This week we talk about hydrogen futures, the MOZ graph, our portfolio performance, selling MTO, our stock tip performance, Tony’s new idea to replace the 3PTL, GCY back on the buy list, CTP, IDZ’s qualified audit, mixed commodity miners, MMS, CLX, EHL.
In the Club edition, we discuss the ethics of buying coal stocks, using a 25 day moving average, the timing for 3PTL sells, Tony’s thoughts on Elliot Wave theory, Tony’s view on letting emotions impact an investing decisions and a review of ATL’s price, and Tony’s take on how inflation might affect QAV theory.
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.
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.