The Wheat price is now a 3PTL sell, which means we need to sell GNC. For new members, our thinking is that stocks that are tied to a particular commodity tend to follow the price to that commodity. Hence, if the Wheat price goes down, so will the price of GNC. Of course, the Wheat price could rebound, but as we don’t believe in our powers of prediction, we just play it day-by-day.

SELLS

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

 

 

NEW FREE WEBINARS

I’m running freeweekly webinars on Thursday nights (8pm Brisbane time) over Zoom. These will be an opportunity for everyone interested in value investing, whether you are new to QAV or an existing QAV Club or Light member, to ask questions and share learnings with each other. 

Next webinar: Aug 31, 2023 08:00 PM Brisbane

Register in advance is required for this meeting. Click here to register

 

 

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:

CCP FHE FPR GNC IGL JHG PLS QAN QBE RMS SGM VEA VUK WAM WHC

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).
  5. If you come across any QAV terminology that you don’t understand, please review our terminology guide or just email us for clarification.

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