Stock Doctor have stopped issuing their “Lincoln Valuations” (what we call the SD IV), NAB breached its sell line but also went ex-div, we sold CLX from the QAV portfolio, coal price is dropping, VTG on the buy list, ECX has new results, HAW now in the iron ore business, Stocks Of The Week are YOW and PRU, and does Rule #1 apply to small caps.

In the Club edition, we also talk about whether or not QAV is shifting markets, will ECX settle down when the buy back is complete, 3PTL lines for SUL, and how to live with a choppy market.


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QAV S04E48 – Get Back Omicron

This week we talk about the market’s reaction to Omicron, the new AF worksheet, builders collapsing, Howard Mark’s latest memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the current market and wait for things to improve.

In the club edition, we also talk about why we’re not buying into ETFs and LICs, what TK thinks about swapping winners for something that is on the buy list, and if we should sell any share that has a 10% drop at any time, regardless of buy price.

And, of course, The Beatles.

QAV S04E46 – The Three Fingers (v2)

This week: missing the SUN sell; New Brettalator version; keeping an eye on the sell lines for the stocks of the week; the three fingers of the economy; the MQG SPP; the WAF SPP; Top 3 Dummy Portfolio stocks for the week; NAB is removed from the Buy list; SA enquiry into Kangaroo Island port; CCP and STO fessed up to Job Keeper; BPT CEO resigns suddenly; Why did FMG rise when Iron Ore dropped; GAP price drop after forecasting a loss for the half; Stocks Of The Week – ATP & SUL.

In the Club: is it best to buy from the top of the list or with new entries; the psychology of buying shares at all time highs; and avoiding getting lost in the micro weeds.


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