Well the market yesterday finished off even worse than it started, so we have a bunch of things to sell this morning. 

 

SELLS

1. CGF

One of our parcels of CGF (buy price $7.175) is a Rule 1 sell, even after factoring in the 12c dividend which is paid today. The other parcel, buy price $6.98, is close but still has some wiggle room, although that will probably disappear tomorrow once the dividend is paid and we stop factoring in. But you never know. 

2. GNG

We own two parcels of GNG too and have to sell both as 3PTL breaches, again even taking into account their 9c dividend which will be paid on 23/3. 

3. MQG

MQG is also a Rule 1 sell. 

SRX is also sitting on the sell line but I’m going to hold on to it today and see what happens. 

 

BUYS

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

CURRENT HOLDINGS

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

** Please remember to review our Buying Guidelines to understand which cap bands you should be looking at and other important considerations. 

DISCLOSURE 

In the interest of full disclosure, we would like to advise that, as of the date of this email, the QAV team currently hold these stocks in their personal portfolios:

BSL CGF FHE GRR HLI IGL JHG MQG OML QAN QBE RMS SGM WAM WAF

Please note that our personal holdings might not include the stocks we recommend in QAV Light. This is because we already have full portfolios (15-20 stocks) and can only add new stocks if we have to sell something. 
If you’re interested in learning more, please review our trading and disclosure policy.

FOR NEW MEMBERS

If you’re new to QAV Light, here’s a quick reminder on how it works. 

  1. We send you an email every Monday advising which stocks we are adding to our Light portfolio.
  2. You can copy our trades, but please remember to review our Trading Guidelines to understand which cap you should be looking at and other important considerations. And consult a financial planner before making any decisions.
  3. We don’t recommend that you add stocks which are already in our portfolio. Their position on our buy list might have changed since we recommended them. Just start with the stocks recommended after you become a member.
  4. If one of the stocks we add breaches one of our sell conditions, we will sell it from our portfolio and you’ll get an email advising of the trade. Again, you can copy our trades, but seek financial advice before making any decisions. And please check your Rule #1 price (see Trading Guidelines).

That’s it for today! 

If we decide to buy or sell something, we’ll let you know. 

Got a question? 
info@qavpodcast.com.au