Calvin is do dishonest. Lsacks integrity. Very sad indeed.

Learning from other's mistakes is better than learning from committing the same mistakes ourselves.

>>>
ks55

I still can remember one sifu and one KYY suggested how you should use OPM to triple
>>>

Did he not lose a lot of money using OPM? He sold physical assets to raise cash to cover these losses.

>>>
Posted by Sslee > 30 minutes ago | Report Abuse

So far I sold Insas-WC for multibaggers gain 2 times already. I am now waiting for any more chance to make another multibaggers gain before Insas-WC expired on 2026.
>>>


Listen to the first 5 minutes of the audiobook, Common Stocks and Uncommon Profit.

I have travelled the journey described by Philip Fisher.

Would you be brave to invest a lump sum of RM1 m into a stock, eg Nestle at any stage. Of course, not.

But if you have invested regularly and over many years, you will find you are invested in a greater amount in Nestle for the future.

Sell the losers.

>>>
Posted by Sslee > 14 minutes ago | Report Abuse

The world has changed and with easy access to information and you are now competing with fund managers, sharks, billis, even with cumputer programe trading software and maybe AI in the near future.

So the only rule now that still valid is you can't afford to lose 50% of your capital. Set your cut lose level and also minitor your winners are the micro and macro conditions going to against it, then you better take profit before your paper gain become paper lose.

You can always keep cash and wait for the strom to blow over before reinvest again.
>>>>


Your portfolio will have no multibaggers.

Sell the lovers and let the winners ride.

Selling the winners to lock in profit will mean you end up with a portfolio of lovers and poor performers.

>>>
Posted by xiaoeh > 7 minutes ago | Report Abuse

if u started your investment journey with capital say merely RM10k
what will u choose?
>>>


Invest regularly.

Reinvest the dividends.

Stay with great growth companies.

Long term time horizon.

Ignore the macro, study the business and stay within your circle of competence.

Bottom-up approach.

Ironically, those who indulged in Netx at 2 sen when promoted by Calvin, they have a negative TEN BAGGER.😁

You will be surprised by the magic of compounding over a long time horizon.

Grow rich slowly.

A friend declared to me how she and her husband had sold ALL their stocks in 2008.

When I met them again in 2000, they were planning to reinvest into stocks but have not; their reason the stock prices had risen too high!

I can only conclude their chance of becoming successful investors long term in the stock market to be slim.

They should not be in the stock market. Full stop.

My portfolio value had dropped 50% or so in 1997 AFC and dropped 30% in the 2008 (GFC). In both periods, the major portion of my portfolio remained undisturbed and I did not sell. I did not have to.

How to educate a fish what it is like breathing out of water? !!😀😀

It is almost a given, at some stage in your investing life, your stock value or your portfolio value may decline 50%. If you are not prepared for this, you cannot be a successful value investor in the long term.

If you have bought DLady in 2014, you would have lost money today.

If you have bought Nestle in 2014, you should still have a gain today.

htt ps://myinvestingnotes.blogspot.com/2024/02/nestle-at-glance.html
Nestle

htt ps://myinvestingnotes.blogspot.com/2024/02/dutch-lady-at-glance_25.html

Dutch Lady

>>>>

Up_down

4,251 posts

Posted by Up_down > 9 minutes ago | Report Abuse

1993? Few centuries ago. That's why we said you were lucky.... i just came out from SPM earned RM 500/ month nia. Lol

>>>>


Was I lucky?

Not really.

The big bear market appeared in 1997 and 1998. I did not sell a single share. My portfolio went down with the market. In fact, it was below my capital value.

However, in 2002, the portfolio was worth a lot more tan all my capital invested. I did not lose any money (rule 1 of Buffett). My good fortune was the high quality stocks I have in my portfolio.


I did a favour for a friend. She was stuck with a list of penny stocks in 1999 and 2000. I advised her to sell all but one. Even the one, when it's price climbed to fair value, it was sold. My advice to her is be happy with FD rates

>>>

https://youtu.be/3TO2-yU3Cyo?si=HmaZZveUa5uA-jUD

Listen to the first 5 minutes of this audiobook, and you will realise how superior the teaching of Philip Fisher's is when compared to that of Ben Graham.

>>>>


What is the proven method that delivers the biggest returns with the lowest risks?

Listen to the first 5 minutes of this audiobook.

In 1993, bought Nestle for 8000 and today it is 120,000 not including the dividends.

My friends sold at 20 many years ago because it was too high. Another friend sold at 90 a few years back because it was too overpriced.

An investment of 2000 in Petdag in 2005 (when sold down due to falling China Market!!!!) Is now with 20,000, excluding dividends.

Of course, don't just buy 2,000. When it rained money, take out the big container.😀

An investment of 6400 in DLady in 1993 is now worth 108,000 today, excluding the massive dividends received.

You do not need to be very rich to invest in the market. Having the right knowledge and temperament help. A mentor who has been successful and willing to guide is a blessing few has

https://youtu.be/3TO2-yU3Cyo?si=HmaZZveUa5uA-jUD

Listen to the first 5 minutes of this audiobook, and you will realise how superior the teaching of Philip Fisher's is when compared to that of Ben Graham.

https://youtu.be/3TO2-yU3Cyo?si=HmaZZveUa5uA-jUD

Up_down's ego is shaken.

In 2014, Jtiasa was 1.47. Did calvin sell before it subsequently went down to 30sen+? Then it bounced back briefly and hugely to 80sen+? Calvin asked to sell to buy another stock. From 147 storey down to 30+ storey, did not bail? Then bailed out at 80 storey, presumably, cutloss and not cutting!😀

>>>
Up_down

Utdplnt involve more in refineries business, not a pure upstream player. Jtiasa is a pure upstream player. How to make a comparison? Why not you take Utdplnt compare with Dlady and Nestle?

6 minutes ago

>>>

Up_down is jumping up and down. 😀

DLady and Nestle remain multiple baggers (>10+) in my portfolio even after the severe crashes in their prices.

I did a comparative study of Jtiasa today and 10 years ago .

Also compared Jtiasa with United Plantation today.

Great learning points.

UPlt is still the best managed plantation stock in Bursa.

Jtiasa: 10 yrs ago 3 big segments. Today, 2 big segments: dominated by its plantation. Plantation revenue of Jtiasa today is 2x that of 10 years ago.

Focus on the business and fundamentals.

10 years ago, it's NAV was 1.80. Today, it is 1.40.

htt ps://myinvestingnotes.blogspot.com/2024/03/jayatiasa-at-glance.html?m=1

value_invest. Thanks for your analysis.

Can you project its growth in earnings going forward?

How often have you seen Calvin shouting stock X is very cheap. Its PE is only 3 and yet he lost his money.😀

>>>
Posted by pingdan > 16 hours ago | Report Abuse

Aiyo, Jtiasa is the only plantation share with single digit PE (pure business profit). Kenapa tak naik lagi?
>>>>


I never look at PE alone to “value a share”. It is the best parameter to use to fool those investors who are not knowledgeable.

Yet, PE is a very useful financial parameter for those who understand it. It is only one of many parameters one use to value a stock.

Jtiasa is now >> rM 1.00 amd Calvin asked to buy.

It was at a low of 30 sen when on hindsight, it must be undervalued.

In 2014, Calvin asked to buy when its share was 1.40+ and gave a target price of 2.50 at that time. However, after some slight fluctuations around 1.40 which excited Calvin a lot (observing hisposting activities), it soon trended downwards to below rM1 and then to 70 sen and eventually to 30 sen. Calvin too disappeared, as observed by total silence during this period.

The price drifted to 50 sen or so. Then a sudden jump to 80 sen (?2019). Calvin posted to sell to take profit and to reinvest into other stocks he liked. (I think for many it was Cut loss from their and calvin’s Buying price of > 1.40+).


Do you think Calvin is good in spotting undervaluation?
Was he rational in his approach?
How discipline was he in his investing?

If he lost money in Jtiasa from his promotion of this stock Jtiasa in 2014, how does he value Jtiasa today.

Maybe at today’s price, this stock is already overpriced? This maybe among a reason for a major shareholder selling shares, among many other reasons.

Good morning.

3iii

>>>

Posted by calvintaneng > 22 hours ago | Report Abuse

Happy morning

At this juncture due to heavy selling by major holders are actually opportunity to buy

>>>>


The problem with one without a firm philosophy.

In TSH, major shareholder was buying repeatedly. Calvin shouted it was time to buy. The price then was 1.78 and Calvin said it was cheap. Otherwise why would the major shareholder bought 500,000 shares repeatedly. (See my post on manipulation. 🤔. The price dropped from 1.78 to 1.00. (Facts).




Now in JTiasa, major shareholders were selling millions of shares. Calvin reappeared and shouted it is the best time to buy. His followers must be totally confused by Calvin’s postings.

Of course, a few here just noted the manic depressive behaviour of his wanton promotions to enrich only “her-self”.

>>>
Y-o-Y.

Revenue increased 7.7%.
Operating profit incread 77%.

Due to softening of dairy product cost.

Generated about 200 m net operating cash flow.

Cape was about 180 m.

New manufacturing facility will be opened in 2024.

😀

>>>

Fundamentals are intact.

When will the Bumiputra wake up! It is the leaders who they need to monitor, not their fellow Malaysians.

ht tps://myinvestingnotes.blogspot.com/2024/02/tsh-at-glance_25.html?m=0

An example of selling assets to pay down debt is MUI. This company was promoted by Calvin as severely undervalued. Passing of the baton from KKP to his son, excited calvin into a frenzy. A definite buy! Just based on this announcement.

It is so obvious to me this caving has mood swings, and very severe ones too.

It remains gruesome and still struggling to make a profit.

Calvin is either st upid or stub born. Perhaps, he is also "clever" and "intelligent."

I wonder if he ever owned and managed a real plantation.

I wonder if he has managed a real distressed company with poor business economy, running losses and having a lot of critical debt.

A gruesome company which has negative CFO, after selling some assets to clear of the debt. It maybe cash positive or less debt negative. What happens to its business going forward? The answer is in my next post.

What is the recurrent ROE of Jtiasa over the long term?😀

SEERESEARCH. Please continue sharing your views. Your contributions at puncturing the unwanted promotion of poor quality stocks at any price have a role in tĥs forum too.

>>>>

Posted by calvintaneng > 2 hours ago | Report Abuse

If all these misgivings are true as stated then Direictors/ Insiders of Rsawit should be dumping all their shares and "ceased to be substantial" shareholders.

On the contrary their buying shows a different picture

In investing we must see beyond the "obvious" which the 95% loser also know

That is why we must think as contrarian


calvintaneng

53,084 posts

Posted by calvintaneng > 2 hours ago | Report Abuse

As for this perverted thinker who thought we can manipulate shares?

Didn't he sees that buy call for bplant was 57 sen
And Ltat took bplant private at Rm1.55
That is the obvious he failed to see


>>>>

Calvin is so defensive. Just stay with the fundamentals.

>>>>
Just buy on weakness

Article on Tsh's Bongan lands distance to Titik Nol Nusantara versus Mkhop kutai east land distance to Titik nol Ikn Nusantara out the price of Tsh will no longer be cheap like now

>>>>


Mighty calvin cutting at 1.78 and now, just by on weakness. 😏 chun chun😆

The creditors and bankers of this company must be putting a lot of pressure on this company to restructure. OTOH, the major shareholder must be so powerful and influential to influence them from pulling the rug. Even the auditors qualified their audit to be proper and on the side of truth and professionalism.

In investing, you seek a low risk, high reward situation.

Even with the sale of 2 estates, its outstanding debts remain high. It will still remain unprofitable from its on-going operations. (Please show how it can turned profitable through just monetising its assets by selling 2 estates.)

2023 Balance Sheet
Cash 3m
STDebt 188m
LTDebt 152m

CA 47m
CL 302m

Current Ratio 0.16
Quick Ratio 0.08
Cash Ratio 0.01

Inventory 22m
AR 14m
AP 67m

I bought into APM a few years before 2008 GFC. By my assessment of its price then, it was very undervalued. Mr. Tan, a major shareholder and director was buying the shares of his company at regular intervals for many months. Throughout the period of his buying, the price of APM remained low, in the undervalued range. You need a lot of patience to hold this undervalued counter awaiting its repricing.

Slowly before 2008, its price crept up. In 2008 GFC its price dropped in tandem with the drop in the share market. Mr. Tan did not sell. A couple or more years later, APM’s share price was much higher. Mr. Tan stopped buying and turned seller of his own company’s shares.

>>>>
Posted by Anderson101 > 32 seconds ago | Report Abuse

Saya ingat kawan-kawan memanggil saya gila ketika saya mula melabur dalam bitcoin, sekarang saya membuktikan dengan pulangan mingguan empat angka. Semua berkat kepada Puan Melissa Valdez FX di Facebook. Saya akan terus memberi kesaksian kepada seluruh dunia bahawa beliau telah mengubah hidup kewangan saya. Memang, beliau yang terbaik. Jangan ketinggalan!+1 978-566-1833
>>>>

TAHNIAH. Engkau kena memahami perbedzaan antara spekulasi dan pelaburan (Investment). Bukan salah membeli Bitcoin. Tentang “value” bitcoin is-lay 0. Harta (price) adalah daripada 0 (kosong) ke-harga tertinggi (unlimited) yang sesiapa mampu dan sesuka hati bayar.


Belajar lah sejarah spekulasi “Tulip Mania” yang berlaku di Belanda pada zaman lepas sebagai ajaran. Juka belajar tentang pembelian dan penjualan Bitcoin olih Elon Musk untuk memahami perbedzaan antara spekulasi dan pelaburan tulen.

I observed manipulative buying of shares by the insider in TSH during the not so honest and clever promotion by calvintaneng. What I still try to fathom is the price of TSH dropping from RM 1.78 to just 1.00 while calvintaneng posting repeatedly his buy calls through those many months. Miraculously, the buying by the insider disappeared when the price was lower!