This week we introduce the “Gladys” graph and the “Napoleon” line. We talk about our stocks of the week (NHC, CVW), the doom and gloom in the global markets and how to use QAV to stay sane, the MYR collapse, how to calculate the sell line for SDG post-dividend, and the charts for AMI, BSE.

In the Club Edition, we also talk about when to buy back into iron ore stocks like FMG, STO sentiment and oil prices, our 4E submission to the ASA, why RIC is a “get in quick” stock, why BXB and ANN dropped quickly, investment structures if you’re living off the dividends (like TK is now), and whether Tony would consider investing in something like BBUS or BBOZ. All that and after hours!

Full transcript available here.

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QAV S05E24 – White-knuckle

This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a “wonderful company at a fair price” and ignoring sentiment.

QAV S05E23 – Dr Jenny Fagg, 2Be

Our guest today is Dr Jenny Fagg, CEO, 2Be. Jenny has had a long career in banking and finance, with roles including Chief Risk Officer of AMP Limited, EVP of Products and Payments at CIBC, one of Canada’s five top banks, CEO and Managing Director of ANZ National Bank Limited, New Zealand’s largest bank and wealth business, Managing Director of ANZ Consumer Finance in Australia, senior leadership roles in risk and marketing management at Citibank, and Jenny established the consulting practice in retail lending and customer profitability at KPMG. She holds a PhD in Management (Risk) and a Bachelor of Economics (First Class Honours in Organisational Psychology). And she is also Tony’s wife. She joined us recently to talk about her new venture, her book, “The Gist of Generosity”,  and what it’s like being married to Tony. 

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