Today Tony is talking a lot about commodity prices and what their decline means for our portfolio. Iron ore, gold, copper and platinum are all in decline. We also talk about the “Dogs of QAV” model, SKT, RIO, CBA, DSK, Superhero’s performance issues, and explain what a “Josephine” is.
WTC 2021–08-09_16-17–52
CL# 2021–08-09_16-19–07
XCU 2021–08-09_17-02–20
XAU 2021–08-09_17-04–34
XPT 2021–08-09_17-06–08
SKT 2021–08-09_17-23–16
CBA 2021–08-09_17-26–51
DSK 2021–08-09_17-28–50
STO 2021–08-10_10-18–12
MTO 2021–08-10_10-55–14
TR# 2021–08-10_11-14–15
Related
From Value to Growth: NWH — QAV AU #929
Episode Overview This week we do a deep dive Pulled Pork on NRW Holdings (NWH), the Perth-based engineering and mining services contractor that has surged 123% in the past year and sits comfortably in a few of…
Phigital Monopoly: IGL — QAV AU #928
Episode Overview This week we pay tribute to Sam Neill, run through a bunch of impressive member FY results (including one bloke who beat the market by 8.5 times), and debate whether Brent crude is a buy or a…
0 Comments