QAV S04E13 — Home Invasions

This week: MRC fired their CEO and the price dropped 25% — why did­n’t we sell?; Lin­coln fund results; ASA webi­nar by James Holt; WAAAX per­for­mance 20/21; CVL down 13% since we bought it; MAH ground­hog; Flit­man mod­el is out; red flags for com­pa­nies that might go into a trad­ing halt; why share prices fall after they go ex div­i­dend; how TK decides what to sell when he needs to take cash out of his port­fo­lio; com­mod­i­ty stocks sell lines; sen­ti­ment for HAW, AGD, AIS; is GCY now a sell?

Tran­script.

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