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16 comment(s). Last comment by calvintaneng 2019-11-16 17:53

3iii

12,832 posts

Posted by 3iii > 2019-11-12 07:20 | Report Abuse

Once again, calvin is deluded.

Buffett has avoided cyclicals and has outbeat Peter Lynch in wealth accumulation.

Peter Lynch's good performance in Magellan funds were mainly delivered by the multibaggers from fast growing small caps stocks.

3iii

12,832 posts

Posted by 3iii > 2019-11-12 07:25 | Report Abuse

It is amusing to see calvin proudly declaring his prowess in cyclicals when Buffett and Peter Lynch, who are proven masters in investing advocate avoidance and/or caution.

No wonder calvin's track record of 2 out of his 3 stock selections lost money is unsurprising. While Buffett and Peter Lynch choose to jump of 1 foot high hurdles, deluded calvin chooses to jump over 7 feet hurdles because calvin was so much smarter.

3iii

12,832 posts

Posted by 3iii > 2019-11-12 07:27 |

Post removed.Why?

3iii

12,832 posts

Posted by 3iii > 2019-11-12 07:44 | Report Abuse

By avoiding cyclicals, (except for the few occasions: please ask raider how I made hundred % gains in the occasional cyclicals) and staying with high quality growth companies (mainly non cyclicals), patience, discipline and compounding over the LONG TERM have delivered amazing portfolio incremental value.

The incremental value delivered in a single year often exceeds by hundred folds those of short term players, making it almost impossible for them to challenge this record in the short or long term.

Time in the market is proven more rewarding than timing the market.

calvintaneng

53,341 posts

Posted by calvintaneng > 2019-11-12 08:45 | Report Abuse

Time in the market is proven more rewarding than timing the market

That is, if you know the market direction

Like Calvin called all not to time the job award for Opcom by going in and out as Job Award suddenly announced will be too late to get back in

Because Govt already allocated Rm10. 8 billions to Telekom for the disbursement to The purchase and installation of fiber optic networks

On the other hand Calvin issued buy call for Padini at Rm1. 60 and took profit when Padini crosses Rm4. 80 as the time cycle for Padini uptrend is turning down

3iii who cannot see cyclical behavior in economy stayed on to see gains given back

That is why Calvin called all to sell into peaks to lock in gains

Peter Lynch MAGELLAN fund did beat Warren Buffet at 39% compared to Warren at 25% by buying into CYCLICALS

Another expert is Howard Marks who wrote

Mastering the CYCLICALS. Putting the odds on our side.

3iii

12,832 posts

Posted by 3iii > 2019-11-12 10:20 | Report Abuse

Howard Marks

I think Calvin did not get the right message from his book.

calvintaneng

53,341 posts

Posted by calvintaneng > 2019-11-12 11:26 | Report Abuse

Calvin got Howard Marks writing chun chun on target

Bought carimin at 39 sen
Bought Naim at 48 sen
Bought Penergy at 68 sen
Bought Uzma at 55 sen
Bought Velesto at 27 sen
Bought Redtone at 45 sen
Bought Opcom at 63.5 sen
Bought netx at 1 sen, 1. 5 sen and 2 sen
Bought T7 global at 45 sen
Bought destini at 20 sen


All chun chun ones

Thks to great Sifu Howard Marks and Peter Lynch

3iii

12,832 posts

Posted by 3iii > 2019-11-12 12:22 | Report Abuse

>>>>>


calvintaneng Calvin got Howard Marks writing chun chun on target

Bought carimin at 39 sen
Bought Naim at 48 sen
Bought Penergy at 68 sen
Bought Uzma at 55 sen
Bought Velesto at 27 sen
Bought Redtone at 45 sen
Bought Opcom at 63.5 sen
Bought netx at 1 sen, 1. 5 sen and 2 sen
Bought T7 global at 45 sen
Bought destini at 20 sen


All chun chun ones

Thks to great Sifu Howard Marks and Peter Lynch

>>>>>



I think deluded calvin should re-read Howard Mark's book.

Now that calvin has shown his winners, he may wish to show his bigger list of losers. (Refer Philip's monitoring of calvin's portfolio. For every 3, 2 lost money!)

stockraider

31,556 posts

Posted by stockraider > 2019-11-12 12:41 |

Post removed.Why?

Icon8888

18,658 posts

Posted by Icon8888 > 2019-11-12 13:17 | Report Abuse

Hello guys, like my new photo ?

3iii

12,832 posts

Posted by 3iii > 2019-11-12 15:25 |

Post removed.Why?

Posted by casualplay888 > 2019-11-12 17:15 | Report Abuse

@Icoon8888 sifu, is this really your photo?

Icon8888

18,658 posts

Posted by Icon8888 > 2019-11-12 17:41 | Report Abuse

Calvintaneng

Posted by casualplay888 > 2019-11-13 10:23 | Report Abuse

Icon8888 siful, haha, where u get Calvin's photo?

calvintaneng

53,341 posts

Posted by calvintaneng > 2019-11-16 17:50 | Report Abuse

RM30 BILLIONS FOR OGSE FROM PETRONAS POWERED UP OIL & GAS STOCKS BY 100% TO 400%

FOR YEARS 2014 To 2018 OGSE WERE SUFFERING BECAUSE AFTER CRUDE OIL CRASHED TO USD27 THERE WERE FEW JOBS FROM PETRONAS

AFTER BRENT CRUDE REBOUNDED TO USD70 PER BARREL PETRONAS GAVE OUT RM30 BILLIONS FOR UPSTREAM - THAT STARTED A BULL RUN

SO BY SAME PATTERN GOVT POURING RM50.3 BILLIONS INTO NCFP FIBERISATION WILL POWER UP ALL DIGITAL ECONOMY STOCKS

AS IT WAS IT IS: AS IT IS IT SHALL BE

THE CYCLE OF BOOM AND BURST GO ON AND ON

THE WISE IN HEART KNOWS THIS AND INVEST ACCORDINGLY

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