QAV S05E34 — The Qaverick

Time to check your 3PTL alerts; spare a thought for poor Andrew For­rest; NCK’s results; Ophir fund per­for­mance; Port­fo­lio updates; Rever­sal of for­tune for BPT, back on the buy list; Some old friends return to the buy list — SUL, BFG and WHC; SGM is a scrap met­al recy­cler tied to the iron ore price; TK mis­tak­en­ly bought KAR and VEA; he also bought NWS but prob­a­bly shouldn’t have; Pulled Pork is ABA; PTB enters into scheme imple­men­ta­tion deed; JHG price/op cash­flow; the out­look for REITs; banks and ‘Price to Op cash­flow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any bet­ter or worse luck on stocks he’s repur­chased after mak­ing a loss; sell line for EHL; who is our Qav­er­ick of the Week?