We talk about the bank results; tech wreck; Buffett breaking the NASDAQ; Increasing Net Equity v NEPS; re-naming the “buy list”; LICS and NTA; Price to Operating Cashflow for ETFs; Tony’s performance today vs when he had a smaller portfolio; CCV’s buy line; where the Top 200 ASX stocks came from; graphic positive sentiment for see-saw stocks; the gold cycle; and ATL’s debt levels. 

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QAV S04E25 – The Big Mac Line

With the ASX in free fall, we talked about ATL’s sell line, selling VUK, some new stocks to hit my scorecard, including CLX, NGE, VTG and SHJ, Tony’s SOTW (KSC), comparing using MACD as a charting tool to the 3PTL, more thinking about how to use the new flatline rule, how to use indicators to pick a conservative stop loss, routines for maintaining a portfolio, and the Woolworths demerger.

QAV S04E24 – Flat Bottomed Girls

We debate the 3PTLs for ATL and AGD, talk about the recent jumps in price for AIS and CGS, the ANZ price, the lag in dividend payments, the results of Tony’s recent analysis of the performance of dividend stocks in the QAV portfolio, why fudge is science, the poultry price on indexmundi, how to manually replace the SD financial health rating, some formula changes to the the TK Master Spreadsheet, and whether or not the GCY announcement of higher costs is a big enough red flag to make Tony want to sell.

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