Posted by hooi > 2015-09-04 19:34 | Report Abuse

http://klse.i3investor.com/blogs/bfm_podcast/82481.jsp

Posted by VWWong > 2015-09-08 22:40 | Report Abuse

TTB is waiting for PBB to go to RM10 and Nestle to go to RM40 then only then he buy. Hahahaha. A definitely conman and only he can survive in Malaysia. He always believe China will beat USA. From here, you can tell, how stupid he is.

Posted by calvintaneng > 2015-09-08 23:04 | Report Abuse

Public Bank at Rm10 ? Nestle only Rm40?

Then ICapBiz will also retrace to Rm1.00?

Hip Hip Hooray!

Posted by mudwyx > 2015-09-09 06:17 | Report Abuse

TTB stupid? nono far from it.... PPL are willing to "donate" him RM 7 millions annually happily while he sitting there doing nothing. Stupid ppl won't be able to do that.

Posted by VWWong > 2015-09-09 18:14 | Report Abuse

Yes, then people who invest in iCap is stupid.

Posted by mudwyx > 2015-09-10 17:06 | Report Abuse

I pity the 12% foreign investors. Thought they can realised the NAV value but got trapped and now seeing the currency dropped. I think the lost in currency also cannot cover their gain in NAV (should it realise)

Posted by bohmiah > 2015-09-12 18:38 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/82875.jsp

Sigh ... What an arrogant reply from cap dynamic ... Seems like they can't take criticism ...

Posted by hpcp > 2015-09-12 22:41 | Report Abuse

Have you seen any reputable fund manager tooting his own horn and so arrogarnt like TTB when performance of his funds is just average? Please name one

Posted by TengkuFaisal > 2015-09-12 23:11 |

Post removed.Why?

Posted by Icon8888 > 2015-09-13 11:49 | Report Abuse

hpcp, I don't know of any fund manager like that

but i know of an individual who behaves like that

optimus (aka Tengku Faisal)

LOL

Posted by hooi > 2015-09-14 12:03 | Report Abuse

http://www.nst.com.my/news/2015/09/how-invest-warren-buffett

Posted by mudwyx > 2015-09-18 11:12 | Report Abuse

Is the AGM tomorrow morning? I want to attend.

Posted by MG9231 > 2015-09-18 16:17 | Report Abuse

http://myinvestingnotes.blogspot.my/2015/09/icapital-close-end-fund-winners-and.html

Posted by fast > 2015-09-20 17:38 | Report Abuse

Unfortunately Icap is holding a lot of Boustead and Vitrox, read their dark few years ahead:

Boustead http://klse.i3investor.com/servlets/staticfile/268224.jsp
Vitrox http://klse.i3investor.com/servlets/staticfile/268051.jsp

Posted by king36 > 2015-09-20 18:50 | Report Abuse

AGM finished.
Can some one who attended the AGM share something?
Any bonus? Divvy?
TQ.

Posted by murali > 2015-09-20 20:01 | Report Abuse

Anybody screwed TTB?

Posted by mudwyx > 2015-09-21 08:59 | Report Abuse

Yesterday he talked about mental gymnastic. LOL. He's the one that need mental gymnastic the most.

Posted by hooi > 2015-09-21 08:59 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2015/09/21/No-change-in-icapital-board-keeps-directors/?style=biz

Posted by yongch > 2015-09-21 15:36 | Report Abuse

Part of his said no logic also...don think hold 260m cash yaya papaya..if COL throw all their icap share 13.51%then u will b trouble...why not?since msia outlook worse...oledy lost 30% currency exchange..cut loss la...then is"gdbuy"for icap..myr1.30mayb..during this down market time v really can buy gd company in very cheap price...Why shd v need ICap??

Posted by makubex718 > 2015-09-21 16:47 | Report Abuse

Any news to share? Anyone go can comment?

Posted by tanyuethan > 2015-09-21 16:50 | Report Abuse

stupid stock

Posted by fong7 > 2015-09-21 17:29 | Report Abuse

according to the article above, icap has no more Parkson? Really? Sold off?

Posted by stead > 2015-09-21 23:37 | Report Abuse

He just said he should have sold parkson at rm8, or maybe rm7 or even rm5....

Posted by riskabsorber > 2015-09-22 16:44 | Report Abuse

It is impossible for COL to dispose off all their stake in ICAP. They will need to face their clients directly after making tons of losses. They will keep on purchase for more shares in bad times in order to average the previous purchase price. Based on 2015's annual report, COL only holding 18.92 mil shares yet the outcome from voted by poll was about 20 mil. Which mean, if next year Mr Tan still pessimistic and do not utilize the cash pile. We will see another round of dispute against fund manager and COL.

Posted by yongch > 2015-09-23 09:36 | Report Abuse

why not?bought@1.60-1.80..now selling@2.2-2.80to gain currency exchange loss...let retail stock panic n crash...don think 260m is lot...when he made a mistake die die stubborn...poor shareholders!!

Posted by murali > 2015-09-23 15:19 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/83253.jsp

Posted by riskabsorber > 2015-09-25 12:19 | Report Abuse

COL still have chance to take over ICAP. Based on the total voters attended the 11th AGM was approximately 80 mil shares. Which mean out of 140 mil of total number of shares, still have 60 mil shares which did not vote for any party. Next year will have another round of drama.

Posted by coffee > 2015-09-26 13:26 | Report Abuse

http://files.cdam.biz/city_of_london_letter_20150914/#1/z

Posted by coffee > 2015-09-26 13:50 | Report Abuse

Above link is reply letter to COL

Posted by king36 > 2015-09-30 13:47 | Report Abuse

Better think of giving bonus like Magni.
This will boost up share price.
Divy is also OK.

Posted by mudwyx > 2015-10-02 11:08 | Report Abuse

TTB won't do that. BTW how much holding does TTB have on ICAP?

Posted by rockycleft > 2015-10-05 18:06 | Report Abuse

Cash is king believer,what about depreciation? Hahaha .....high time to come down from altar.

Posted by calvintaneng > 2015-10-11 21:31 | Report Abuse

Dear Friend,

On January 16th 2015 I highlighted the Value of AJIYA by MG9231 at Rm2.05

After 10 months AJIYA Has Surged a nice 60%. while ICap has gone down.

I think ICap has a good position now to invest its Cash Hoard.

One of the Most Promising share is KPSCB.

See my write up in KPSCB Forum Site.

See after 10 months it will also beat ICapbiz

Regards,

Calvin Tan

Jurong West, Singapore

Posted by calvintaneng > 2015-10-30 14:25 | Report Abuse

History teaches us that men never learn from history?

Yes and no.

Why yes and no?

Answer:

Because it is only 50% true.

True for gambling fools who never learn anything from history.

But for those who study history carefully they will learn to avoid the mistakes of the past.

If not for Ben Bernanke's QE 1, QE2 & QE 3 we are already in the Great Depression.

Since Ben was so afraid of a repeat of the Great Depression he opened wide the spigot and poured Fiat Money into the system.

THUS POSTPONING & POSTPONING THE GREAT DEPRESSION

To be continued

Posted by calvintaneng > 2015-10-30 14:30 | Report Abuse

After Rm5 Trillions QE from Dragi there is another DOSE OF QE COMING SOON.

And 5 CENTRAL BANKS HAVE ALREADY CUT INTEREST RATES.

This is doing Great Damage to Cash.

UNDER THIS SCENARIO CASH IN THE BANK IS NOT SAFE.

PURCHASING POWER WILL BE ERODED BY MONEY PRINTING.

THE MIDDLE CLASS WILL NOW DESCEND INTO THE LOWER CLASS STATUS

IF YOU DON'T PUT MONEY INTO DEFENSIVE MODE OF BEATING INFLATION YOU ARE BOUND TO BE POORER AND POORER

TO DO NOTHING IS LIKE THE FROG BEING COOKED UNDER A SLOW FIRE

Posted by Victims > 2015-11-01 19:05 | Report Abuse

TO DO NOTHING is

█BETTER█

than LISTENING to CALVINTANENG

into MAKING FOOLISH DECISION

to BUY

ALAM @ 60 SEN

ARMADA @ RM 1.30

GSB @ 18 SEN, etc...etc..

You agree?

Posted by calvintaneng > 2015-11-01 20:38 | Report Abuse

Calvin Also Told All To Diversify Purchases

You Should Also Have Bought These Shares If You Have Followed Closely

1) PM Corp at 15 cents.
2) Ipmuda at 70 cents
3) MyEG at Rm2.00
4) Super Enterprize at Rm1.25 (This one taken private at Rm3.80)
5) Ajiya (This one needs no introduction.)
6) Jaks at 39 cents
7) Kulim at Rm2.50
8) CMSB at Rm4.70
9) Opcom at 60 cents
10) Jerasia at 45 cents.

It was Peter Lynch who said that we should diversify our investments into as many counters as possible (Peter Lynch's Magellan Fund rotated into over 2,000 counters.)

This is his philosophy:

If we bought into 10 counters with potential one or two might go bankrupt. But if only one of the selected counters is a 10 bagger then it is worth it all.

So in investment let our downside be taken care of first before expecting any upside. Losing 20% to 30% is alright if it is compensated by other counters reaping 100% to 200% gain.

However, if you don't study and simply dabble with gambling stocks it is far better that you just stay put with FD in the Bank or ICapbiz shares.

Posted by paperplane2 > 2015-11-01 20:59 | Report Abuse

Can shortsell this stupid ttb company? He will do poorly!

Posted by paperplane2 > 2015-11-01 20:59 | Report Abuse

He go avg down parkson I heard

Posted by Parkson > 2015-11-01 21:06 | Report Abuse

paperplane2 why ttb avg down Parkson. Why not sell as he like to hold cash?

Posted by GenghisHoe > 2015-12-02 07:55 | Report Abuse

hooi The title and focus of this seminar is on art. To be precise, the art of successful investing.
As speaker for the day, he will not be talking specifically in his capacity as a fund manager. He will be putting on his investment adviser hat instead - hence, charting, macro-economics, and financial analysis will all be touched upon.

....

Financial Statement Analysis
Summary Contents
Basic Identity of Accounting
Financial Statement Analysis
Case Study A: Kotra Industries
1. History
2. Financial Highlights
3. The Dupont Method
4. Warning Signs
5. Peer Comparison

Case Study B: Signature International
1. History
2. Financial Highlights
3. Ratio Analysis
4. Profitability Ratio
5. Warning Signs
14/05/2015 11:42

Hi hooi, could you kindly share about the warning signs of Signature International that Mr. Tan had shared during his seminar? Appreciate if you do share with me at bosx8989@gmail.com. I'm also interested in discussing other stocks with you according to the fundamental analysis.

Posted by winnerzhang > 2015-12-02 16:42 | Report Abuse

icaptal.biz @2.35 is deeply undervalued. With net cash of 1.86, you're paying 0.49 for the remainder portfolio worth 1.08! (NAV 2.94 - cash 1.86.) Value investors should take another look at this counter.

Posted by hooi > 2015-12-02 16:55 | Report Abuse

Agree!

Posted by san3 > 2015-12-05 12:06 | Report Abuse

Yes but still not moving for so long. when will they use the cash ? just distribute as dividends if not using it .

Posted by SuperMan 99 > 2015-12-06 22:39 | Report Abuse

I had held most my stocks in icapital since 2007 & bought more when prices down to less than RM1.30 during 2008. Did buy some also after that.

Know what? My overall return was just about 30% at time i decided to dispose off in August this year.

I then put all my monies in Airasia when prices went down to below RM1 & disposed off all at RM1.30.... Buy sell within 2 months.

Then i put most into Gadang when prices were around RM1.4+ & still holding.

All i want to say is i respect ttb as good fund manager, but that did not translate into good return for my monies.

I bought Aim, Tongherr & Parkson based on the analysis from icapital.biz & made huge losses...

Now i choose to do it myself & hope get better return in future.

Posted by SuperMan 99 > 2015-12-06 23:30 | Report Abuse

Talk about price transacted at discounted NTA, there are more than dozens of companies out there with price way below NTA. Choose wisely.

Posted by SuperMan 99 > 2015-12-06 23:36 | Report Abuse

Cash rich company like Plenitude keeping huge huge cash + shorterm investment (451m) but having revenue of about 250m-300m annually & profits of about 80m every year for the PAST 10 YEARS!

High cash level does not necessary will bring growth & higher profits in coming years! A lot of companies proved that!

And the real fact is ICAPITAL has not been performing at all for the past 5 years!!!

Look at the chart yourself here:
http://klse.i3investor.com/servlets/stk/chart/5108.jsp

Posted by SuperMan 99 > 2015-12-06 23:45 | Report Abuse

TTB should have seen the change in consumer behaviour for China people in recent years & should have known Parkson will not do good with the same business model. But nothing was/is done (to warn in icapital.biz's newsletter or/and to disposed off under closed end fund)

The analysis from Icapital.biz website keep saying good for Parkson & the fact was the price dropped from RM5 to now about RM1. I see no upside but more downside with the floor is the limit.

Very very disappointed on this & that's why I gave up on ICapital.

Posted by SuperMan 99 > 2015-12-06 23:50 | Report Abuse

The london guys must be the stupid one & should be regretting now, holding a big churn of icapital shares & find it hard to walk away as only very low transactions everyday.

Perhaps this is the only thing can make me laugh.

Posted by SuperMan 99 > 2015-12-06 23:55 | Report Abuse

I did have high hope to have good return for my monies in ICapital but it turn out losing way behind to my investment in unit trust.

For existing shareowners, good luck & all the best.