We run the checklist over SFR, review Tony’s recent journal entries, and then answer your questions about capital gains tax, share consolidations, 3PTL lines, why TK was buying BPT, OFX’s cash situation, forsaking profit by waiting for sell line breaches, leveraging your home to buy shares, how the “Manually entered scores” tab works on the checklist, and whether or not TK has seen better/worse/same returns when his allocations allowed him to buy small/micro caps. We also review the EOFY positions for our dummy portfolio and TK’s portfolio.
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
From Value to Growth: NWH — QAV AU #929
Episode Overview This week we do a deep dive Pulled Pork on NRW Holdings (NWH), the Perth-based engineering and mining services contractor that has surged 123% in the past year and sits comfortably in a few of…
Phigital Monopoly: IGL — QAV AU #928
Episode Overview This week we pay tribute to Sam Neill, run through a bunch of impressive member FY results (including one bloke who beat the market by 8.5 times), and debate whether Brent crude is a buy or a…
0 Comments