https://klse.i3investor.com/servlets/pfs/123029.jsp

>>>>>>>>

Calvin tan record of stock picks promoted since 2019 performance... he will tell you he bought all at the right time and sold at the right time.

He will also con you and say that he bought NETX at 0.01 cent with no chance of it dropping... and now NETX is at 0.12 cent! amazing 12x return...

however take a look at the reverse dilution to know the truth of how his investments over the years are really doing.

bought more pchem at 8.91

In my opinion ctos can't be more than a 800 million company. For a company that was established in 1990, those in Malaysia that require those services already have access. And since the database itself does not belong to ctos, I see no value in overvaluing then this high.

If not good I would not be buying it. Compared to others innoprise offers good dividends(20%) and good share price increase (36%)

I am a CPO producer and I don't see why benefit because the increased price of CPO is tempered by the difficulty in sourcing workers and delivery costs. If my small 100 acre farm can feel it, imagine how the upset the larger farms would be

Nola, he is also promote and get people to buy big in talamt and netx,

>>>>>>>>>>>


Posted by Want2MakeMoney > Jan 26, 2022 2:31 PM | Report Abuse

Calvin only loves and promote palm oil stock. lol

Worst of all using Jesus name to promote reliability and trustworthiness. The road to hell is paved with good intentions indeed.

First time you know him? I bought glove stocks since 2009 and said not a word while enjoying huge profits. Why need to bring other stocks down to push up your own stock picks? I buy gloves, tech, chemicals and palm oil ( small amounts because we all know this is unsustainable, and my farm itself is doing good but suffering because of covid and lack of workers to deliver palm oil). Calvin who lives in Holland and knows nothing about palm oil except what he reads, his palm oil stock not doing well despite high prices( and he still didn't know why), so he needs to bring down other stocks so people will support his stock picks.

He try to bring down yinson ( lawsuit). Now apologize.
He try to bring down pchem ( just read his comments before). Now pchem is all time revenue and earnings and dividend high.
He try to talk bad about other stock( any and all) just to get people to buy his scam stocks like netx, talamt and scomies and now his recent palm oil stocks which haven't been moving at all.

Very sad indeed.

These kind of harvest city pastors are all like that, they try to push their own star by casting mud on everything else.

Typical conman

>>>>>>>>

Liar always liar, never change behaviour
26/01/2022 8:30 AM

If this was really true, why would he buy pn17 air Asia? This i do not understand what margin of safety is there.

>>>>>>>>>

JohnDough “Margin of safety is as important in Tan Teng Boo’s new value investing as it was in Buffett’s Phase 2 or Graham’s Phase 1. The necessity to derive long-term intrinsic values remains the same too.

Understanding the long-term economics of a business has remained as important as ever, if not more so in an age where disruption, originating from technology or non-technology sources or both, is probably becoming more regular.

As Tan Teng Boo explained in his Apr 2019 talk, the important drivers of New Value Investing or Phase 3 of value investing are:

Inflation theme stocks is to buy stocks that benefit from inflation. Simply looking at commodity stocks to buy is dangerous as commodities have no pricing power. You should be looking at commodity stocks with own brand name which is locally sourced and immune to transport costs.

For example PETRONAS additives and pchem fertilizers. Or coca cola soft drinks, McDonalds burgers etc. You will soon see these kind of business post quarter after quarter of growth in revenue and margins.

I am trying to avoid pure commodity stocks like steel manufacturingfactories or palm oil farms as those are more cyclical

Happy year of the tiger everyone.

Correct and well said.

>>>>>>>>

Posted by Sslee > Jan 23, 2022 7:46 PM | Report Abuse

Recession or not you must hold some cash to take advantage of every situation/opportunity.

DON'T WORRY. THIS TOO SHALL PASS.

Simple answer is YES. Long answer is if supply is < demand, prices will always go up.
>>>>>>
qqq3333 In a reverse QE, u think your Rolexes will still go up meh
23/01/2022 7:03 PM

Recessions are when you open your chequebook and buy all those discounted products. If you look at my portfolio, recessions and panics are when I made the most money. 2009 I bought QL, 2010 I bought topglove, 2020 bought heavy into pchem and Tesla. If there is a recession you shoot fish in a barrel.

When the world is screwed up is when you get the best prices for good companies.
>>>>>>>>

qqq3333 Sslee..Jim Rogers ah? But the world is so screwed up what if there is a recession? If there is a recession even your land values also go down
23/01/2022 7:24 PM

bought more skpres at 1.46

their flagship stores are all in malls, covid deterrant and high cost of rental. not very interesting and cannot compare with diy store as the SKU is more, profit margin is higher, and costs are less.

you can open a mr diy at the base of mount kinabalu, you can't say the same and open a senheng at the base of mount kinabalu.

Hving said that, there is a speedmart 99 and a mr diy at the ranau base of mount Kinabalu.

>>>>>>>>

Posted by newbie8080 > Dec 29, 2021 2:34 PM | Report Abuse

Quite similar with Mr DIY

Having outlets nationwide, sales through physical store and online.

Mr.Diy trading at pe=55 due to it's larger revenue, profit and PAT%.

Can allocate a 30% discount at pe=38.

Still have some upside, if the quarter result disclose before listing day of at LEAST RM340mil and PAT=15mil

Harta is now 6.10. good start to the year.

And yet my long term portfolio has little in major change of shareholdings, and still compounding growth at 16% since 2019.


>>>>>>>>>>>

Posted by PureBULL ... > Dec 31, 2021 11:12 PM | Report Abuse

Stock.investing is like pro in Medicine.

Players need to specialize in 1. u can't do well with 2 specialists.
U either be CYCLICAL INVESTOR or SHORT TERM TRADER.

The strategy n tactic used r so different.

NB: Never become long term investor = u would lose your life on KLSE!

But that is the point isn't it? If you know the stock will then you will feel the confidence to average down. No one is saying buying index funds and sp500 is not good. Far be it. Even Warren buffet recommends buying and comparing your performance versus sp500.

However the truth is this: do you really believe that over a long period of time sp500 can return you 77% consistently? There are obviously times when sp500 outperforms Berkshire. But over a longer period of time you will find that Berkshire has outperformed sp500.

Right now you have take COVID-19 to say that sp500 is performing very very well without looking at the important things of revenue, earnings, the printing of cash which makes a lot of find managers put an overly large amount of money into the index.

For me as usual there are only a few sp500 stocks which I have bought and I think is worth it. And recently started position in Tesla at 500+, Facebook at 300+, stoneco averaged down to 15+, Roblox at IPO, and palantir averaged at 16+. So far us stocks to us index I have definitely performed better compared to sp500.

As for Bursa. Buy what you know. Although even with that as my criteria I still miss on serba dinamik and George Kent.

But as long as the bad bets are kept small while the big bets work out I think I will be ok.

As for not averaging down, everyone including Warren buffet knows not to spend everything in one go. Always keep some for rainy day. He has 30% set aside for rainy day. I have 20% additional on low cost 3.5% loan on tap for emergencies. I only use it when stocks are selling for major discounts and never to average up

That is real life investing. Not paper portfolios where you just buy and forget.

Good job young man!

As usual trust not those who tell you to buy while they themselves sell. Who keep on buying penny stocks to push price up and quietly sell when people are deep into it.


https://www.berkshirehathaway.com/reports.html
https://ark-funds.com/download-fund-materials/
https://www.himcap.com/#Publications li Lu!
https://creador.com/portfolio-companies/

And my own humble track record started since 2019
https://klse.i3investor.com/servlets/pfs/120720.jsp


The simplest way is to read those who post their actual portfolio to see how they actually perform over time.

For 2021 a lot of the major funds have not done well. This is definitely true. But if you look at their record over a longer period of time they have all done swimmingly well.

My own CAGR over 2019-2021 is around 16% compounded. Still good within my expectations.

I'm happy to wait and see what the next 5 years will bring.

Happy new year Lee

enough gloves for 2 days. a lot!

>>>>>>>

THAT IS DOUBLE WORLD POPULATION OF 8 BILLION PEOPLE

which 5 malaysian glove companies were banned by USA? Please do share.

>>>>>>>

THE TOP REASON WHY USA BANNED 5 MALAYSIAN GLOVE COMPANIES IS FOUND HERE: RISE OF GLOVE PRODUCTION BY BLUE SAIL GLOVE FROM CHINA: SEE THE FULL STORY

How come you recommend so many stocks go up but your video background studio still use very cheap looking and poor quality settings? I think you should spend some of your earnings on a proper studio. It seems you are making million...

You are only half right. Too much borrowing is a deathtrap, if you use it for frivolous and risky things. But is yinson borrowing money to start a totally new business? Are they using it to speculate on stocks? No. They are using it to back contracts which will pay for half their ships, and they can break even on their loans within the first 2-3 years after production( based on their history of projects), and earn profit starting year 4.

>>>>>>>>>

Posted by stockraider > Dec 22, 2021 11:18 AM | Report Abuse

It is true mah!

Too much borrowing is a death trap mah!

Your sifu Calvin already apologize to yinson management and say that yinson is a public company that is run well. Why don't you keep quiet and go back to buying netx.

>>>>>>>
stockraider Memang benar loh!

Raider give u advance warning now loh!

U can chose to listen or refuse to listen loh!

Like Serba...Raider give 2 yrs advance warning...people refuse to accept!

Now truth is reveal it is already too late mah!

I don't really understand this logic. If you want to look at it this way,
Based on quarter reports: their quarterly bank interest payment is 96 million ( 4Q is around 400m because they get very VERY favorable loan terms from banks).

Their profit from operations per quarter is 262 million (or almost 1 billion in profit from operations). On top of this they are borrowing for confirmed charters from enauta and parc which is a 15 year lease and being paid in advance to build the FPSO.

So what are you talking about? Care to teach me accounting?

Annual profit comes in AFTER you pay all the loans and expenses, then minus any taxes due.

>>>>>>>>

JKPTR YINSON 7293
SHORT TERM LOAN $2358m
LONG TERM LOAN $5037m
TOTAL LOAN $7395m
@7% bank interest=$517m

annual profit hardly enough to cover interesAt payment.

another SERBADK OR SAPURAENERGY?
22/12/2021 9:38 AM

bought a small position in rhonema. lets see if it works out long term.

Good for you! Your best achievements in life! But why do you consistently set low expectations in life and constantly beat them?

>>>>>

stockraider The most importantly Raider has proven to beat Philip flat over 2 years bet mah!
19/12/2021 4:49 PM

But also interestingly enough, how many funds and managers do you know have a 3 years return over this same period during pandemic where they made 15.88% CAGR? Not the sifu and trading guys who tell you how they made big with topglove etc. But those funds that actively manage their own funds and their own stocks with an almost 16% growth every year for 3 years? I would love to meet them. If we went just a few months before, my track record would have been 25.6%, which I think is an ok performance if we do compounding returns.

Yes you are right.

Over the same period that I have started to track this portfolio the returns of sp500 is around 77%, while my portfolio had returned 55% over the same period and a 9% return in total dividend over the same investment amount. I have done over 14% worse over 3 years versus sp500, making it around 4+% every year of lower performance.

Did you buy sp500? It is not something I know well.

But one thing is true: I cannot prove this as I did not post any online portfolio since 2009. But there same period since 2009, sp500 only returns 432%, while my investment in QL and topglove and public bank and yinson topped 1000%.

Make of it what you will.

My prayers go with your family lee. May you have the serenity to accept what cannot be changed, the courage to do what can be changed and the wisdom to know the difference

Just look at the long term results of my investment in pchem. It's all transacted and details are posted. My average down cost now at 6+, whole I received 1.7m in dividends. My average cost now has dropped to 17 million, with 6.2 million unrealised gains. My losses in serba is something that I regret, but my long term gains in my portfolio is still better than those who tell people to buy netx.

the difference here is why argue? this is a stock forum, not an argument forum. if want to argue, please show me your portfolio and your stocks that you are holding first. then same level of discussion to do

The simple problem traders face over and over is this: after sell buy what?

Interesting. That 2% is also probably the difference between those who have and those who have nots.

All I can say is, people like me, Warren, li lu, cold eye all have no qualms with sharing our trackable portfolio. And we have no need to run classes or sell stock picking programs and go around doing speaking engagements.

You will notice people like stockraider and Calvintaneng and others always talking very loudly and hijacking other threads to promote their own stock picks. But they never show their long term results and performance. As usual these clowns only show the good results and hide the non performing ones, only show the performance gain and not their exposure and trading conviction to the stock. They tell you nonsense like too many trades a day to site in a portfolio, or come to kl and ask my remiser give you the results etc.

There are a few simple mental models you need to think about to make millions in the market.

1. Inflation will get greater over time.
2. Cash will become trash, so convert cash into assets over the long term.
3. Time in the market beats trying to time the market.
4. Holding assets like stocks over long periods beats holding cash, gold, property and bonds as shown over the last 100 years.

These are all simple facts that if you put together become a very simple rule.

Buy and hold. ( Wonderful companies).

Notice the caveat.

Your master Calvin already putting 80 masks on inno. Why are you still arguing and talking nonsense. Just keep quiet and buy la. Why you want to argue so much?

Got 6 cents dividend per share no need to argue too much liao.

>>>>>>>
stockraider REMEMBER THIS DANGER SIGN LOH!

Why the opposing side directors rejected the Supplenmental Agreement with Inno leh ??

Cheap cars have been around in China forever. From qqq stock favorite gac, to byd, to baoling. Why does people still buy Tesla more than all other others (60% market share) in 2021?

If you could buy a 40k family sedan than can outrun a Lamborghini, would you get it? Or would you buy that cheap byd which goes from 0-60 in 9 second?

For an extra 10k with software that keeps updating itself for free? I guess you can think about it.

Tesla is value for money. They don't sell Tesla cars expensive because they can. They sell it expensive because they put the best things in it.

>>>>>
Will Tesla maintain it dominant position in EV?

Your mean yayasan sabah majority owner of innoprise plantations is cheating itself? Why would they cheat their own self? I am sure there is a reason here somewhere

Why your stories always talk halfway one? The dispute is between the JV companies of innoprise ( and other investors) and state government where innoprise help to obtain the land from government, but those west Malaysian companies who JV with innoprise to run the business just need to pay the premium for land conversation to CL. All they need to do is pay rm500 per acre. 10,000 acres of land just need to pay 5 million and can get bank charge. However as this takes time to convert at land and survey many of them start business first, but when time comes to pay premium the JV companies suddenly no money. 50k to get 100 acres of land for free I think it's very cheap.

This is the problem here. Premium. Not whatever magic stories you are telling. Keyboard warriors la you. Don't know anything about sabah simply talk cock.

>>>>>>>
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!

Innoprise board is all appointed by sabah foundation. In fact our CM is the chairman of both sabah foundation and innoprise. What are you talking about?

>>>>>>
stockraider Pakai otak think lah!

Yes, in fact after selling the big sum previously at 82, now buying back shares at 15+ due to Brazil problems with their version of CTOS which causing losses to the credit lending portion of their digital bank portion( to revamp again by Brazil government) and omicron fears for business. Time for cheap sales again due to economic worries. Don't worry, stoneco growth and profits still very good, just because of China won't drag it down.

Correct, which is why I bought innoprise plantations. Stockraider half past six simply talk just to hear his own sound without knowing why lengyuen also buy inno and not taan nonsense.

But you have to realize why YS is also applying for additional 15k hectares state land adjoining to give to inno plant again within the next few years

>>>>>>>>>>

Nothing to worry, Agreement between Innoprices corporation Sdn Bhd (Serijaya) and Sabah Gov (Benta Wawasan) already extended to 60 years to develop 22,763 hectares land and i personally dont think they will take back the land since Sabah Foundation hold Inno share. What they can do is to entered into supplementary agreement.

in addtional cold eye also hold inno share. hihihihi
05/12/2021 10:02 PM

Why are you trying to promote your stocks in other people's write up?

You do realize that innoprise is owned by sabah foundation right? In fact the managing director is appointed by the board of trustees of yayasan sabah. The reason for doing so is that foundation is tax free due to being a foundation, while innoprise is the main sabah foundation subsidiary that is allowed to do business. YS can only receive dividends as part of its requirement to being a foundation, so there is no such thing as taking back as it already "belongs" to yayasan sabah.

Just because you value ql overpriced at 11 billion doesn't mean everyone bought ql at 11 billion. Once upon a time ql was a 500 million company which today giving out 57 million in earnings.

Those who bought ql when it was worth 600 million have a far longer term view than you do.

You talk about australia so much, im sure you wish you lived there instead of a 9-5 job where your only joy in life is to be a troll. people who are actually successful dont talk like you or act like you online. only those who find power in spamming online because their real lives are such failures will enjoy such things.

Sad to be you.

hope you do make money in stock market one day.


>>>>>>>

Posted by leno > Nov 22, 2021 11:46 AM | Report Abuse

I am the ONLY real sifu here
sifu is not someone who say buy and buy,
and say sell and sell
sifu is the one who bring u to Australia.
who going to bring u to Australia ?
ANSWER ME ?!!

My QL foods and family mart is so steady, FM is using internally generated funds to pay for expansion, latest SSM records is 300m+ (from 30m just a few years ago) revenue, and every cent keep going back in to building more stores and kiosk.

as for why I dont sell, at almost 60K a year in dividends, it is more than 10% of dividends based on my total reinvestment into the company.

Why sell a good company?

>>>>>

Posted by Sslee > Nov 22, 2021 10:27 AM | Report Abuse

Leno I think Pchem is fine but I do not understand why Philip keep his QL for so long

you do the math, i averaged down, with purchases from rm4.20+, and based on the market readings and announcements, I will be receiving 40 cents in dividends this year and more every year, if it goes to rm9, I have heavy steady dividend and good growth every year. why sell?

leno sifu? talk cock at every forum promoting insas ada la. but results macam?

>>>>>

Posted by leno > Nov 22, 2021 10:47 AM | Report Abuse

philip pchem sudah mau masuk jamban
cepat jual, and beli insas
and call leno sifu.

You mean sales or the asp? The conviction is very simple. Even at asp usd25 harta is still guaranteed to make a profit. And if you buy it at a cheap price, it's easy to be paid to wait. In fact, in the next few years now production lines will start to open up for sales, increasing the production capacity coming up .