Hel­lo QAVvers

Here’s my week­ly update.

cheers

Cam

Stock Analysis

I did add FEX as a Light buy on Mon­day, so you can read my analy­sis of it here. It’s already a 3PTL though. 

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.

Below is a link to the AU list and a new US list.

QAV Val­ue Invest­ing Buy Lists 2025-07-06

Portfolios

AUSTRALIAN

7 Day Report: The AU Dum­my Port­fo­lio was +0.44% in the last week vs the bench­mark ‑0.41%.

Five Year Report: We are +15.64% pa vs the bench­mark +11.58% pa.

AMERICAN

Our U.S. port­fo­lio for the last 30 days was +2% vs 3.75% for the S&P500.

For the last 12 months, the port­fo­lio is +31%  vs the S&P500 +11%.

I still haven’t trad­ed any­thing since 12/5.

Since incep­tion (Sep 2023), our port­fo­lio is +57% vs the S&P500 +40%.

STOCK NEWS AND UPDATES

On the com­modi­ties front, this week’s buy list had the fol­low­ing changes.

GEM

G8 Edu­ca­tion dropped 20% after child abuse alle­ga­tions

MTO

MTO jumped 30% after announc­ing the acqui­si­tion of Peter Stevens and Harley-Heav­en

SLH

SLH (Silk Logis­tics) is high up on our buy list but it’s being acquired.

RBA

The RBA yes­ter­day announced it is hold­ing rates where they are, much to Tony’s sur­prise. 

LAST WEEK’S EPISODES

QAV America 12 – Self-Coups and Steel Stocks

DISCLOSURE

Please review our trad­ing and dis­clo­sure pol­i­cy.

That’s it for the week! 

QAV A GOOD SHAREMARKET!  

Got a ques­tion? 
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