This week we have some big news, talk about some minor errors we’ve fixed in the checklist and bible, then Tony does a pulled pork on COG, we explain ASX’s cash flow anomaly from last week, Tony talk about some recent regression testing he has done on selling when the QAV score hits 0.5 and on using ROE in our checklist, Shell scenario planning frameworks, whether or not we should discount sentiment for companies with a small float, which part of the cycle Tony thinks the market is in and whether or not it matters, MYE’s falling QAV score, the sell line for CDD, the buy line for CAA, and how Tony treats REITs.
This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL.
Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world, SD ASX 300 change, Jordan’s Renko and hugline regression testing.
This week: Market and portfolio updates; Nick Scali and Myer jump on profit results; the pitfalls of passive investing; the cracks deepen beneath the market’s surface; Woodside Santos merger collapsed; pulled pork on MME.
Also in the Club edition:
Lithium execs goolies; McDonald’s records first sales miss; Stock tips are for patsies; Matt Walker’s regression testing system; Three Men Make a Tiger; NWS shares in Stock Doctor; WAF’s forecast earnings.