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.
Charts of the week.
DSK 2021–04-19_16-46–08
MYR 2021–04-19_16-48–32
TRS 2021–04-19_17-09–25
Related
Alan Kohler Returns: Bubbles, Housing, and Why ETFs Won’t Save You — QAV AU #933
Episode Overview This week we sit down with Alan Kohler for his first return to the show since May 2019, covering everything from whether the ASX is in a bubble, to housing affordability, superannuation, and…
Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932
Episode Overview This week we sit down with Alex Passmore, CEO of New Murchison Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit operation near Meekatharra, why NMG’s all-in sustaining costs look high…
0 Comments