Posted by calvintaneng > 2 months ago | Report Abuse

Peter Lynch: What is a Cyclical Stock and How to Invest in them? | Stock Shop 1998【C:P.L Ep.41】

https://www.youtube.com/watch?v=hCSD5zbNxeQ

Posted by calvintaneng > 2 months ago | Report Abuse

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact

Now they will face Good Times again with the Rise of AI (Artificial Intelligence) & DATA CENTERS (DC)

Posted by wang336604 > 2 months ago | Report Abuse

is this real

Posted by EngineeringProfit > 2 months ago | Report Abuse

Calvin, finally after you got their funds stuck there for so long, you are guiding them the make real profits in klse superbull run (But jcy, notion and dufu have gone up so much....Can't you ask them not to chase high but to wait for double bottom?)

Posted by sharkdododo > 2 months ago | Report Abuse

Dufu gogogogo.. h9e

Posted by gohkimhock > 2 months ago | Report Abuse

Calvin, no mention on Dufu's receivables since you like to harp on this issue? Btw, the current PE is very high. You seem to have a problem in stock picking...

Posted by calvintaneng > 2 months ago | Report Abuse

Eagle Group members who bought bplant at 57 sen, Jtiasa at 63 sen, Taann at Rm2.75, Thplant at 47 sen, Fgv at Rm1.16 and even Tsh at Rm1.09 are all doing fine. Many received best ever dividends

Posted by flairline > 2 months ago | Report Abuse

Better hope in vstec 😆

Posted by calvintaneng > 2 months ago | Report Abuse

For Dufu its main dealings with Western Digital and Seagate and these are doing very well

As for high p/e Dufu is classified under "TURNAROUNDS"

PETER LYNCH SAID

A CYCLICAL AT PEAK HAS LOW P/E

AND THAT IS THE TIME TO SELL

WHILE AT ITS BOTTOM IT HAS HIGH P/E

BUYING IS DUE TO CYCLICAL UPTURN YET AHEAD WHEN PROFIT ACCELERATE AND P/E WILL THEN SHRINK

IN ANY CASE DUFU IS A HIGH BETA STOCK

IN BOOM IT SHOOTS HIGHER

IN BAD TIMES IT DROPS MORE

IN BOTH IT WILL GO INTO EXTREMES DUE TO IT BEING A BETA STOCK

Posted by calvintaneng > 2 months ago | Report Abuse

Vstec buy call was on 29 May 2020 at Rm1.17 (after split 58.5 sen)

Now over Rm3.60 and up 600% so don't chase

Posted by sharkdododo > 2 months ago | Report Abuse

Let's fo continue hoot Dufu let it fly above 3 bucks!

Posted by calvintaneng > 2 months ago | Report Abuse

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

Posted by calvintaneng > 2 months ago | Report Abuse

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

from Notion Qtr

Posted by calvintaneng > 2 months ago | Report Abuse

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

Posted by calvintaneng > 2 months ago | Report Abuse

Inside a Google Data Center

See

https://www.youtube.com/watch?v=XZmGGAbHqa0

See carefuly

At the Very "Center" of Data Center are HARD DISK DRIVES (HDD) Rows and Rows and Rows of HDD!!

Posted by calvintaneng > 2 months ago | Report Abuse

THE MAIN FUNCTION OF WORKERS IN DC


MAKE SURE HDD (HARD DISK DRIVES) ARE IN TIP TOP CONDITION

Posted by calvintaneng > 2 months ago | Report Abuse

THERE ARE MORE THAN 10,000 DATA CENTERS IN THE WORLD & ONLY 3 HDD MANUFACTUERERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-25-story-h-160749967-THERE_ARE_MORE_THAN_10_000_DATA_CENTERS_IN_THE_WORLD_ONLY_3_HDD_MANUFAC


calvintaneng

53,609 posts

Posted by calvintaneng > 3 minutes ago | Report Abuse

SEE MALAYSIA MENTIONED IN DATA CENTER NEWS

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

only Seagate, Western Digital & Toshiba supply HDD to all these thousands of DATA Centers Worldwide

JCY
NOTION
DUFU

WILL BENEFIT TREMENDOUSLY

FROM NOW TILL REST OF THE DECADE THE HOTTEST THEME IS AI AND DATA CENTERS

Posted by calvintaneng > 1 month ago | Report Abuse

AFTER GREAT SUCCESS IN VSTEC - JCY & NOTION ARE TWO CHUN CHUN BUY CALLS OF CALVIN TAN

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-09-story-h-159761067-AFTER_GREAT_SUCCESS_IN_VSTEC_JCY_NOTION_ARE_TWO_CHUN_CHUN_BUY_CALLS_OF_

1 minute ago



calvintaneng

VSTEC (5162) A MONOPOLY ON THE INTERNET ECONOMY & E-COMMERCE PLUS HIGH DIVIDENDS , Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

VSTEC IS LOCAL WHY JCY, NOTION & DUFU ARE GLOBAL!!