Listen to Peter Lynch the legendary investor

His Magellan Fund for 13 years at 29% beat Warren Buffet Berkshire at 25%

In his 13 years as Fund Manager he bought and sold thousands of stocks.
Some cyclical stocks he bought and sold 3 to 4 times

No one come close
Since even Warren Buffet lost to him


See


https://youtu.be/cRMpgaBv-U4?si=6FjhIdGTIS3ZGAEp

Hahaha Brovo well done SSLee!

clap!
Clap!!
CLAP!!!

He is so clever !

now 3iii go and do some posting and show us some good stocks to buy Ok?

no more go around gaypoh

Since Data Centers will be ready in two or more years time there is a Time lag for more incoming Orders for HDD

This is the time to prepare for more Orders


And since there is 50% capacity for expansion it augurs well for Jcy to capture the upcoming demand

KIPI TANAH KUNING

https://www.youtube.com/watch?v=6g4JyakaJq0

https://www.youtube.com/watch?v=6g4JyakaJq0

https://www.datacenterdynamics.com/en/news/

DC CENTERS DEMAND FOR HDD IS FROM ALL NATIONS ON EARTH (NOT LIMITED TO USA ALONE)

ALL 8 BILLION PEOPLE ON EARTH WILL NEED HDD DIRECTLY OR INDIRECTLY

https://www.datacenterdynamics.com/en/news/

https://www.datacenterdynamics.com/en/news/

DC CENTERS DEMAND FOR HDD IS FROM ALL NATIONS ON EARTH (NOT LIMITED TO USA ALONE)

ALL 8 BILLION PEOPLE ON EARTH WILL NEED HDD DIRECTLY OR INDIRECTLY

https://www.datacenterdynamics.com/en/news/

JCY (5161) Posted a 2nd Qtr of Good Profits: Showing a Clear Sign of A Turnaround, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-23-story-h-153329184-JCY_5161_Posted_a_2nd_Qtr_of_Good_Profits_Showing_a_Clear_Sign_of_A_Tur

JCY (5161) Posted a 2nd Qtr of Good Profits: Showing a Clear Sign of A Turnaround, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-23-story-h-153329184-JCY_5161_Posted_a_2nd_Qtr_of_Good_Profits_Showing_a_Clear_Sign_of_A_Tur

JCY (5161) Posted a 2nd Qtr of Good Profits: Showing a Clear Sign of A Turnaround, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-23-story-h-153329184-JCY_5161_Posted_a_2nd_Qtr_of_Good_Profits_Showing_a_Clear_Sign_of_A_Tur

JCY (5161) Posted a 2nd Qtr of Good Profits: Showing a Clear Sign of A Turnaround, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-23-story-h-153329184-JCY_5161_Posted_a_2nd_Qtr_of_Good_Profits_Showing_a_Clear_Sign_of_A_Tur

I have deleted this due to request from some Eagle Group members who also got Kseng shares

In any case all must decide for themselves

Win or lose will be determine by Future Performance

I also posted on Harta for a sell at Rm9.98 and Ijm Plant a Buy at Rm1.86

Though at that time many still buying Harta all the way down

It has proven Ijm Plant buy call was chun chun

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

No matter who say what


we see great improvements in Jcy net cash position

solid stable turn around growth

will go a writeup later

People in i3 forum are discerning and unlike naive people who followed 3iii iinvestbodoh to holland

Here they avoid dinosaur

They will follow what is correct

See

We got over 9.3 million page views


https://klse.i3investor.com/web/cube/blog/calvintaneng

The truth is the truth

Investlah people now no more

and the proof is here

www.investlah.com

This 3iii told all in investlah Pm Corp only worth 14.44

Now he is denying it

Dinosaur 🦕🦖 3iii or iinvestbodoh will lead all astray and end up like this

👇

www.investlah.com

3iii said Pm Corp intrinsic value was 14.44 sen

So buy below that

Pm corp was then 18 sen and Investlah people did not have any opportunity to buy Pm Corp below even 16 sen

As a result investlah people left to buy Patimas and Sumatech instead

Both Patimas and Sumatech gone bankrupt while Pm Corp went up 3 times to cross 30 sen and also gave out a nice 8 sen cash payout

In the end of the end game led by iinvestbodoh all the people in investlah like masterwhasing, laughing gor and others migrated to join Calvin in i3 forum like Leno, paperplane (steven yong) ahbah, Sifu Stockraider and others all left investlah with iiinvestbodoh alone until close shop or "saw thong"

Then iiinvestbodoh caused all to closed shop

See

👇

www.investlah.com


Now be very careful you do not let him lead you astray

why people cannot see Tsh super value assets ?


see answer ..


👇

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-12-03-story242906-THE_PROBLEM_OF_3iii_IS_HE_HAS_TUNNEL_VISION_IN_INVESTMENT_HE_CANNOT_SEE_WHAT_OTHERS_SEE

Peter lynch said there are 6 category of stocks

1. fast growth
2. slow growth
3. stalwarts
4. turnaround
5. cyclical
6. asset play

very few people can reach number 6 standard of asset play

they don't understand and therefore missed Kulim when it was taken private at Rm4.10 (from Rm2.50)

so they will miss Tsh

see Kulim still negative qtr when it was taken private


https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=2675185

There are 7 phases of a palm oil co

when Inno was in phase 3 to 4 Cold Eye aka Fong Siling bought

now Inno is in phase 6 to 7 and priced up


so now is not the time to chase Inno but to buy Tsh as it is moving out of phases 4 to 5

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

We bought Tsh at Rm1.09
and bought BUMITAMA (Spore) at 46 SEN

today BUMITAMA with 100% operation in Indonesia is 70.5 sen or up by 53% while Tsh still a laggard

so we switched BUMITAMA to Tsh


https://sgx.i3investor.com/web/stock/analysis-price-target/P8Z

Bplant NTA was Rm1.29

Ltat took Bplant at Rm1.55

why pay higher than NTA ?

because Bplant is worth much much more

after LTAT took Bplant private it sold Kulim lands to Kedah Govt for Rm333 psf (book value Rm30 psf) So Ltat made 1,000% profit

so is Tsh
it will be worth much much more than Bplant when it's lands in Ikn Nusantara are sold


https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3401302

See

https://youtu.be/IwqJN_nHFus?si=K3KQLJY1MC734h8M

Like this

Notion hdd 23%
Dufu hdd 80% to 90%


By Nov 2024 Trump in power he will impose 10% tariff on all

The 77% non hdd of Notion will be exposed

Since Dufu pure Hdd it will be ok

Why ok?

Answer:

Because Usa is no longer viable for making Hdd as it involves huge manual workforce

Only Malaysia can as it has millions on Bangla

Hahaha Sslee

You are correct

This is what one should do if he has the wealth

See Techbase is trying to take over Smi

Eagle Group people who invested in safety knows best

some Eagle Group members said why bother to answer trolls

I think I might listen to their advise

So don't buy first

Buy 🌴 now

Tsh got lots more value assets than muiprop

But why muiprop should go up when it showed a loss?

Any answer?

See

https://www.bursamalaysia.com/cn/market_information/announcements/company_announcement/announcement_details?ann_id=3448620

People cannot understand our buy call last time on muiprop when we told them about assets

Now Muiprop up by more than 100% from 18 sen to 46 sen

(But do not chase muiprop now)

See

https://www.bursamalaysia.com/cn/market_information/announcements/company_announcement/announcement_details?ann_id=3448620

As for Jtiasa it is based on earnings just like inno

They do not own much of their lands

70% of Jtiasa lands are rented

100% of Inno lands are on loan from Sabah Govt

Tsh bought their lands outright long ago at deep discounted prices

Assets play is my forte and few can understand

I have jtiasa and Tsh resources

Bought jtiasa at 63 sen and Tsh at Rm1.09

Since jtiasa up and doubled i no longer ask people to chase

Tsh still a laggard is safer

liars abound and not ashamed to cherry pick words to attack

but what we did is upright and will stand the test


not all buy calls are 100% Chun Chun unless we are God

if more calls are winners than losers the outcome will be positive


since 90% will lose money and only 10% gain we try to be in that minority that gain more than loss

yes so what?


they will benefit

but did I say go buy more notion


Sure HDD stocks will still benefit from Ai and DC Centers

that is for sure

but Calvin told Eagle group buy at what price ?


Jcy 32 sen
Notion 52.5 sen
Hexcap 38 sen
Dufu Rm2.20

except for Dufu all others still up

so?

I still holding Dufu

everyday got naysayers cherry pick what they like to attack

however

look at this Redtone was promoted with Netx in the Nfcp theme

now Redtone buy call was 43 sen

see post carefully

now Redtone is Rm1.02 or up 137%

peter Lynch said buy a basket of stocks if one goes bankrupt others which make gains can cover

the maximum loss of a stock is 100% while gain could be 100% to 1,000%

Redtone 137% gain more than cover any loss in Netx (still listed )



see


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-23-story-h1507807941-A_LOOK_AT_REDTONE_0032_LATEST_RESULT_PROSPECTS_Calvin_Tan_Research

Who is telling the truth can be found in this post

told all to sell Notion at Rm2.38


see


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-24-story-h-158779798-HDD_BULL_RUN_TIME_FOR_JCY_NOTION_DUFU_How_To_Protect_Your_Profits_50_Al

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

If we lose and only lose little and if we gain we gain alot should be the hallmark of investing


That is why we must

1. Rule number one: Never to lose money



2. Rule number 2
Rule number 2 is to remember rule number one: Never to lose money


Above by Sifu Warren Buffet

Number 3 by Calvin Tan

3. He that is low needs fear no fall



Buy when it is cheap and sell at discount

Take care not to lose money first then only think of a gain

Remember


Return of capital more important than return on capital

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)