QAV S04E16 — The Gold Rush

This week we chat with Chris Stott, Chief Invest­ment Offi­cer at 1851 Cap­i­tal and then get into our reg­u­lar show, where we dis­cuss the MRC col­lapse, the CAA takeover bid, Geoff Wilson’s LIC strat­e­gy, our SOTW (DSK), if MYR is close to a sell, DKM drop­ping off the buy list, direc­tors trans­ac­tions, IV2 chal­lenger strat­e­gy, why research firms sus­pend cov­er­age on stocks, using (ATR) aver­age true range mul­ti­ples to set trail­ing stops, cur­rent US val­u­a­tions, and whether or not TRS as a recent pos­i­tive upturn.