 | Philip ( buy what you understand)'s Portfolio: S=QR PHILIP SHARED ONLINE PORTFOLIO 2019 Jul 31, 2020 6:43 PM | Report Abuse @Philip,
I didn't know that as long as one holds <5%, he/she could refrain from being listed in the top 30. I always thought it was an automatic process. This also means there could be many others who wish to remain out of the public eye. |
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| Blog: Stock Pick Year 2020 - 30 Jul Result Jul 31, 2020 12:49 AM | Report Abuse This result reflects fairly this year's volatility. More investors' lose rather than gain. Still, a month's performance is too short to judge an investor's capability. A year or more would be more accurate. Also, placing big bets on the right stock in the right sector plays a major role in determining huge gains or huge losses. |
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| Blog: Gkent: Board answer to my pre-send AGM questions Jul 31, 2020 12:40 AM | Report Abuse Big thank you to sslee & the management of GKENT. |
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| Philip ( buy what you understand)'s Portfolio: S=QR PHILIP SHARED ONLINE PORTFOLIO 2019 Jul 31, 2020 12:35 AM | Report Abuse Hi Philip. I just noticed that you have 2.82mil of GKENT but your name doesn't seem to appear in the Top 30 of GKENT's largest shareholders. Would you mind to comment on this? |
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| Stock: [NETX]: NETX HOLDINGS BHD Jul 26, 2020 6:43 PM | Report Abuse "If you have bought into NetX, don't for a second think you have bought based on the fundamentals of this business. You have bought into a speculation.
You have to time your buying and selling. You will have to buy cheaper than others and to sell quickly when the price spikes up, usually temporarily.
Do not be greedy. Holding for higher gains may lead to losses when the reversal in price occurs suddenly and quickly.
It is a game of buying from suckers and selling to suckers (BFS, STS); a game I play very rarely too.
Good luck." |
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| Blog: NETX (0020) Capital Consolidation 50 to One with 6 Rights Issues plus 3 free detachable warrants, Calvin Tan Research Jul 18, 2020 11:32 PM | Report Abuse All his write-ups? Did you really read his articles from 2016-2020? Did you check what happened to those stocks later? |
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| My Golden Rule of Investing Jul 18, 2020 11:06 PM | Report Abuse Hi, 3iii.
Do you think Topglove and Harta are overvalued now? Would you sell these stocks since their prices has gone up so quickly and are richly valued now? |
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| Blog: Bioalpha Holdings: Critical Questions for coming AGM (17 August 2020) Jul 18, 2020 10:48 PM | Report Abuse What are their plans to improve sales post-Covid? |
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| Stock: [COMFORT]: COMFORT GLOVES BHD Jul 17, 2020 10:53 PM | Report Abuse Bos beli. Will it reignite the engines for Comfort to surge further? It's been fun to watch so far, seeing the gloves' seemingly unstoppable run. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Jul 17, 2020 5:00 PM | Report Abuse Of course you must compare with the benchmark. TTB as a value investor must be compared with other value investors such as Buffett. TTB's icap underperformed the KLCI in past 5 years? Read the Annual Reports before commenting. |
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| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 18, 2020 1:22 PM | Report Abuse The chart is very interesting.
(continues munching on popcorn while watching it all unfold) |
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| Blog: Padini - Not in Vogue Now Jun 18, 2020 1:17 PM | Report Abuse Don't make me laugh.
Padini has nearly been profitable in all quarter in past 5 years.
How to compare with those substandard companies you mentioned just now?
Padini has paid regular dividends. Has your companies done that? |
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| Blog: Why is Calvin Tan Research SO BULLISH ON SUPERMAX'S PROSPECTS? See the Facts & Figures Yourselves with Eyes BIG BIG WIDE OPEN!! Jun 16, 2020 10:07 AM | Report Abuse So you realised netx is doomed and hopped on OTB's bandwagon eh? |
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| Public Watchlist: Busy Weekly Stock Picks for Year 2020 Jun 14, 2020 9:17 PM | Report Abuse The recovery is impressive after 2 mths. |
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| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 12, 2020 10:43 PM | Report Abuse Very interesting to watch COMFORT share price next week as well as forumers' reactions. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Jun 12, 2020 10:42 PM | Report Abuse I don't agree with TTB 100%, but I agree that not losing big in stocks over the long term is already an achievement.
Investing directly in many other shares would have made irrecoverable losses, eg buying BAT years ago and holding til now, or using your example, buying Parkson or Bstead and holding until now.
Of course, one can always argue that investing in PENTA instead of ICAP 5 years ago would be a huge difference. But how many people are that lucky? What if one bought Hengyuan in 2015 and held until now?
If stock investment is a sport like badminton, iCapital would deploy a defence first strategy. It may not win much in the short term. But it is guaranteed not to lose much in the long run. And keeping some cash is part of that strategy.
Disclaimer: I'm not an employee of iCap. Just a small shareholder. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Jun 12, 2020 10:33 PM | Report Abuse @fong7,
No wonder you seem so bitter about TTB and iCapital. My guess is that the subscription didn't make much money for you? Did you buy iCapital shares but didn't make much money?
I only can say, at least you didn't lose much money putting your money in iCap. I'm sure you'd gain something in that 1 year subscription, albeit a small part. |
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| Blog: Justice for minority shareholders Jun 12, 2020 10:05 PM | Report Abuse Good luck sslee |
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| Stock: [TOPGLOV]: TOP GLOVE CORP BHD Jun 11, 2020 11:56 PM | Report Abuse Highest volume today in the red. My guess is that tomorrow will drop back to RM15. Price has gone way too high too fast. |
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| Stock: [MAGNI]: MAGNI-TECH INDUSTRIES BHD Jun 6, 2020 11:50 PM | Report Abuse Why do you say that it is overvalued? |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Jun 6, 2020 5:42 PM | Report Abuse If Healthcare stocks are rotational play, ICAP did not miss out this time.
But ICAP does not time the market, as any shareowner of ICAP will tell you.
Long term capital appreciation through value investing is what ICAP intends to achieve. |
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| Blog: SCOMIES (7045) MOST UNDERVALUE WITH HIGHEST POTENTIAL FOR PRICE REBOUND, Calvin Tan Research Jun 5, 2020 1:35 AM | Report Abuse Stop promoting, sleep la Uncle Calvin. |
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| Stock: [AIRASIA]: AIRASIA GROUP BHD Jun 4, 2020 11:17 PM | Report Abuse Last time said wont retrench if possible and discourage customers from refunding tickets. Now downsizing is imminent. Seems like AA is really facing a hard time to just survive. |
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| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 4, 2020 10:59 PM | Report Abuse Apparently the craze is not over yet. Very interesting sight. |
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| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 3, 2020 11:08 AM | Report Abuse Titanic theme song plays out |
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| Stock: [TOPGLOV]: TOP GLOVE CORP BHD Jun 2, 2020 10:20 AM | Report Abuse I like TopGlove, but at PE 100, it's very hard to justify the price. |
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| Stock: [LPI]: LPI CAPITAL BHD May 31, 2020 4:52 PM | Report Abuse One of the overlooked gems in Bursa |
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| Stock: [NESTLE]: NESTLE MALAYSIA BHD May 31, 2020 4:20 PM | Report Abuse Great write-up, @focusinvesting |
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| Blog: How to react to market volatility - Peter Lynch May 27, 2020 9:25 PM | Report Abuse I've seen this before, but good sharing for forumers |
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| Blog: [Mi Technovation] Why I did not invest in Mi last year? What's Mi competitive advantage? 4 reasons stated below May 27, 2020 9:23 PM | Report Abuse Very concise yet informative. |
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| Blog: CUTTING FLOWERS & WATERING WEEDS: OR SELLING WINNERS & KEEPING LOSERS, Calvin Tan Research May 25, 2020 2:04 AM | Report Abuse For me, I don't think it's dumb to sell TopGlove now after buying at cheap prices 10 years ago. You'd earned multi-baggers by selling now.
I think it's wise to transfer some of the profits earned from TopGlove into promising stocks selling at low prices now, which may become another multi-bagger in future. Price of glove stocks have risen too quickly and way higher than its fundamentals.
Following to Holland? I'm sure frequent visitors of i3investor would know who is the real person who's leading people to Holland many times in a year.
P.S. - I'm pretty sure Philip will come back at Calvintan and fire at all cylinders tomorrow. |
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| Blog: Lead Story: ‘I stick to what I know best’ (Reposted from Interview with Cheah Cheng Hye by Edge, Comments by Calvin Tan May 24, 2020 1:22 PM | Report Abuse The only 2 important takeaways:
A contrarian usually buys something that is so beaten up and overlooked that anyone who wants to sell would already have sold.
BUY LOW SELL HIGH IS BETTER THAN CHASE HIGH AND HOPE TO SELL HIGHER. |
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| Blog: KC Chong interview - Value Investing (part 1 - part 7) May 24, 2020 1:01 PM | Report Abuse Thank you for sharing |
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| Blog: Speculate / Arbitrage on ICAP. May 23, 2020 2:43 PM | Report Abuse I'm sorry to disappoint you, but if I'm not mistaken, the Constitution of the company has extended the year to 2025.
If it's really this year, many others would have jumped into ICAPITAL.BIZ BHD instead of glove stocks for a quick profit.
However, I believe in the long term record of its fund manager. Personally, I have set aside some money to be locked-up until the price reaches RM4. It would take many years though. |
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| Stock: [UZMA]: UZMA BHD May 22, 2020 6:09 PM | Report Abuse so that's why UZMA didn't limit up after release of its fantastic results |
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| Stock: [JAKS]: JAKS RESOURCES BHD May 22, 2020 6:07 PM | Report Abuse Hi, could DK66 or Aseng add me into the group?
I'd like to know what you guys think of this
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3052790 |
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| Blog: The boom of glove counters reminiscent the bust of the past May 22, 2020 12:07 PM | Report Abuse I'm not sure why your article isn't trending. Timely advice for us to stay cautious. |
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| Blog: The boom of glove counters reminiscent the bust of the past May 22, 2020 12:06 PM | Report Abuse Very hard to resist the temptation of making a fast buck when glove stocks are making more money each day.
But what I tell myself is that, this kind of investment method is not for me. |
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| Stock: [GENM]: GENTING MALAYSIA BHD May 21, 2020 11:02 PM | Report Abuse My guess is that GENM would probably stop paying dividends for FY2020 to conserve cash. As mentioned earlier by some forumers, the next QR will be worse.
I have strong faith in GENM to recover, especially when the theme park is opened, but all that will definitely take a long time. |
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| Stock: [BIOHLDG]: BIOALPHA HOLDINGS BHD May 21, 2020 10:51 PM | Report Abuse To me, this is the most puzzling stock in icapital.biz's portfolio. Yes, it is a profitable growth company, but I wonder how would insiders actively transacting their shares benefit shareholders? |
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| Stock: [PCHEM]: PETRONAS CHEMICALS GROUP BHD May 21, 2020 10:44 PM | Report Abuse BlessedInvestor,
Were you referring to this?
https://klse.i3investor.com/blogs/philip6/2019-02-14-story-h1457040136-HOW_CALVIN_TAN_CHUN_CHUN_CALL_CONVINCED_ME_TO_SELL_PUBLIC_BANK_FOR_SECR.jsp |
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| Blog: PUBLIC PACKAGES (THE TRIPLE VALUE OF ECOMMERCE PACKAGING, GLOVE BOXES & ASSET PLAY, Calvin Tan Research May 4, 2020 10:26 PM | Report Abuse PPHB has already been covered by Philip last year. |
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| Blog: What stocks to buy in this turbulent market? kcchongnz May 4, 2020 10:24 PM | Report Abuse tl;dr version:
Buy companies which has positive cashflow, even better if it has free cash flow.
Avoid cash burning, debt-laden companies. |
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| Stock: [GKENT]: GEORGE KENT MALAYSIA BHD Apr 27, 2020 8:02 PM | Report Abuse @K-Den,
But if Tan Sri Tan & Pn Sri owns Kin Fai, shouldn't it be specified in the Bursa announcements, since it's related to them?
But from the article, Kin Fai does belong to them. |
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| Blog: QL – one year on, any changes? Apr 27, 2020 7:55 PM | Report Abuse Only fools without valid arguments resort to ad hominem attacks |
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| Blog: Jaks Resources - Risk assessment by CPECC Apr 20, 2020 11:07 AM | Report Abuse Thank you, YONG for the translation. Will learn how to use such technology when I have the time. |
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| Blog: Jaks Resources - Risk assessment by CPECC Apr 20, 2020 12:44 AM | Report Abuse What does it say? My Bahasa Cina until Standard 6 only, rusty after years. |
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| Stock: [OWG]: ONLY WORLD GROUP HOLDINGS BHD Apr 16, 2020 12:10 PM | Report Abuse Why is it so, @Yu_and_Mee?
Inconsistent profits?
Genting-related stock? |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Apr 15, 2020 5:22 PM | Report Abuse To answer stkstudent,
It depends on your investment timeline & aim of buying stocks. How long do you plan to keep your stocks? Do you buy it for capital appreciation or dividends?
If you look at ICAP's past record, the fastest its share price & NAV doubles is around 3 years. Or if you are like some who bought in 2005 and never sold, 15 years to double the share price & NAV is 15 years.
Even with a 15 year time frame, the return is 6%+ average per year, WITHOUT LOSING any money. How many stocks have escaped unscathed since 2005?
Of course, ICAP's price has not gone up much in the previous 5 years, so the question again is, why did you buy the stock in the first place? One thing for sure, ICAP is not for goreng & quick returns. "icapital.biz Berhad exists for one simple reason: to allow long-term shareholders or more aptly called share owners, to benefit from value investing." Key words: Long-term, value investing.
Recently, I realised that TTB keeping cash & growing the NAV is like: A kungfu master who conserves 40% of his energy but still beats his competitors. |
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| Blog: Don’t listen to stock tips kcchongnz Apr 14, 2020 6:24 PM | Report Abuse I also think that if one were a prudent investor, he/she would have cut loss when FLBerhad's business started deteriorating terribly in 2019, if one invests on a short term basis. If one were to hold long, the current price would not bother a long-only investor.
kcchongnz has never claimed to be a long-only investor or short-only investor. He only claims he practises value investing, mainly focusing on Joel Greenblatt style. He is more of an investing based on financial numbers person, as shown in his many articles.
It really is harsh to pick on his one stock that performed terribly from 2016-2020 when there are some other stocks that performed exceptionally like Padini in 2015-2018 which rose from RM1.50 to RM5.00. |
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