Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:30 | Report Abuse

Growers: Slow growers Stalwarts Fast growers Cyclicals Asset plays Turnarounds Please share one name of your stock and which category it belongs to. A stock can belong to one or more categories.

1 person likes this.

30 comment(s). Last comment by calvintaneng 2024-01-22 16:21

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:47 | Report Abuse

United Plantation: cyclical, slow grower (cyclical growth)
KLK: cyclical, slow grower (cyclical growth)

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:49 | Report Abuse

Capital A: turnaround, cyclical.

AAX: turnaround, cyclical

High risk, turnaround rarely turns. Or may take a long time to turnaround.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 16:44 | Report Abuse

Sadly, very few good/great companies in Bursa for long term investing.

Sslee

4,754 posts

Posted by Sslee > 2024-01-09 17:01 | Report Abuse

I have Insas, OSK, Jayatiasa, Armada and Pantech
Insas and OSK asset play + dividend
Jayatiasa turnaround with dividend
Armada speculative cyclical play for trading to earn my free bintang beer and lobster
Pantech slow growth with dividend

ks55

3,504 posts

Posted by ks55 > 2024-01-09 17:08 | Report Abuse

Haha...

Why you don't have Crescendo? Sold 100 acres got rm 540 million. Going to sell another 100 acres in the same location for not less than rm 500 million!

Sslee

4,754 posts

Posted by Sslee > 2024-01-09 17:13 | Report Abuse

I would love to have KSL if only the three brothers care to pay dividend

ks55

3,504 posts

Posted by ks55 > 2024-01-09 17:17 | Report Abuse

I have KSL too. Bought at 40 sen!

Sslee

4,754 posts

Posted by Sslee > 2024-01-09 17:29 | Report Abuse

For jayatiasa you can estimate what will be quarter end 31 Dec 2023 financial result.

Disclosure On Quarterly Production
JAYA TIASA HOLDINGS BHD
Production figures for current quarter and year to date
Individual Quarter (quarter) Cumulative Period
Current Year Quarter Preceding Year Corresponding Quarter Changes
(Amount / %) Current Year To - Date Preceding Year Corresponding Period Changes
(Amount / %)
31 December 2023 31 December 2022 31 December 2023 31 December 2022
PLANTATION
Crude Palm Oil (MT) 69,092.00
53,154.00
30.00
219,868.00
161,183.00
36.00

Fresh Fruits Bunches (MT) 345,778.00
264,967.00
30.00
1,120,526.00
868,557.00
29.00

Palm Kernel (MT) 16,094.00
12,596.00
28.00
50,969.00
36,561.00
39.00

TIMBER
Log Production Volume (Cubic Metres) 27,582.00
25,273.00
9.00
75,823.00
91,042.00
-17.00

Production figures for current quarter compared with immediate preceding quarter
Current Quarter Immediate Preceding Quarter Changes
(Amount / %)
31 December 2023 30 September 2023
PLANTATION
Crude Palm Oil (MT) 69,092.00
70,529.00
-2.00

Fresh Fruits Bunches (MT) 345,778.00
359,740.00
-4.00

Palm Kernel (MT) 16,094.00
16,674.00
-3.00

TIMBER
Log Production Volume (Cubic Metres) 27,582.00
8,577.00
222.00


Remarks :
This announcement is dated 9 January 2024.

Posted by enigmatic [bamboo investing style] > 2024-01-09 20:10 | Report Abuse

ICAP: slow growers
UTDPLT: stalwarts
KGB: fast growers
HIBISCS: cyclicals
BIOHLDG: turnarounds
MKH: asset opportunities.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:26 | Report Abuse

Pentamaster:
Good company. (Gruesome in the past)
Fast grower.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:30 | Report Abuse

Nestle: Great company. Economic moat - wide. Well managed.
Slow grower (in line with population and economic growth)
Dividend growth investing

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:31 | Report Abuse

Coastal: Good company. Competitive environment. Cyclical. Asset heavy. Capital intensive.

calvintaneng

53,278 posts

Posted by calvintaneng > 2024-01-11 00:40 | Report Abuse

THE PROBLEM OF 3iii IS HE HAS TUNNEL VISION IN INVESTMENT (HE CANNOT SEE WHAT OTHERS SEE)

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

There is really a Big Big Problem with 3iii or iinvestbodoh)

Calvin has been in i3 forum and there are over scores of great calls from year 2013 to now 2024 - 11 long years already)

And out of over one hundred fair, good, great and some fantastiic calls 3iii only keep picking bones on Netx which was a stock for year 2018.

He can blindly bypass those Great Calls which are all taken private at good prices one by one

IjmPlant versus Harta
IjmPlant buy call Rm1.86
KLK Took Private Rm3.10
See
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

Bplant buy call 57 sen
After deducting 24 sen total dividend
Cost only 33 sen
LTAT takes private at Rm1.55
Up 369%
See
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE

Pelikan buy call 47 sen
After 2 cash payouts already more than 100% gain
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-10-27-story-h1592912951-PELIKAN_5231_CASH_PAYOUT_FROM_PELIKAN_BETTER_THAN_TO_MANY_WITH_RIGHTS_I

Then there are
TheStore
Super Enterprize (up 200%)
Kbunai (up 100%)
Kulim (Up 60%)
Daiman (diamond) Up 40%
Kwantas (up 200%)
Tmakmur (Land of prosperity: Up 38%)
Weida
MMcCorp

All above chun chun taken private

And 30 more Great stocks up from 50% to 3,000%
Will compile them one day

Peter Lynch said diversify into 10 Value Stocks
If 2 or 3 go bankrupt but one is a 10 baggars (that is can up 1,000%)
This one with one thousand per cent profit more than cover 2 or 3 losses
Remember, the maximum loss in a share is 100%. Yet Netx is still listed and traded

SO BETER WAKE UP

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-12 11:59 | Report Abuse

We will just have to focus on our investing. So much noise from a Singaporean. :-) He is particuarly disturbed by NETX.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-12 12:03 | Report Abuse

KLK:

It is a great company. However, a great company may not be a great investment.

ROE 5.83
ROA 2.75
ROTC 6.66
ROIC 3.87

DY latest 2.68%
Price RM 22.42 / share

Huge plantation stock. Growth will be slow by nature of its size. Well managed. Trustworthy management, that continues to manage the business diligently and rewarding the shareholders.

stockraider

31,556 posts

Posted by stockraider > 2024-01-14 19:30 | Report Abuse

No point great Co loh!

Make sure the price u buy make sense loh!

calvintaneng

53,278 posts

Posted by calvintaneng > 2024-01-21 02:26 | Report Abuse

calvintaneng

3iii has been harping on Netx which is still listed at 11 sen ( up 1 sen from 10 sen) when shares like Rapid Synergy, Ynh Scib, Leform, Widad, Mersec and others which gone limit down and he never bother to do his duty go there and warn innocent people there

This shows 3iii a busy body and a time waster
Go and do something productive

50 minutes ago



calvintaneng

Calvin first promoted Pm Corp in year 2013 & 3iii opposed and said Pm Corp only worth 14.4 sen in investlah (now bankrupted by 3iii)

Pm Corp went across 30 sen 3 times & gave a Cash payout of 8 sen
So he failed

So many good stocks were picked from years 2014 to 2017 of which 3iii kept total silent

See these 4 Great Buy Calls in year 2016 https://klse.i3investor.com/web/cube/profile/oalvintaneng

Stock: [NOTION]: NOTION VTEC BHD

2016-04-03 14:43 | Report Abuse

For the next 3 years CPO prices are expected to rise & rise to Rm4,000 a tonne.

Mr, how? Very nervous...whole day can't sleep well


Oh boy!

If you buy shares that cause you to lose sleep you better sell them off and switch to these ones

1) JTIASA (Giant Tressure)
2) Ytl Power (Rock solid & stable) Dividend is 6.8%
3) RceCap (Also Rock Solid) Cash pay out is 25%
4) PBA (This One The MOST SOLID OF ALL) Water is recession proof


Jtiasa was Rm2.70 when CPO was Rm2,600 a ton

Now CPO already crossed Rm2.700 a ton

So Jtiasa going back to Rm2.70 is only a matter of time.

Just buy and forget!

After CPO Cross Rm4,000 a ton then you only SEE how much is Giant Treasure worth.


Above 4 CHUN CHUN STOCKS POSTED ON (2016-04-03)
https://klse.i3investor.com/web/cube/profile/oalvintaneng

YTL POWER
Now very very hot stock

PBA
Also very very hot stock

RceCap
Buy 27.5 sen
Capital exercise

Free 7.5 sen & 4 shares consolidate into one

So 27.5 - 7.5 sen (cash paid)

20 sen X 4

= 80 sen after consolidation

Now RceCap is now current price Rm3.10 (Up 387%)

JAYA TIASA?

Buy call 63 sen
Now Rm1.05

STILL GOING UP

BETTER DO NOT MISS JTIASA (GIANT TREASURE)

Missed Ytl Power? Never mind!
Missed PBA? Never mind!
Missed RceCap? Never mind!

BUT DON'T YOU MISS JAYA TIASA!

SEE

https://klse.i3investor.com/web/cube/profile/oalvintaneng

calvintaneng

53,278 posts

Posted by calvintaneng > 2024-01-22 16:21 | Report Abuse

Why is calvintaneng so bullish on TSH RESOURCES? Lessons from Investing in GSB (slow and steady win the race) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-22-story-h-190294018-Why_is_calvintaneng_so_bullish_on_TSH_RESOURCES_Lessons_from_Investing_

iinvestbodoh talked bad about Gsb and missed it totally!

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