this, taking many others along with him too.

Netx was raising funds all the time. Netx had only a few staffs in the company and many were buying these new shares issued by Netx. If one were diligent enough to do the homework, many of these shares bought were eventually loaded off to the public not long soon after.

Only calvintaneng was harping that insiders were buying in Netx and this was good. Because he was "tunnel visioned" :-) and blinded by his enthusiasm and greed, he did not see what others saw and actually pointed out in the Netx forum many times.

The rest is history. calvintaneng lost his trousers and was swimming naked when the tide flowed out on Netx.

Topglove

Insiders bought during the "superlative bull run." Tan Sri LWC spent RM 20 m buying a certain number of shares. He shared that he bought for the benefit of his relatives. (From my memory). Another non-executive director bought a small amount (but significant amount based on his personal holdings) at very high price. Another senior member of the board sold at high prices at about the same time.

Insiders buying and selling are interesting. You will still have to assess them in the right context.

While it's hard to imagine that a $100 million stock purchase like Dell's was simply window dressing or a statement to investors, it's possible that smaller purchases could be aimed largely at drumming up more buying.

lExecutives could be playing off the widespread notion that insiders have an early read on where the company is going.

"They may hope that the publicity of their having bought will have a positive effect on the direction of the market price."

Insider purchases and sales are noteworthy milestones but are no road map to investing success.

Be careful before you follow in a CEO's footsteps. Knowing how much stock to put into an insider's actions, literally and figuratively, is a tricky business.

"The most important aspect that the lay investor should keep in mind is that it is a first screen."

"When you see an executive put large sums of money on the line, clearly that's a signal that he feels very confident, but that doesn't necessarily mean that the stock's going to go up. "

Savvy investors will view a CEO's big buy in context.

One good overall indicator is how much of a stake insiders have in their companies. In general, the more shares they own, the better for investors.

But don't drive yourself crazy trying to assess the meaning of a big transaction if the evidence seems mixed. It's best not to view insider moves in isolation.

"You're building a mosaic to decide whether you want to be invested in a company; this is just one piece of the puzzle."


An example:

Dell Inc. CEO Michael Dell bought $100 million of the computer maker's stock last September 2008.

Talk about bad timing. The shares lost more than half their value in 10 weeks during the market meltdown. As of February 2009 Michael Dell had lost $55 million on the investment.

A wildly unpredictable economy like this one, in other words, makes it even harder to interpret the significance of insider transactions.

Insider purchases and sales are noteworthy milestones but are no road map to investing success.

Be careful before you follow in a CEO's footsteps. Knowing how much stock to put into an insider's actions, literally and figuratively, is a tricky business.

"The most important aspect that the lay investor should keep in mind is that it is a first screen."

"When you see an executive put large sums of money on the line, clearly that's a signal that he feels very confident, but that doesn't necessarily mean that the stock's going to go up. "

Savvy investors will view a CEO's big buy in context.

One good overall indicator is how much of a stake insiders have in their companies. In general, the more shares they own, the better for investors.

But don't drive yourself crazy trying to assess the meaning of a big transaction if the evidence seems mixed. It's best not to view insider moves in isolation.

"You're building a mosaic to decide whether you want to be invested in a company; this is just one piece of the puzzle."


An example:

Dell Inc. CEO Michael Dell bought $100 million of the computer maker's stock last September 2008.

Talk about bad timing. The shares lost more than half their value in 10 weeks during the market meltdown. As of February 2009 Michael Dell had lost $55 million on the investment.

A wildly unpredictable economy like this one, in other words, makes it even harder to interpret the significance of insider transactions.

TSH
Number of Share : 1.382b

>>>
For Tsh the Chairman now holding over 330 million Tsh shares tightly

For many other crashing left and right their insiders/directors sold like no tomorrow

Latest is Revenue. Its insiders sold until ceased to be substantial shareholders
>>>


Can you see the flaws in calvintaneng highlighting the above?
There are so many major shareholders in many companies who never sold.

Why TSH chairman bought more shares recently? There are many reasons. He was not holding a lot of shares for a company that was previously listed by the senior members of his family. The dividends gave him cash to invest into the company. Maybe another member or related party wished to sell and he obliged to buy these to maintain their related shareholdings from being diluted.

Conflict between the big nations are inevitable during this transition from a unipolar world order to a multipolar world order. Co nflicts can be at various levels. We should try to avoid physical (wars) co nflicts as much as possible. Too much suffering for geopolitical reasons.

Conflict between the big nations are inevitable during this transition from a unipolar world order to a multipolar world order. Conflicts can be at various levels. We should try to avoid physical (wars) conflicts as much as possible. Too much suffering for geopolitical reasons.

Calvintaneng,


There is this amazing guy in i3 investor forum.

One day, he asked you to buy counter X. He strongly believed in his analysis that it will go up many folds in its profits and share price. Another day, he would brandished his 10 stocks list, very sure that his analysis had spotted bargains that you cannot to ignore. Yet, another post of his try to guide you from a tsunami in the stock market. He has so much clarity and can foresee the future, he had to warn everyone to avoid the calamity. He liked to share how he had save his friends in the past and had also benefitted from his friend's advice in the 90s. He believed that his masters Neoh S K and Cold Eyes can do no wrong; whichever counters they are in, you should be in too. (Mind you, these 2 masters have been holding these stocks for decades before being pointed out by him.) When the BDI suddenly shot up, there too is our friend with his list of must buy counters, in particular, Maybulk. Again, he was so very sure. When KKY divorced his wife, he too configured how this would lead to a re-pricing of MUI stocks and he too got excited, telling everyone of his foresight analysis, predicting the upswing of these stocks. Of course, when NFCP was announced, he too had his list of stocks too, but he chose to go big in NETX, once again, as he was so sure of himself. When the ECRL was redrawn, he too came out with his list of counters that were going to benefit and which you should buy too.

In my final analysis, the above behaviour cannot be that of an intelligent investor.

Have a great day.

Performance in USD overview of i Capital Global Fund ICGF

Cumulative return since inception for ICGF vs MSCI ACWI (July 2007 - Feb 2023)

ICGF -30.60%
MSCI ACWI +54.19%

In the early years, iCAP was trading at a premium. This did not make sense, because the intrinsic value of iCAP was easily determined. It was its NAV. But did ttb warn those who bought not to be exuberant then.

Most closed end funds trade at a discount to the NAV. This is a known fact or phenomenon peculiar to closed end funds. The question is: why is iCAP trading at such a huge discount to its NAV. Using the institutional participation in iCAP as the reason for this discount is, in my opinion, a poor point.

The price of iCAP, as it is for other stocks, is determined by its prospects, its NAV and the market sentiment to own iCAP. It is a play between the supply and demand for its shares by the players in the market.

How will investing in iCAP ensure you your returns on your investment? How much is this return? When will you receive this return? Will iCAP be able to grow its NAV consistently and for how long from today? What is the opportunity cost: is it better to invest into bonds today at 4% or into iCAP or into another stock?

The sentiment in iCAP today is bad because the majority of those who have experienced this stock probably have lost money. They bought at the time when iCAP was trading at a premium to its NAV or at time when the market sentiment was high and thus, iCAP correspondingly prices higher than its normal, or for many they were market timers. Once bitten by a snake, the snake bite effect is deep in the memories of those who were bitten, keeping them away from this stock.

What has not been mentioned, which is also very important, is the lack lustre performance of the fund for a long stretch for many years?

Has PBB price dropped into bear territory today?

>>>
calvintaneng

and already received more than Rm230,000 in dividends from palm oil shares and will still be receiving very good dividends

1 hour ago

>>>>

I only know of the 8 houses calvintaneng sold to invest into NETX which he shared proudly and loudly with everyone in i3 investor forum. As far as I know, he lost heavily in this trade.

Accordingly, calvintaneng's compound annual returns on his investments cannot be good. But he, calvintaneng, loves to highlight his annual return from single stocks. Look, my stock X returned xxx% for this year, but he did not share that the stock X over 10 years, the CAR might be negative xx%.

>>>>

calvintaneng

Happy morning to all genuine investors of Tsh Resources

All for or against Tsh have been posted here

Now we will know by May 2023 results what Calvin say is the truth or not

Until then we will wait

>>>>>


Very stu pid. Surely, if calvintaneng has the information, how many in the market also know this. Is this information not already reflected in the present price?

Quick short term bucker versus slow, steady grower

Sooner isn't always better.

A business producing quick, short-term bucks may not be more valuable than one that produces slow, steady growth.

The quick-bucker may be cyclical and go through years of diminished or even negative returns. Even though the quick-bucker produces a lot of value in the first few years, that may not be better than sustained growth and value produced later on by the slower, steadier comapny.

The quick-bucker may be relying on a technology or some other competitive advantage that could dissipate or dissapper altogether. Likewise, a company with a long-term and sustainable advantage, sometimes known as a "moat" keeping competitors away, may beat a company with very high but only short-term returns.

.... and safe.

Investing is simple but not easy. Keep it simple.

The following "how" questions can guide the appraisal of business returns.

How much?
How soon?
How long?
How consistent?
How valuable?


How much?

How many dollars of return will the business produce, either to distribute to shareholders or to invest productively in the business?

Key drivers are profitability and growth rates - and the collection of business factors that drive that profitability and growth.



How soon?

Big payoffs are nice, but if you have to wait 30 years for them, they aren't as valuable. Remember the time value of money.

If two companies produce the same return, but one does it sooner, that company has more value because those dollars can be reinvested elsewhere sooner for more return.




How long?

Although future returns have less value than current returns, they do have substantial value; and 20, 30, or 50 years of those returns can't be ignored, particularly in a profitable, growing business.



How consistent?

A company producing slow, steady growth and return is usually more valuable than one that's all over the map.

A greater variability, or uncertainty, around projected returns calls for more conservative growth and/or discounting assumptions.



How valuable?

Finally, after assessing potential returns (how much, how soon, how long, how consistent), you must assign a current value to those returns.

That value is driven by the value of the investment money as it may be used elsewhere. A return may look attractive - until the investor realizes that he or she can achieve the same return with a bond or a less risky investment.

Valuing the returns involves discounting (using a discount rate) to bring future returns back to fair current value. The discount rate is your personal cost of capital - in this case, the rate of return you expect to deploy capital here versus elsewhere.




Sooner isn't always better.

A business producing quick, short-term bucks may not be more valuable than one that produces slow, steady growth.

The quick-bucker may be cyclical and go through years of diminished or even negative returns. Even though the quick-bucker produces a lot of value in the first few years, that may not be better than sustained growth and value produced later on by the slower, steadier comapny.

The quick-bucker may be relying on a technology or some other competitive advantage that could dissipate or dissapper altogether. Likewise, a company with a long-term and sustainable advantage, sometimes known as a "moat" keeping competitors away, may beat a company with very high but only short-term returns.




Bottom line:

It's a combination of how much, how soon, how long, and how consistent.
The tortoise often beats the hare.