On this episode we talk about finding ASX300 stocks, CGF is the pulled pork, range trading, buying and selling during reporting season, Rule #2, calculating portfolio returns for volatile portfolios, natural gas, palladium, nickel and aluminium stocks, taking quality of management into consideration, the CBA off market buy back, the MXI 5:1 consolidation, sell lines for stocks going ex-dividend and our TV, movie and music recommendations! Transcript here.
This week on QAV we talk about Bloody Thursday, James’ great QAV results, how Navexa calculates portfolio returns, Buffett’s global market indicator, CVW hiring investment bankers, CCV’s new QAV score, audit reports still coming out, ATL’s audit, lobbying ASIC about 4E statements, Josephines being due to dividend drops, Munger’s “always invert” lesson, Tony’s pulled pork is AIS, James asks about modifying the QAV process for commodities, Steve asks about WMC’s audit, Dave asks about running multiple portfolios, Edward asks about inflation, and Mark asks about how Tony picks large cap stocks. Plus After Hours!
Tony reports on his recent analysis on companies that go from a negative cashflow to a positive cashflow; Tony has been trying to find a place where a qualified audit is recorded that makes them easier to find than having to scroll through the annual report; GLE’s results are out and their shares are up; Speaking of scorecards, we’re publishing our first official scorecard since getting our AFSL this week! ; Our portfolio just passed the two year anniversary and is looking good; Tony’s pulled pork this week is CVW, Clearview Wealth; and we talk about ASG, MXI, VRS, commodity stocks, VUK, HUM, CKF and CAR.