This week we fea­ture an inter­view with Louise Bed­ford, aka Can­dle­stick Queen, author and Founder of Talk­ing Trad­ing. We chat with Louise about why there aren’t more women in invest­ing, how to use can­dle­sticks, and what it takes to be a long-term suc­cess­ful investor.

In our club edi­tion, we also talk about the three top per­form­ing stocks in our port­fo­lio last week, talk more about mar­ket open prices and after hour trades, EWC’s qual­i­fied audit, the pulled pork is ECX, AIS and mine life, why Navexa reports we didn’t sell some old stocks quick­ly enough, AZJ’s sell line and acqui­si­tion news, Tony’s cur­rent views on AMP, and how much of Tony’s port­fo­lio was sold off dur­ing the COVID cough.

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Boring Stocks, Bonkers Returns: QAV AU #926

On this week’s show we wrap up the finan­cial year and the num­bers are, frankly, bonkers: the AU mod­el port­fo­lio is up near­ly 29% for the year, the Light port­fo­lios are up near­ly 36% as a group, and the US mod­el is up 44% against a 20% S&P. Tony then does a Pulled Pork on EVZ Lim­it­ed, a small engi­neer­ing fab­ri­ca­tor that has gone from 16 cents to 65 cents in 12 months and just land­ed on the buy list. We also get into the warn­ing signs stack­ing up on Wall Street, from mar­gin loans up 50% to the Bank of Inter­na­tion­al Set­tle­ments call­ing out AI data cen­tre spend­ing as a poten­tial GFC-style melt­down risk.

OIL THAT: QAV AU #925

This week we cov­er the Iran oil sanc­tions waiv­er and what it means for the oil price, plus debrief on sell­ing our oil stocks (Karoon, Viva Ener­gy, Brook­side) ahead of what turned out to be a nasty drop. Tony does a Pulled Pork on ASX-list­ed labour hire and train­ing firm Ash­ley Ser­vices Group (ASH), a thin­ly trad­ed turn­around sto­ry with a strong own­er-founder and a QAV score of 0.24. We also note the pass­ing of Alan Greenspan, the Cred­it Corp / Humm deal falling apart, and end-of-finan­­cial-year port­fo­lio num­bers that have the dum­my port­fo­lio well ahead of the index.

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  1. TPN Pod­casts for the week of 2021-10-26 — the pod­cast net­work — […] https://qavpodcast.com.au/2021/10/26/qav-s04e43-candlestick-queen/ […]

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