THE INVESTMENT APPROACH OF CALVIN TAN
HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan
calvintaneng
Publish date: Wed, 05 Sep 2018, 05:47 PM
calvintaneng
0 1,863
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.
As We Know By Now There Is Such A Phenomena Called Tsunami. 230,000 people died in the 2004 Sumatran Tsunami & Year 2011 another 20,000 got killed by the Japanese Tsunami.
A Financial Meltdown is likened to A Tsunami in its Similarities – Swift, Sweeping & Destructive With Little Time For Escape.
So We Need To Prepare Well A Head of Time.
There Are 7 Ways To Prepare For A Financial Crisis Just Like 7 Ways Of Protection Against A Future Tsunami
1) BUILD HIGH SEA WALL ALONG THE COAST
In certain part of Japan Huge Walls Are Built To Prevent The Next Tsunami from crashing in. So we must build up Walls against the onslaught against another Financial Crisis. Malaysia, Singapore, Thailand, Indonesia Have Built Up A Huge Wall of Foreign Currency RESERVES Against any future onslaught by Currency Speculators
2) RUN TO HIGHER GROUND
At the sound of siren – leave everything and Run To Hill or Higher Ground.
Park Money where there is higher level of safety. Put money in safest instrument like bonds, Safe & Sound Banks Like Public Bank in Malaysia. Also park money in safe countries like Switzerland and Singapore.
3) Stay Inland or Live As Far Away From The Sea As Possible
Stay away from all kinds of investments with exposure to danger if you can. Just hold on to the safety of diversified Cash in Different Currencies. Return OF capital is now far more important than return ON capital.
So stay safe.
4) BUILD SOLID BUILDINGS WITH STRONG FOUNDATIONS.
If you really need to live and work by the shores as a calling like Fishermen, Sea Food Manufacturing or all things related to the Sea then Invest More On A Stronger Building. When Tsunami hits Your Building Will Stand Tall & Be A Place of Refuge While All Other Rickety Buildings Are Swept Clean Away Into The Sea.
In Investments seek out Rock Solid Companies with High NTA (Net Tangible Assets). These Rock Solid Stocks or Businesses With High CASH RESERVES Will Withstand any Financial Crisis.
See This One
SUMMARY OF KEY FINANCIAL INFORMATION
|
|
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
|
||||
|
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD |
||
|
30 Jun 2018
|
30 Jun 2017
|
30 Jun 2018
|
30 Jun 2017
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
5,306
|
80,900
|
16,352
|
81,883
|
| 2 | Profit/(loss) before tax |
922
|
20,381
|
-7,409
|
10,383
|
| 3 | Profit/(loss) for the period |
384,322
|
14,443
|
385,702
|
11,610
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
384,570
|
14,754
|
386,443
|
12,889
|
| 5 | Basic earnings/(loss) per share (Subunit) |
45.45
|
1.74
|
45.67
|
1.52
|
| 6 | Proposed/Declared dividend per share (Subunit) |
0.05
|
0.00
|
0.05
|
0.00
|
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
|
||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
1.5300
|
1.1100
|
||
5) GO ABROAD TO SAFER COUNTRIES
This is What Some Japanese Are Doing. They Have Moved To Taman Molek, bought up entire block of Condo & called it
“LITTLE JAPAN” Here in Iskandar – Free From Earthquake, Typhoon or Tsunami The Happy People Will Never Again See Anymore Tsunami.
So in Times of The Greatest Danger or Crisis– Human & Capital Flight Is Really The Last Resort. That’s how Millions of Chinese left for Foreign Shores Due To The Great Famine in China. CASH Flee Corrupt Nations With Crashing Econominies.
6) STAY AT SEA FOR SAFETY – HEDGE FUND IS THE EQUIVALENT.
Tsunami means “Harbour Waves”. The Waves Are Generated By Earthquakes in Deep Sea. These Waves gather momentum as its speed towards the shorelines. So Ships Out in Open Seas away from the shores are generally safe.
Hedge funds have the ability to buy or short sell shares or anything. One example: During the Asian Financial Crisis Car Sales Vaporized in Malaysia. And Car Prices Collapsed. One Importer has a consignment of New German cars in a bonded Ware House. (A bonded warehouse is a place to keep imported cars where Duty Has Not Been Paid & The Car is not yet officially registered.)
Seeing there is no demand for his New German Cars he decided to sell them to another country not in crisis. To his glad surprise when he bought those German cars the Ringgit was still strong & when he sold the Ringgit has collapsed against the German Deutsche Mark. So he made a surprise windfall from currency difference.
Hedge Funds Have This Ability To Make Money in all markets.
George Soros Quantum Fund Motto
——-“STAYING AHEAD OF THE CURVE”——- Is An Appropriate Idiom.
7) GO AIRBORNE
Those on planes, in hot air balloons or up in helicopters
These not only escape the Tsunami but is able to see and take photos/videos of the ongoing Tsunami. Some even provide vital warnings & rescue works.
These Are Successful Investors Who Are Already Well Prepared Ahead of Time. During The Great Depression of 1929 – 1939, outstanding Tycoons, Churches & Philanthropist gave out free food & soup to the masses.
Wise Investors & Wise Governments Will Be A Help Some Day To Future Ignoramus Who Live In Danger of Another Real or Financial Tsunami.
But why look for hand outs? Be Wise & Prepare Yourselves Now.
A NEW FINANCIAL TSUNAMI IS COMING. IT IS ONLY A MATTER OF TIME
SO BE PREPARED!
Calvin comments further:
IT IS IRONICAL THAT PEOPLE SHUN HIGH CASH STOCK LIKE DUTALAND
ZERO DEBT (or minimal)
HIGH NET ASSETS
CASH 75 SEN ALREADY MORE THAN SHARE PRICE OF 55.5 SEN
ASSURED DIVIDEND OF 5 SEN WHICH IS OVER 9% (TWICE THAT OF BANK FD RATE)
See latest FD RATE (At low FD rate of only 3.25% Inflation will destroy cash purchasing power)
Bank Negara holds OPR steady at 3.25%
AND GO CHASING HOT AIR BALLOON STOCKS BECAUSE OF SOME PERSONALITY GOING TO GORENG UP THE STOCK?
NO WONDER 90% OF THE PEOPLE SURELY AND EVENTUALLY LOSE MONEY
NO MATTER WHERE YOU PLAY GAMES OF CHANCE YOU WILL LOSE ULTIMATELY. EVEN IF YOU ARE LUCKY TO BREAK EVEN THE PILED UP TRADING FEES OR INTEREST CHARGE FROM MARGIN LOANS WILL DO YOU IN
IN GENTING CASINO 99% OF THE PEOPLE WHO PLAY LONG TERM WILL EVENTUALLY LOSEE THEIR LIFE SAVINGS
IN BURSA CASINO 90% WILL ALSO EVENTUALLY LOSE MONEY.
ONLY SECURITY FIRMS WITH REMISIERS WHO ABSTAIN FROM SPECULATION THEMSELVES WILL EARN MONIES. THE REST 90% WHO GAMBLE AND DON'T INVEST ARE SURE TO LOSE MONIES
THE HOKKIEN WORDS RING TRU,
PUAT KIAW PUAT KIAW SU LIAW LIAW (TRANSLATED IT MEANS THOSE WHO GO A GAMBLING AND CONTINUE IN GAMBLING WILL EVENTUALLY LOSE EVERYTHING!)
SO LEARN TO PROTECT YOURSELVES TODAY.
INVEST AND DON'T GAMBLE
Bank Negara holds OPR steady at 3.25%
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Discussions
Be the first to like this. Showing 41 of 41 comments
musang got escape from yongtai and gsb already?
Better come inside the safety of Dutaland
2018-09-05 20:43
Feimah said follow Calvin butaly for sure holland trip will be waiting for u
2018-09-05 21:00
I buta buta follow calvin to buy Mrcb at 0.80, Jtiasa at 1.00 and bjcorp at 0.325. Now Calvin asked me to buy somemore. But.... I am not Hng33, have infinity of money from Mars to average down. How?
2018-09-05 21:07
Dutaland sold a good land indirectly kill the Goose That Laid the Golden Eggs.
Revenue is soo weak and so its PBT.
2018-09-05 21:28
Not really. Dutaland will sell and take profit then re invest. Since market is best Dutaland is cashing out at the correct time to invest in other assets at the most opportune time.
2018-09-05 21:49
Rogers,
The book says diversify your investments to 7 or 8
You should have bought Opcom at 45 sen,gsb at 11 sen and eksons at 72 sen(after divvy only 67 sen)
2018-09-05 21:52
Looks very much similar to SILK aka M&G
Share price rise from 0.50 to 1.20 before they sold thesilk highway. Itfall all the way to new low of 0.10 after highway sold
2018-09-05 22:11
Dutaland's plantation land was loss making. Selling a loss making asset for RM750 million was brilliant.
2018-09-05 22:26
I dunno who put 300,000 to buy at 0.555cts to support u nenek calvin? hehe
2018-09-05 22:34
Asset is cash in solidification.
Asset sold is solid reversing back as Cash
SO THE EQUATION
CASH = PROPERTY
PROPERTY = CASH
CASH = SHARES
SHARES = CASH
OR CASH = GOLD
GOLD = CASH
IN EASIER FORM
CASH LOCKED IN BANK FD
BANK FD UNLOCKED AND BECOME LIQUID CASH
THE FASTEST CONVERSION IN CASH IS BANK FD AS IT IS LIQUID
THE HARDEST IS PROPERTY
ALL ARE NOT FIXED IN VALUE
PROPERTY, SHARES, AND EVEN GOLD VALUE ARE NOT CONSTANT BUT CAN GO UP AND DOWN
EVEN CASH ON ITS OWN CAN GO UP OR DOWN IN VALUE. SEE HOW TURKISH LIRA IS CRASHING
AND RINGGIT AGAINST USD CAN ALSO FLUCTUATE IN VALUE
THE MOST IMPORTANT THERE IS TO FIND SAFETY FOR CASH PRESERVATION
CAN IT BE IN ASSETS LIKE PROPERTY
OR SHARES OF GREAT COMPANIES
OR GOLD?
OR A BASKET OF FOREIGN CURRENCIES?
FOR DUTALAND ITS ASSETS ARE NOW EQUIVALENT TO RM1.50 CASH
OIL PALM ITSELF ONLY UNLOCKED 88 SEN CASH
AFTER PAYMENT OF DEBT CASH STILL MORE THAN 60 SEN
SO FOR A PRICE OF 55.5 SEN DUTALAND IS SELLING BELOW CASH OF MORE THAN 70 SEN
THE REST IS FREE.
SILK WITH HIGH DEBT IS NOTHING COMPARED TO DUTALAND
DUTALAND IS NOW A VERY STRONG AND SAFE PLACE TO PARK MONEY
AND A 9% DIVIDEND COVERS INFLATION
GOOD LUCK
2018-09-06 09:05
there are few "safe" companies to look at. net cash equal to or more than 50% of market cap.
companies like ORIENT, FLBHD, KFIMA or FAVCO
2018-09-06 09:27
NET CASH MORE THAN 100% OF SHARE VALUE IS EKSONS
EKSONS IS 85 SEN. NTA OVER RM2.00
NET NET PURE CASH IS 93 SEN
BY PAYING 85 SEN FOR EKSONS YOU GET
FREE 8 SEN
FREE EVERYTHING ELSE
AND PLYWOOD EXPORT IN USD NOW GETS BETTER AS RINGGIT GOING TO 1 USD FOR RM4.20
2018-09-06 09:43
Haha! 3iii
Property 95%
Stocks 4%
Cash 1%
PROPERTY WAS PURCHASED BY CASH
NOW THAT SHARES ARE FALLEN LOWER AND LOWER WHILE PROPERTY PRICES STILL HOLDING FIRM. HIGH TIME TO SELL PROPERTIES AND SWITCH MORE TO STOCKS.
2018-09-06 17:55
Good morning all
Yes by September 20th 2018 it will be the fifth year since i first recommended Pm Corp at 15 sen
Looking at these 5 years of Roller Coaster Stock market i think My investment in Iskandar landed houses are considered very solid and stable
And i see especially after May 9 Election many stocks have fallen by 20% to 30%. Some even fell by 40% to 50%
But my properties are holding up well
i think this is the reason why we should diversify investment into different classes of investments like
1) Real Estate (For Iskandar can only buy landed houses below Rm500K for 2 storey houses & for Single Storey around Rm300K) Cannot buy highrise condo as there is huge glut
2) Defensive stocks with high Net Cash or High Net Assets of Value. Best if they give out dividends
3) Gold or foreign currencies
And must take opportunity to switch from overvaluation to bargains. And keep rotating from overvaluation to undervaluation.
I first switched from stocks in year 2007 to property
In year 2007 KLSE was in bull run while Johor houses was at its worst
So sell euphoria. And buy pessimism
When Stock market enters pessimism again now is the best of time to buy back slowly
2018-09-07 10:59
Sorry, I need help.
I bought RSAWIT, (Ribu Wang) as recommended by Calvintaneng when it was 45 sen, anything below 50 sen is a sapu.
Now is 22 sen. How to escape?
2018-09-07 12:47
Property market has show signs heading south and not sure how long it will recover. Johor has the highest unsold property follow by Klang Valley and Northern region. Price tag is the main issue for unaffordable group that want a home. New govt will start building more hse for these unaffordable group either next year or next 2 years but indirectly it may cause houses value to drop. Lets see what new govt put up for their first budget in Nov18
2018-09-07 14:21
For Johor there are 2 classes of property.
Those who buy highrise high end condo above rm700k will die kaw kaw due to huge glut
For landed houses below
rm300k one storey 3 room 2 bath
rm500k two storey 4 room 3 bath
in good location will be very very safe and will prosper very well
2018-09-07 18:10
Feimah,
In Iskadar highrise condo above Rm500k now high risk
But since not enough landed houses
all landed low cost house below rm200k good buy
single storey houses below rm300k best buy
double storey below rm400k also great value
2018-09-08 00:54
datuk, the issue is i dont have full cash to buy landed house la. if i take loan to buy your recommended landed houses. is it a good investment. rental pun tak cover monthly installment in iskandar lo. so? buy hexza?
2018-09-08 01:00
Headwinds indicates new govt scale down infra development in southern region which will have a negative impact to the property market. Hence staying out of stock and property market will be safer to avoid the financial tsunami till further indicators show otherwise.
2018-09-08 08:05
cheoky datuk, the issue is i dont have full cash to buy landed house la. if i take loan to buy your recommended landed houses. is it a good investment. rental pun tak cover monthly installment in iskandar lo. so? buy hexza?
08/09/2018 01:00
For Iskandar landed houses below Rm300K if you are able to get 20 to 30 years loan repayment the rental should cover monthly installments
Relative to KL & Penang rent in Johor Baru is quite good
This is due to 1/3 of Johor economy depends on Johoreans working in Singapore for 3 x higher salary due to strong Sing dollar
In Singapore just renting a room in HDB/Condo is S$600/$1,000 or Rm1,800/Rm3,000 a month
So for those working in Singapore with small families in Johor the ideal rent is Rm1,000 to Rm1.300 per month with just S$2,000 salary (Rm6,000)
Yes!
Hexza is good due to 5 reasons
1. Selling at discount of 30% to NTA
2. Cash rich
3. Excellent dividend
4. Recession proof business
5. Best of all is. Hexza supplies resin for plywood manufacturers. Now Sabah Govt banned logs export will spur plywood making. Thus more business for Hexza. Hexza resin consists of the majority of its operating revenue. So Hexza should turn positive again.
2018-09-08 11:20
Hi Calvin, it is well known that Thailand intends to build waterway in southern Thailand with China's expertise and financing. Once built and in operation, ships will bypass Singapore.
What is your opinion ?
2018-10-04 11:38
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
apolloang
what financial crisis? today MI hit new high.....hahaha
2018-09-05 18:08