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.

Transcript available here. 

Related

QAV #708 – Buridan’s Ass (fixed)

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.

QAV #707 – Three Men and a Tiger

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.

0 Comments

Trackbacks/Pingbacks

  1. Transcript QAV #436 | QAV Investing Podcast - […] QAV 436 Club […]

Submit a Comment

Your email address will not be published. Required fields are marked *