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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