Stock Analysis

I did add some SGLLV to a Light port­fo­lio last week, but obvi­ous­ly there’s no buy­ing hap­pen­ing this week. 

BUY LIST

Each week we pro­duce a buy list based on our val­ue invest­ing sys­tem that we share with our QAV Club mem­bers. The intend­ed pri­ma­ry pur­pose of this buy list is for club mem­bers to use as a ref­er­ence for com­par­ing their own buy list. In the­o­ry, all of our buy lists should look pret­ty sim­i­lar each week.

This week I’m pro­vid­ing only ONE ver­sion — it just has the buy list (live and sta­t­ic ver­sions) vis­i­ble, but the oth­er sheets are there, just hid­den, so unhide them if you want them. Not that I expect to buy any­thing this week.…

QAV AU SCORECARD 2025-04-06

Portfolios

The AUS Dum­my Port­fo­lio was ‑7% in the last week as was the bench­mark, and we’re +7% pa for the FY (vs ‑2% pa for the bench­mark). I haven’t had to sell any­thing yet, but ANZ and SUL will go today (they are both 3PTL sells) unless they rebound suf­fi­cient­ly this morn­ing. I’m going to wait an hour or two to see what hap­pens.

The U.S. port­fo­lio was ‑10% this week and is +14% for the FY (vs ‑7% for the S&P500).

STOCK NEWS AND UPDATES

ASX:GNP

Title: Acqui­si­tion of MGC Group Hold­ings — Genus­Plus Group Lim­it­ed (ASX:GNP) — List­corp.
Impor­tance: 10/10
Sum­ma­ry: Genus­Plus Group Lim­it­ed (ASX:GNP) has announced the acqui­si­tion of MGC Group Hold­ings, sig­nal­ing a strate­gic expan­sion.
Impact: This acqui­si­tion could enhance GNP’s mar­ket pres­ence and diver­si­fy its ser­vice offer­ings, poten­tial­ly lead­ing to increased rev­enues and oper­a­tional effi­cien­cies.
Key Points:

• Genus­Plus Group Lim­it­ed has acquired MGC Group Hold­ings.

• The acqui­si­tion is like­ly to strength­en GenusPlus’s posi­tion in the mar­ket.

• Poten­tial for rev­enue growth and oper­a­tional syn­er­gies.

Read full arti­cle

ASX:ANZ

Title:ANZ fined $250m by APRA after report into bank cul­ture, mar­kets mis­con­duct | The Chron­i­cle
Impor­tance: 8/10
Sum­ma­ry: ANZ has been fined $250m by APRA due to issues with bank cul­ture and mar­kets mis­con­duct.
Impact: The finan­cial penal­ty may affect ANZ’s cap­i­tal posi­tion and could have impli­ca­tions for future earn­ings and share­hold­er val­ue.
Key Points:

• ANZ fined $250m by APRA for cul­tur­al and mis­con­duct issues.

• The penal­ty could impact ANZ’s finan­cial per­for­mance.

Read full arti­cle

ASX:RMS

Title: Ramelius Resources Hits Record Cash Flow as Gold Prices Boost Prof­its — Col­it­co
Impor­tance: 7/10
Sum­ma­ry: Ramelius Resources Lim­it­ed expe­ri­enced a sig­nif­i­cant boost in prof­its due to record cash flow result­ing from favor­able gold prices.
Impact: This could lead to increased investor inter­est and poten­tial rein­vest­ment into oper­a­tions, enhanc­ing finan­cial sta­bil­i­ty.
Key Points:

• Record cash flow report­ed by Ramelius Resources.

• Prof­its boost­ed by ris­ing gold prices.

• Shares out­per­form­ing the ASX 200 by 25.88%.

Read full arti­cle

NYSE:GSL

Title: Charles Schwab Invest­ment Man­age­ment Inc. Cuts Stock Hold­ings in Glob­al Ship Lease …
Impor­tance: 6/10
Sum­ma­ry: Charles Schwab Invest­ment Man­age­ment Inc. low­ered its hold­ings in Glob­al Ship Lease, Inc. (NYSE:GSL) sig­nif­i­cant­ly.
Impact: Reduced insti­tu­tion­al hold­ings may indi­cate a lack of con­fi­dence in stock per­for­mance, poten­tial­ly influ­enc­ing oth­er investors.
Key Points:

• Charles Schwab reduced its posi­tion in GSL by 49.6%.

• Insti­tu­tion­al invest­ment changes can impact per­cep­tions of the stock.

Read full arti­cle

ASX:SRV

Title: Serv­corp Lim­it­ed (ASX:SRV) CEO Alfred Mou­far­rige Buys 7500 Shares of Stock — Ground News
Impor­tance: 5/10
Sum­ma­ry: CEO Alfred Mou­far­rige bought 7500 shares of Serv­corp stock, indi­cat­ing poten­tial con­fi­dence in the company’s future.
Impact: This insid­er buy­ing could sig­nal pos­i­tive expec­ta­tions about the company’s per­for­mance, which may influ­ence investor sen­ti­ment.
Key Points:

• Alfred Mou­far­rige, CEO, pur­chased 7500 shares of Serv­corp Lim­it­ed.

• Insid­er buy­ing can reflect con­fi­dence in the company’s prospects.

Read full arti­cle

LAST WEEK’S EPISODE