Season 2, Episode 10

 Nothing Changes

Tons of questions this week from club members about how to invest during a market correction. ​And as the market is still in free fall, we don’t bother with a stock analysis. So we just spend 90 minutes answering your excellent questions, including:

  • Should we only invest in companies on CommSec’s lending list?
  • How should we use the three point trend line process when it shows a signal to buy after a sharp drop in price?
  • How to hold your nerve and make informed decisions in current market conditions being a beginner?
  • Do we ignore intangibles (eg Goodwill) in Net Equity?
  • How does Price-to-Book Ratio play a role in our QAV score?
  • What does Tony do when the inputs to the QAV score are obviously out dated?
  • How to start a new portfolio from scratch today?
  • Warren Buffett has changed his strategy over the years. Is Tony’s strategy more like early or late Buffett?
  • How does return on equity factor into the QAV score?

 

 

PLEASE NOTE:

IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTEN TO A MULTI-MILLIONAIRE INVESTOR TALK TO YOU ABOUT HOW HE THINKS ABOUT STOCKS FOR A FULL HOUR EVERY WEEK….

Sign Up or Login to listen to our QAV Club episodes inside the browser.

If you’d like a chance to win a prize, write a funny or insightful review on iTunes. Click here to go straight to our iTunes page.

Related

S03E30 – Share Shaming

On this episode we talk about why we are not trying to compete with APT investors; Tony’s recent stock buys and analysis; how he uses his “watch list” and why we’ve changed its name to the “buy list”; we we’re still manually calculating the price-to-cash ratio instead of using Stock Doctor’s figure; improved wording on how to draw a three point trend SELL line; and why sometimes a stock with great numbers might have a falling knife.

S03E29 – ALEX HAY 2

Tony’s stock broker of 25+ years, Alex Hay, a partner at broking firm EL&C Baillieu, joins us again today to talk about the different kinds of buy & sell orders and how to use them. Outside of that, Tony and I also talk about our dummy portfolio, which made it back into the black, and some excel formula errors we’ve picked up recently in the checklist.

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Free Weekly Newsletter

Would you like a free copy of our weekly newsletter?

Sign Up Now