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.

Related

Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Tobias Carlisle Soldier of Fortune: QAV AU #923

  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

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