Posted by sostupid > 2016-10-30 12:07 | Report Abuse

your son=the stock you intend to buy. I don't think the stock understands any mathematics at all.

Posted by calvintaneng > 2016-10-30 13:33 | Report Abuse

BLee

Uncle Calvin, noted on your good intention. Maybe you can give some advise on Pmetal. I have being in and out Pmetal few times and made good profit. Out now totally and intention to be in again after bonus and split. I am also doing a study of all 3 call warrants, only warrant issued by Pmetal compensated with extra warrant, so a bit scary to buy the wrong warrant. Thanks kcchongnz for so informative article. Tq Calvin.
30/10/2016 02:11

BLee,

I didn't follow up on Pmetal. Sorry, since I didn't study it I can't comment yet.
Best person to answer would be KcChongNz

Posted by kcchongnz > 2016-10-30 13:33 | Report Abuse

Posted by king36 > Oct 29, 2016 09:11 PM | Report Abuse
cheated All stocks are bought in 2013 meaning no stocks bought past 3 years in 2014, 2015 & 2016. Can trust?
You got a point.
I would wish KC could provide a recent list as this would brighten our current depressed atmosphere.


I have shown you numerous times that value investing works very well in Bursa in my experience. I have provided you with the portfolio stocks many times published years ago and their excellent returns so far, to prove that in my very own experience it works.

Yet you still say "Can trust" ah?

When you do not trust value investing, what good is it to give you a list of potential stocks based on value investing?

My advice is forget about believing there is tooth fairy in the stock market. There ain't no free lunch in investing, in fact, for almost everything. Arm yourself and you, and only you, is the one who is dependable for your investing success.

Good luck.

Posted by Flintstones > 2016-10-30 13:51 | Report Abuse

Kcchongz, dont keep rechurning your recommendation track record over and over again lah. Havent you heard of the saying "you are as good as your last trade"?

Posted by feimah > 2016-10-30 14:37 | Report Abuse

Oh I see!!!
Somebody is trying to get a free lunch..

Posted by BLee > 2016-10-30 14:49 | Report Abuse

Thks Calvin. Different between Uncle Calvin and Uncle Kyy is at least uncle Calvin will give an honest reply despite some constructive criticism.

Posted by BLee > 2016-10-30 15:07 | Report Abuse

FA and TA are all historic analysis. I think we need 'CA' Current/Constructive Analysis. I am doing that for Pmetal. I think I can get a good price after 'ex' price as it will be more share floating around, especially warrant c as too many given 'free'. My 2 cents. A good company is like running a Marathon, we need to look at long term and sustainability. At present, Pmetal is such a company unless some good competitor come along.

Posted by michaelwong > 2016-10-30 19:37 | Report Abuse

Not all companies can maintained its credible performance throughout the years . It may still have to subjected to world markets stability to realise its performance where no one can actually foresee

Posted by johnny cash > 2016-10-30 21:31 | Report Abuse

NOW THE PICKS SHOULD BE FROM IOT SECTOR, INTERNET OF THINGS, PAY MORE ATTENTION ON THIS SECTOR,,SEARCH FOR HIDDEN GEMS IN THIS SECTOR, THANKS

Posted by BLee > 2016-10-30 22:37 | Report Abuse

Yes, got 'loT' of friends in 'IoT' telling me got 'loT' of jobs and pay wells. Second 'IoT' bubble building up... Please share and be part of CA, Current Analysis. Note: iot and Lot interchanged, not typo error.

Posted by king36 > 2016-10-30 22:55 | Report Abuse

Wing50 & Michaelwong. Agree with u.

feimah - u r Kay-poh.

I still thank KC for the 200+ articles he has contributed to i3.

Posted by kcchongnz > 2016-10-31 03:46 | Report Abuse

Posted by wkitwing > Oct 30, 2016 01:15 AM | Report Abuse
hello kc,how do you view about apm automotive?once a excellent company but now its a beaten down fallen angel i would say due to automobile downturns now.however it make me doubt ever since the company raise abt rm1.5billion sukuk.it makes me wonder whether the company will be able to utilize this 1.5billion properly for good because this amount is not small.


Market goes in cycle. An established and well run company will survive and prosper. A good company with little debt undergoing recapitalization by using a little more debts, is often a good management decision.

Posted by paperplane2016 > 2016-10-31 10:23 | Report Abuse

kc. how about recommending stock picks......for 2017

Posted by RGBfan123 > 2016-10-31 13:20 | Report Abuse

" Generally, many believe the management of a good company frequently listen and respond to their shareholders’ best interests. "

I 100% agree with the above statement.

Posted by kcchongnz > 2016-10-31 13:33 | Report Abuse

Calvintaneng, your comments in my threads are always most welcomed because you may be over-zealous sometimes about your stocks, in my opinion, your comments are generally fill with facts and very relevant specially when you warn against some overplayed stocks.

Owners of those stocks should, instead of calling Calvin names, take a deeper look at what he says, find out more, and may be it is beneficial for you eventually. That is the kind of attitude we as small retail investors should possess, take notice of opposite views, rather than having the cognitive bias of confirmation bias.

I really don't know why your comments here should be flagged.

Posted by GG3261 > 2016-10-31 14:11 | Report Abuse

KC , your target of talk is wrong this time

it is Calvin who is having the "cognitive confirmation bias" you said.

look at the way he commented about Gadang,
other than Capital city that he called a white elephant, what other fact and data that he had provided.
did he read the agreement of the JV?
did he evaluate the financial status of Hatten int ptv ltd ?
did he knows how JV work?
did he knows how Gadang unlocking the value of the land that was bought and now fully paid , at a price of 35M in return of a profit sharing of 334M for a period 5 and a half years starting from 2015.
why going round bull-shitting creating fear at all corners of i3
he should stick to his bina puri where know more than talking rubbish about thing that he doesn't know much

Posted by calvintaneng > 2016-10-31 14:25 | Report Abuse

Posted by kcchongnz > Oct 31, 2016 01:33 PM | Report Abuse

Calvintaneng, your comments in my threads are always most welcomed because you may be over-zealous sometimes about your stocks, in my opinion, your comments are generally fill with facts and very relevant specially when you warn against some overplayed stocks.

Owners of those stocks should, instead of calling Calvin names, take a deeper look at what he says, find out more, and may be it is beneficial for you eventually. That is the kind of attitude we as small retail investors should possess, take notice of opposite views, rather than having the cognitive bias of confirmation bias.

I really don't know why your comments here should be flagged.

Yes, Sifu KcChongNz,

A Big Thank You.

Syndicates flag me as I am exposing them and their ploys.

Btw,

When I first joined i3 Forum I knew nobody here. Only My Johor Sifu MG9231 told me KcChongNz's writing got value. And he said OTB must go and learn from you.

Anyway, all who contacted me through Whatsapp & email in Spore all these days for teaching I directed them to contact. I don't have the time nor the nitty gritty detail.

I really hope i3 people are not conned by syndicates

Posted by GG3261 > 2016-10-31 14:26 | Report Abuse

if this shameless personality is not given a big slap on the face
I am not surprise , one day he will tell you that you value investing strategy is outdated, his wild guessing is more truthful

Posted by calvintaneng > 2016-10-31 14:27 | Report Abuse

Correction,

All who conteacted me all these years in Spore through EMail or Whataspp I told them to sign up with Sifu KcChongNz

Posted by stockraider > 2016-10-31 14:31 | Report Abuse

Raider also think should becareful Gadang....bcos it is overplayed with latest below expectation stock price under expectation result loh....!!

Going fwd more and more selling pressure mah.....!!
Raider notice when KYY....start selldown on Focus Lumber....it fall all the way from rm 3.00 to rm 1.45 within a period of less than 3 mths loh....!!

Therefore it is ok to take profit or cut loss b4 too late mah...!!

Posted by GG3261 > 2016-10-31 14:32 | Report Abuse

Posted by calvintaneng > Oct 31, 2016 02:25 PM | Report Abuse

I really hope i3 people are not conned by syndicates



they con us , you mislead us
the damage is doubled.

Posted by Ezra_Investor > 2016-10-31 14:37 | Report Abuse

Posted by Wing50 > Oct 30, 2016 05:30 PM | Report Abuse

We have to understand that this is only an advertising article. So, it has to repeat again and again the same old story!

By the way, we all know that up-to-date company information is vital in a decision as to whether to buy or sell a share. Share price reacts to constant changes to this information and not some historical financial data.

=========================================

If you read a lot of financial books, you will discover that people actually have very short term memory especially when it comes to financial memory.

Imagine if one day KC stopped writing completely, within 1-2 years, nobody would have remembered him, not to mention value investing.
Do you know value investor is actually only a minority group in the market?

As much as KC keeps repeating like a broken record, I think it is a necessity to do so.
Maybe KC you could add some spice into it, by add some new fresh element? or maybe talk some up to date topics like how felicity commented on Gadang?

Anyway, do keep up with the good work KC.

Posted by paperplane2016 > 2016-10-31 14:42 | Report Abuse

wow, raider also said careful. I better listen

Posted by GG3261 > 2016-10-31 14:51 | Report Abuse

I am a fans of KC and cold-eye,

I do not know how to be careful in my investment
I only know I must invest in a company that I can sleep well

Posted by stockraider > 2016-10-31 14:59 | Report Abuse

If u have the share and not interested in cut loss or take profit...it is your perogrative mah.....!!

For new investors just beware loh....bcos selling pressure is building up....do not jump in....unless and until things settle loh...!!

Just look icon...a smart player...he already cut and run mah...!!
That should be the strategy b4 too late...!1

Posted by kcchongnz > 2016-10-31 15:09 | Report Abuse

Posted by GG3261 > Oct 31, 2016 02:51 PM | Report Abuse
I am a fans of KC and cold-eye,
I do not know how to be careful in my investment
I only know I must invest in a company that I can sleep well


In my opinion, Gadang is ok company. It is nothing great, and the management, ok lah, but again is nothing that great.

If you invest in Gadang just a year ago when it was selling at RM1.50, yes, I agree with you, you should be able to sleep well. I did invest in it too, and I also invest for some of my friends too.

But with the private placement, the bonus issues, the share split, the misinformation about the Kwasa Land development, and the heavy promotion, share price shot up to RM3.30, in a short time.

Furthermore, someone also told you to buy more, because he has bought hundreds of millions, because the value of your share has increased and you can use more borrowed money to buy more, etc.

Don't you feel something is not that right?

I may be wrong, as I sometimes do, or rather often do. But in my school of thoughts, we care more of downside than trying to win big, which in my opinion, seldom materialized.

Posted by GG3261 > 2016-10-31 15:09 | Report Abuse

talk is cheap,
icon can sold house , sold car to buy camcorp, airasia....
do you believe he will keep gadang and sold his house and car
icon had sold his gadang long long ago......

Posted by JN88 > 2016-10-31 15:17 | Report Abuse

Sep 6, 2016 11:57 AM | Report Abuse

How high can go have to base on your own study especially the momentum of the company, shares split and bonus give. If the price over the value of the company then later kena trap gao gao.. kikikiki


Stock: [GADANG]: GADANG HOLDINGS BHD

Oct 21, 2016 01:04 PM | Report Abuse

Sell Before split.

Posted by GG3261 > 2016-10-31 15:17 | Report Abuse

KC,
thanks for you advise,
I am safe with the downside of gadang, don't worry
i just can not tolerate some people talking rubbish here

Posted by JN88 > 2016-10-31 15:19 | Report Abuse

GG3261: what price of Gadang in ur bottom heart? If not mistaken Tan Sri hv gv the ans.

Posted by GG3261 > 2016-10-31 15:24 | Report Abuse

i do not understand your question

Posted by kcchongnz > 2016-10-31 15:32 | Report Abuse

Posted by GG3261 > Oct 31, 2016 03:17 PM | Report Abuse
KC,
thanks for you advise,
I am safe with the downside of gadang, don't worry
i just can not tolerate some people talking rubbish here


In life, take from others what is good and ignore what you think is not good.

For Gadang, whether Calvin is right or not, we will wait and see. But I don't think he talks rubbish about it.

In investing, invert, always invert.

Posted by GG3261 > 2016-10-31 15:41 | Report Abuse

KC,

Calvin doesn't like Gadang because of capital city, he called this project white elephant. do you mean , in your eye, capital city indeed an white elephant ?

Posted by Icon8888 > 2016-10-31 15:51 | Report Abuse

Sell car sell house, sailang, all these words are a way to say go big into it. It doesn't mean I buy only airasia and nothing else

I only invested about 20% of my money in airasia and it subsequently ballooned into 40%. I mentioned this before in the forum. Check out Hippo Buy Signal blog article for details

I held Gadang from 1.20 and sold all the way up. sold last batch at 2.90 on last Friday

I dont lie. I am not Calvin

Posted by GG3261 > Oct 31, 2016 03:09 PM | Report Abuse

talk is cheap,
icon can sold house , sold car to buy camcorp, airasia....
do you believe he will keep gadang and sold his house and car
icon had sold his gadang long long ago......

Posted by kcchongnz > 2016-10-31 15:56 | Report Abuse

Posted by GG3261 > Oct 31, 2016 03:41 PM | Report Abuse

KC,

Calvin doesn't like Gadang because of capital city, he called this project white elephant. do you mean , in your eye, capital city indeed an white elephant ?


I don't know much about Capital City. I believe many who have bought Gadang also don't know much about it too. We as retail investors have limitations of what we know.

But with what Calvin said, whether he lied or not, but if i were you who is so committed to Gadang, I will seriously take a good deep look at it.

Posted by GG3261 > 2016-10-31 15:57 | Report Abuse

if he is focusing on the corporate exercise , somebody's buy call and heavy promotion.....
that is ok and I will consider it as a good piece of advise
nothing to feel bad about and won't see my name appear here
but he is showing some funny pictures this morning that i consider a nuisance without proper investigation

Posted by chowsingchi > 2016-10-31 15:58 | Report Abuse

even tho i am considered a typical newbie, i noticed that the amount of opposition on calvin is actually quite astounding.

plus i am really uncomfortable with the way he bashed AAX without any basis being given and the recent gadang stories on bad luck names n all. some stories may be right..but what on earth does bad luck names have in our analysis of stocks n companies to buy? my god....i also noticed he just luvs to spin stories n stories upon stories. its quite entertaining ....lol

if you have a lot of ppl saying u have done a lot of wrongs...it will probably mean that it is.

i totally agree with icon on this calvin story teller...

amen

Posted by chowsingchi > 2016-10-31 16:01 | Report Abuse

plus i really find it ludicrous n downright funny to boldly state that bjcorp is the berkshire of asia and palm oil to go up to rm6k with out any proper due diligence...excellent story teller

Posted by GG3261 > 2016-10-31 16:01 | Report Abuse

here you read the agreement of the JV




Posted by calvintaneng > Oct 29, 2016 11:25 PM | Report Abuse

Posted by pisanggoreng > Oct 29, 2016 11:09 PM | Report Abuse

a chinese saying,

one type of rice , all sort of people

ah boon not interested in gadang because it is a share promoted by his enemy KYY and he is jealous of OTB . so do not hope to hear anything fair and unbiased from him regarding all the stocks recommended by KYY or OTB

Calvin refuses to believe Gadang can perform well because of capital city .

he is convinced that houses are difficult to sell now a days , not only capital city but the whole property market in Malaysia and Singapore. He had seen this with his own eyes.

But he is a good christian with a careless heart.because he did not do his homework well before providing his golden advises not to invest in Gadang .

why i said he is careless?

1. He did not read the agreement of the JV of Gadang and Hatten for the development of Capital city.
you may view the agreement through the following link:

http://www.bursamalaysia.com/market/listed-companies/company-announcem...

if he had read the agreement carefully with an unbiased heart (hati terbuka), then he would have convinced that whether capital city a "white elephant" or "not a white elephant" , Gadang is guaranteed of the profit sharing of some RM334,000,000.00 or a steady income of about RM55M - 60M per year, every year for a period of 5 five and half year starting from 2015 untill 2021

Gadang did not have to pay a single sen for the development , just a piece of land bought a price of RM 30,500,000.00. all the development cost is borne by Hatten

2. Calvin did not check the financial status of Hatten international pte limited company. if he had done that,then he would have convinced this capital city project for Hatten is just a "sap-sap-sui" case.

Conclusion :

Capital city is a Goose that lay the Golden eggs for Gadang ,

how can you let go easily a Golden Goose with a small gain.

God will never give you a second chance if you do not treasure the first one.




Calvin replies:

Pissanggoreng or pissang sudah kena goreng?

Calvin good Christian with careless heart?

Calvin has studied both Hatten from Singapore & Gadang's position.

I think Hatten has tried to wear a Hat Too Big For Its Own Good.

Now of course Gadang is providing the 16.2 acres land worth Rm21 millions for the Capital City JV project.

Share of Rm334 millions windfall of JV with Hatten? I think you prepare to forget it. There is a blindness of colossal proportion if people are buying into the Capital City story.

Mow that Capital City is being built in stages Gadang's own 16.2 acres land are liable for quit rent & assessment. It will be more and more from MPJB later. Just like they slapped a Huge Tax on UEMS!

So in stead of a profit from Capital City Gadang better be prepared to pay more land taxes. That will be a wake up call later.
31/10/2016 10:17

Posted by herry168 > 2016-11-01 00:21 | Report Abuse

May i know which are the value investment company to put in portfolio 2017? Let it go for the past ,look forward the furture growth of investment to accumulate for the compounding return..

Posted by Wing50 > 2016-11-01 02:05 | Report Abuse

It is entirely your prerogative to agree or disagree with my statement that up-to-date information is vital to decision making in selection of shares, as historical financial data are all factored in the share price.

Prediction of the future and success in investing are two entirely different matters.

You don't need a snake-oil salesman to give prediction of the future. You would be better off to consult a clairvoyant, so long you are happy and believe in it.

Even if you correctly predicted the future that doesn't mean you are a successful investor.

We are well aware that even the most successful investors in the world will time and again get it wrong. However, that doesn't mean that he/she is not a successful investor.

So, why would I expect you to become a snake-oil salesman to give me prediction of the future?

Posted by kcchongnz > 2016-11-01 04:34 | Report Abuse

Posted by Wing50 > Nov 1, 2016 02:05 AM | Report Abuse
It is entirely your prerogative to agree or disagree with my statement that up-to-date information is vital to decision making in selection of shares, as historical financial data are all factored in the share price.
Prediction of the future and success in investing are two entirely different matters.
You don't need a snake-oil salesman to give prediction of the future. You would be better off to consult a clairvoyant, so long you are happy and believe in it.
Even if you correctly predicted the future that doesn't mean you are a successful investor.
We are well aware that even the most successful investors in the world will time and again get it wrong. However, that doesn't mean that he/she is not a successful investor.
So, why would I expect you to become a snake-oil salesman to give me prediction of the future?


As a retail investor, there is limitation of what he can do, the most is to base on annual report and published financial statements, and/or industrial report, other analysts reports etc. To get other information like management plans, future contracts, prospect of the industry etc, those are the job of a professional analyst. This information is important, but is it really so "vital", a must have in order to be successful in investing?

And tell me, how many of those professional analysts, in percentage wise, with so much "vital" information at their disposal, have done very well?

I have shown many times in i3investor, really successful super investor such as Walter Schloss of deep value investing, Joel Greenblatt of Magic Formula, Coldeye based on his 5 yardsticks extracted from annual report, or ven Buffett of his famous metric of return on capital, etc. Does anyone of these tell you that predicting the future is very important for your investing success?

"historical financial data are all factored in the share price."?

I used to use to argue with others that the above of market efficiency is always true when I was studying a master degree in finance, because I was brain-washed. After reading many books and writings of those super investors, and from my own investing experience in the last 10years, some of which I have shared all over i3investor in the last 4 years, I have completely changed my view.

Buffett used to say, "If the market is efficient, I would be holding a tin can in my hand now."

"Even if you correctly predicted the future that doesn't mean you are a successful investor."

Why not? The question is how many people can do that?

"We are well aware that even the most successful investors in the world will time and again get it wrong. However, that doesn't mean that he/she is not a successful investor."

Who are those very successful super investor who time the market, get them wrong, and be very successful? What is the percentage of them?

Posted by Wing50 > 2016-11-01 05:31 | Report Abuse

Thank you for your statements.

That was a really good and rewarding discussion with you KC. May I add that you are without doubt a very knowledgeable and experienced person.

I can see that people who follow your course will open their eyes to see a whole new dimension of investing and benefit from it.

I also understand now why you need to keep asking people to read and read again what you write.

Posted by king36 > 2016-11-01 05:58 | Report Abuse

A good discussion.

KC still the MAN.

Nobody could be 100% right but KC still gives good consistent advice. Thanks.

Posted by herry168 > 2016-11-01 08:46 | Report Abuse

Anyone do have analysis for coming year 2017 which company have good growth perfomance in fundamental of real market?ur Sharing will be appreaciated...

Posted by SALAM > 2016-11-01 16:09 | Report Abuse

With or without Capital City, the so-called golden goose, Gadang still a viable and reliable contractors in the good books of MRT and LRT besides other government building contracts..Capital City is a bonus..

Posted by herry168 > 2016-11-02 11:21 | Report Abuse

Well done WCT.... haverst time..

Posted by enigmatic ¯\_(ツ)_/¯ > 2019-11-13 16:02 | Report Abuse

Time to revisit this blog