THE INVESTMENT APPROACH OF CALVIN TAN
MAY DAY! MAYDAY!! MAYDAY!!! Cooking Oil up Rm9.00 for a 5kg bottle, GST6% still on & Petrol rise!
calvintaneng
Publish date: Wed, 02 Nov 2016, 03:06 PM
calvintaneng
0 1,849
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Hi Guys,
I just came back from lunch. I heard from pau seller that Cooking oil has just increased by Rm9.00 for a Rm5kg bottle. And with 6% GST already burdening the rakyat with no safety net for Petrol price rise (petrol subsidy phased out) the Rakyat will be hit hard by rising consumer prices next year!
This ill omen is the forerunner to the hammering of consumer stocks, consumer discretion stocks, banking stocks and real estate stocks. So if you hold these stocks you fortunate ones who got 1st Hand Research News here please sell and run fast fast now!
1) Consumer Discretionary stocks will be hard.
As the people have less and less disposal income they will not buy or they will postpone or they will repair consumer discretionary items like TV, fridge, cars, washing machine, dish washer, clothes dying machine. What companies will be impacted?
Answer:
Panasonic, UMS, Khind, all car companies like UMW (aiyoo I own this one), Oriental (Honda), Tan Chong & others.
So all Flat Steel companies should be sold and avoided like CscSteel, Mycron, Melewar, Aisb and other Flat Steel cold roil or hot roil stocks should be avoided. All these produce flat steel sheets for car bonnets, tv panel, fride doors, aircond steel panel & others which will drop in demand.
2) Consumer food & consumable stocks will also be impacted
Examples are Fiamma, DKSH, Bonia & others which will see dwindling sales.
3) All Banks will be impacted as loan margins will squeeze. And with restriction to housing & car loans the bottom lines will be affected. Sell all Banking counters now.
4) Real Estate Will Be Affected as Govt only takes care of Prima Housing.
With thin margins prices cannot go up much. So better sell those pure Real Estate Stocks.
What should you do?
Follow TTB of ICapbiz & keep cash in Bank?
No! No! NO! A BIG NO!!
Keeping Cash in Bank will be wrong for 2 Reasons:
1) FD is 3%. So what is the P/E for investing in Cash?
100/3 = 33.3
Ha! P/E at 33.3 is a lousy investment. So forget TTB.
2) Inflation from 6% GST, Rising Food Prices. Rising Petrol Prices. Keeping Cash in Bank also very dangerous!
Inflation will erode & devastate its value! You will end up holding ringgit with SHRINKING VALUE Year after Year!!
Your purchasing power will go down and you will end up poorer and poorer by doing nothing to protect yourselves.
There are 2 Things to Buy Now (According to Calvin Tan Research)
1)LANDED HOUSES IN ISKANDAR (JOHOR)
a) Low cost houses below Rm150,000 in Iskandar
b) Single Storey houses below Rm250,000 in Iskandar
c) Double Storey houses below Rm400,000 in Iskandar
These are Very Cheap & Undervalue compared to those in KL, Selangor & Penang which are 100% to 300% more expensive than those in Iskandar.
In Iskandar these landed houses get a yield from 5% to 6%. Better than Bank FD and prices will appreciate further due to those working in Spore at S$1.00 for Rm3.00. So while prices in KL/Penang might stagnate Prices in Iskandar will continue to rise
2) UTILITY STOCKS & GLC LINKED STOCKS DUE TO GE14
In Very Bad Times Like 1929 to 1939 US GREAT DEPRESSION
Utility Stocks Survived.
In Malaysia these are PBA & YTL POWER. Both highly defensive as they deal with basic needs of life - Water & Electricity.
So these 2 Stocks are Very Safe.
GLC GOVENMENT LINKED STOCKS (Own by Khazanah, EPF, Amanah Saham Bumi, Tabung Haji & Others)
These Ones Will Be Bufferd by GOVT INITIATIVE TO KEEP THEM ALIVE AND PROFITABLE
They are
1) MRCB (Great things coming soon)
2) TIME.COM (Already up a lot)
3) UEM EGENTA (Also up a lot already)
4) WCT (Moving now)
5) DRBHICOM
6) OTHERS
May all at i3 Forum Avoid Losses & Prosper in Difficult Times
WARM REGARDS
Calvin Tan Research
Note: When Calvin saw Shale Oil emanating from North Dakota Calvin issued sell call on all Oil & Gas Companies & Palm Oil Companies like JTiasa which will be hit by biodiesel crash. . Calvin also told Uncle KYY to sell all JTiasa at Rm2.70
Uncle KYY sold his JTiasa like no tomorrow. So JTiasa crashed from Rm2.70 to less than Rm1.10 - a crash of 60%
So be WISE now.
The Bible says,
"A Prudent man foresees the evil and hides himself; but the simple(simpleton) pass on and are punished (suffer losses).
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Discussions
Be the first to like this. Showing 32 of 32 comments
Posted by calvintaneng > Nov 2, 2016 03:21 PM | Report Abuse X
Posted by davidkkw79 > Nov 2, 2016 03:12 PM | Report Abuse
Does oil related to steel ??!!
You cannot see the picture:
It's like this:
Rise of Cooking Oil, Petrol & 6% GST will eat away the spending power of consumers.
If you got Rm3,000 to Rm5,000 pay a month
And if after you pay housing loan & car loan you only have Rm1,500 left for food?
So Rm1,500 = Rm50 a day for food.
Now a meal can cost Rm10 one time
So 3 meals = Rm30
Ha you still got Rm20 left
Now if you food increased from Rm10 to Rm15 due to inflation
So 3 meals = Rm45
After deducting from Rm50 disposable income only got Rm5 left
Rm5.00 how to buy fridge?
CscSteel is used to make fridge
2016-11-02 15:22
cannot have imagined one day, palm oil in Malaysia more expensive than olive oil.
2016-11-02 15:24
Calvin full of imagination..At times over-imaginative creating unnecessary alarm maa..and always quoting the Bible. hmm..
2016-11-02 15:52
Biscuits, noodle and bread stocks should be good when times are bad.........Hup Seng Biscuits, Mamee, Maggi, Massimo etc.............go figure out the companies listed and distributed these foodstuff.....hahaha
2016-11-02 15:57
Whatever Calvin talk, all will flow back to his stocks, that's the main objective, others? better fall.
2016-11-02 16:21
Posted by RUOutOfUrMind > Nov 2, 2016 04:21 PM | Report Abuse
Whatever Calvin talk, all will flow back to his stocks, that's the main objective, others? better fall.
YOU ARE PART RIGHT AND ALSO PARTLY WRONG!
Calvin wants to promote the Best Safest Stock that are laggards with potential.
Calvin only warn some stocks in imminent danger
This is to save all my Friends in 13 Investors Forum
Remember - The Flow of Information precedes the flow of wealth.
Also the first to take warning will escape safely with minimal losses
Those heedless ones?
Will end up losing everything like those who bought Transmile at Rm15, IFCA at Rm1.87, Sumatesh at 80 cts & XOX at 60 cts
So to be forewarned is to be forearmed
Protect yourselves from losses.
Go into potential stocks to profit!
2016-11-02 16:28
Hi Calvin, can I buy you Kopi or beer at Jurong west ? I also live in Jurong
2016-11-02 19:45
Yippy68 now you forgot about paln oil plantation counter, sell all?
02/11/2016 19:46
YIPPY68 YIPPY YIPPY YAYA!
Calvin still very bullish on CPO hitting Rm6,000 a tonne by 2017/2018.
Just buy with your spare cash : CBIP, ThPlant & BPlant & others.
For now MRCB & DRB are my focus!
2016-11-02 19:59
Yippy68 after you sold everything, keep youe cash in where?
02/11/2016 19:47
Learn to practice stock rotation like Peter Lynch
How?
Go and get Peter Lynch's 2 priceless books
1) One Up on Wall street
2) Beating the Street
2016-11-02 20:01
shareinvestor88
With the rail project steel demand will be strong
02/11/2016 19:51
Agreed,
Yes, for all long steel like Annjoo, SSteel, Masteel & Prestar which sells guardrails.
Btw
I made very good monies from both Prestar & Masteel (45% to 200%)
I switched all to undervalue laggards like MRCB & DRB now.
2016-11-02 20:04
kk123 Its better than buy stock..
Cooking oil up 60 % in one day shj
02/11/2016 20:03
Whoa!
You managed to hoard cooking oil?
That's clever!
2016-11-02 20:06
55 billion project financed via debt
Not sure how many generations have to pay for this railway of debt
2016-11-02 20:14
suddenly said no up on cooking oil. then suddenly up.
really fcuk siht!!!!!!!
2016-11-02 20:53
sohai calvintaneng, do u think consumers still got money to invest property at iskandar if not even afford to buy fridge. haha.. no logic. like to talk cock in i3.
2016-11-02 23:08
Hahah...agree with yipman. No money buy fridge but got money buy half a million property
2016-11-03 00:38
Catchy title
And not helpful
:(
What happens to the bjcorpse pmcorpse mpcorpse nylex? Avoid now?
2016-11-03 00:50
Hi Calvin, instead of OP Company shares, load up PO futures for next year, still cheap @RM2700 since you are so confident of PO shooting to RM6000 per ton in 2017..what say
2016-11-03 14:59
Good news to Oil Palm Companies ! Palm Oil set to rise soon and which Companies going to benefit from this ?
2016-11-03 15:01
SALAM Hi Calvin, instead of OP Company shares, load up PO futures for next year, still cheap @RM2700 since you are so confident of PO shooting to RM6000 per ton in 2017..what say
03/11/2016 14:59
whatsinaname Good news to Oil Palm Companies ! Palm Oil set to rise soon and which Companies going to benefit from this ?
03/11/2016 15:01
Calvin replies:
Yes, these Palm Oil stocks are great to buy now : CBIP, BPLANT & THPLANT.
After DRB/POS & MRCB Bull Run come first due to GE14 on the way!
2016-11-06 17:13
Hi, calvintaneng. Are you still holding massive NAIM shares you bought @ RM 2.58 after Johor Sifu's recommendations?
2016-11-06 17:20
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davidkkw79
Rubbish stocks again
2016-11-02 15:13