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.
CDD 30–8‑21
Related
Alan Kohler Returns: Bubbles, Housing, and Why ETFs Won’t Save You — QAV AU #933
Episode Overview This week we sit down with Alan Kohler for his first return to the show since May 2019, covering everything from whether the ASX is in a bubble, to housing affordability, superannuation, and…
Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932
Episode Overview This week we sit down with Alex Passmore, CEO of New Murchison Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit operation near Meekatharra, why NMG’s all-in sustaining costs look high…
0 Comments
Trackbacks/Pingbacks