We start off talking about our Year One result for the QAV portfolio. Is 6.3% a good result in the current market? Questions this week include topics about how quickly Tony sells once a stock breaches its sell line; CCP’s price drop; Macquarie Group’s (MQG) profit hit; whether or not Tony went to 100% cash after COVID; what to do when half of your buy list have negative sentiment; and the Alacer Gold and SSR Mining merger.
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.…
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