This week we’re congratulating Brett and Rowan on their performance, talking about KPT turning into KIL, ZGL’s sudden collapse, new ANZ numbers, the iron ore chart fudge, our top three performing stocks from last week, Tony’s stock tips of the week (IMA and AMI), whether we should hold for a minimum of 12 weeks, GCY’s PE history, what Level 5 of QAV might look like, explaining the flat bottom rule again, ‘massaging’ the process, new bank rate, and behavioural shifts for becoming better investors.
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Gold, Glory, and the Art of the Deal: New Financial Year Results Roundup: QAV AU #927
Episode Overview On this week’s show we kick off the new financial year with a raft of member results, and the numbers are genuinely impressive. Tony does a Pulled Pork on New Murchison Gold (NMG), a…
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.
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