55 % CASH
45 % VALUABLE STOCK
- 1. PRKCORP
- 2. PMCORP
- 3. MNRB
These are leno current portfolio. Dun get angri hor ... leno list for record niah.
Some shout Buy buy buy ... some shout Die die die.
So, should hold cash or stock ?
The answer is simple mar. If u dunno anything .. or if u are c2peed dam dam ... then better hold cash 50% and hold valuable stock 50% mar. Why ? Got law said cannot hold 50-50 meh ? No right ? HAHAHAHAHAH ....
If u are veli veli panlai like leno leh ... then u should more or less hold cash 50% and hold valuable stock 50%. Ops ! See .... leno always practice wat leno preach mar.
So ... u agree ? no ? yes ?
Sure agree one right ?
Cheers !
Sell in May and Go Away?
It only apply for the last 4 years.
But Not For This Year of 2015.
Why?
Answer:
This is a Very Special Year.
Got 11MP with Rm350 Billions Windfall Projects.
So "Sell in May" is detrimental to your portfolio this year.
Since so many have blindly sold in ignorance they will All be caught by 11MP surprise!
Better buy tomorrow.
3 more days to buy cheap before 11MP Launch.
On Thursday KLSE will Go
Booooooom!!!
2015-05-17 12:38
Play 3P again hehe, pmcorp, prkcorp, pantech... next mth window dressing, kaboom !!
2015-05-17 17:49
CALVIN
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Calvin: RM 350 Billion?
See how the 11MP announcements,
The deviation is [30%] (lesser)
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Calvin: Buy these before 21st May 2015.
Results:
CMSB ▲
NAIM ▼
KKB ▲
WEIDA =
KBUNAI ▼
PWORTH ▼
Too many Counters down
█████ DECLARATION █████
CALVIN TAN ENG'S CREDIBILITY IS FLAWED, FOREVER.
2015-05-21 13:48
HAHAHAHAH .. see ... it turn out leno has the best portfolio. Dun u wish u also hold 55% cash like leno ? Can sleep well, run fast, buy anytime, go holiday anywhere ... nice ! Super NICE !
2015-05-21 15:57
most constructions going down actually, not sure why. But seems like profit tsking only. Longterm all construction still going up
2015-05-22 08:15
calvintaneng
Hmmm?
45% Invested in VALUE STOCKS?
Perak Corp, PM Corp & MNRB?
Wow! Great Stock Picks by Leno the Cutie Cat.
Perak Corp.
This one I bought for 60 cents in year 2006.
Great Value! Bought 60 cents with High NTA of RM3.00 then. Now NTA has increased to RM5.00. Still got value? Yes. But it won't go up another 500% (Last time up from 60 cents to RM3.00 - a 500% gain)
PM CORP
This One Still VERY UNDERVALUE. Correct. Wait until divorce case over then it will fly again. Very good for long term.
MNRB
Ha! I bought this one and also MNI last time with my Johor Sifu. Oh boy! They took MNI Private. How MNRB now? Should be good for consistent dividend.
All 3 Stocks - From OK to Good to Very good. Very Good is reserved for PM Corp only
And 55% INVESTED IN CASH?
This one cannot lah. Invest in FD for 3.25% interest is a no no & no!
6% GST plus ringgit crash against USD 15% = 21% Automatic Depreciation.
So Keeping money in the bank will destroy value? 21% - 3.25% = A LOSS OF 17.75% Purchasing Power. Keeping Cash is a Losing Proposition.
What? Follow TTB by keeping cash? And Expect a Market Crash? He was wrong for 4 years. He had lost 70% potential profit for his investors. Opportunity cost lah!
So Leno must not follow TTB
How now?
Calvin = Call Win (Calvin call Leno to buy these Winning Stocks)
INVEST WHERE MONEY FLOWS (FOLLOW THE PATH OF MONEY}
A WHOPPING RM350 BILLIONS WILL BE UNLEASHED ON 21ST MAY 2015 FOR 11MP
Top 10 BUYS ARE
1) CMSB - CLEAR WINNER OF PAN BORNEO HIGHWAY
2) NAIM - WILL GET LION SHARES OF SARAWAK PROJECTS
3) KKB - ASSOCIATE CO of CMSB
4) WEIDA - Highly Defensive with NTA Over RM2.80. Cash RM200 mil
5) KBUNAI - Very Undervalue (Selling at 95% Discount to Revised NTA)
Buy these before 21st May 2015.
6) MUI BHD - Very Undervalue
(MUI Owns 70% of PM Corp & 70% of MUI Prop - Mui Prop 1,000 lands has book value of only RM2.13 psf) 450 Laura Ashley Worldwide, 8 Metrojaya, Reject Shops
MUI HQ Lands were bought for RM200 psf. SP Setia Bought Ex British High Comm lands 2 doors away for RM2,200 psf. MRCB Bought German Embassy Lands for RM3,188 psf.
Mui London Corus Hotel Alone Worth over RM1 Billions) After Kbunai MUI Bhd is the 2nd Most Undervalue Stock in KLSE.
7) MULPHA - Very Undervalue
Mulpha's Leisure Farm Villas are now selling for RM2.8 millions in Singapore. Land Book Value only RM8.40 psf. Leisure Farm lands current Mkt Value now RM200 psf
8) Pantech - Well positioned for Growth
Pantech Modern Factory only 15 minutes away to JB City CBD by New Coastal Highway.
Pengerang will need Lots of Steel Pipes by Pantech. Pantech has fallen to attractive level. Crude Oil well supported around USD 60 to 70 per barrel.
9) HIAPTEK - An 11MP Beneficiary
Last year Calvin recommended Ipmuda. Then Bonescythe posted his article. Ipmuda Leaped Up to Limit Up! Now Doubled in Price from 70 cents to over RM1.40
So this year due to 11MP Lots of Construction Material will be Needed. Hiaptek price has fallen to attractive level. Selling at more than 60% discount to NTA. Its Assets like Ipmuda are still at Old Book Value. There is deep value in Hiaptek
10) PriceWorth
This is I think. The best of AyamTua selection. All furniture related stocks, even evergreen, mieco are up. So this plywood laggard is cheap. Should also benefit from strong USD. Selling at 60% discount to NTA.
So take out 50% of Cash And Put Them To Work. Keep only 5% Cash for emergency.
Don't keep cash in Bank. That will be the worst investment.
Will Explain why Markets won't crash but will Go Into Hyperinflation instead.
2015-05-17 08:54