QAV Value Investing Buy List (AU) 2026-07-12

Hap­py Stock­mar­ket. Here is our Aus­tralian buy list for this week based on our val­ue invest­ing sys­tem. As always, please check our work, DYOR, con­sult a finan­cial advi­sor before mak­ing any invest­ing deci­sions.

AU LIST:

QAV AUSTRALIA BUY LIST 2026-07-12

Note: Why Bren­t’s a Josephine and WTI’s a buy

The cam­mala­tor spat out some­thing odd this week. Brent crude and WTI crude, two charts that look like twins, came back with oppo­site calls. WTI a buy, Brent a Josephine. So I went dig­ging, and the answer both­ers me.

Here’s the plain ver­sion.

The buy line gets drawn between two high points on the chart. The machine anchors on the recent April peak, when both oils spiked to around $105 to $110 before falling over. Then it needs a sec­ond point, and the only one it’s allowed to use is the May close. May only counts if it sits at or above the halfway mark between April and June. ie, did the drop keep accel­er­at­ing, or start to flat­ten out?

WTI’s May cleared its halfway mark by sev­en cents, so it got a steep recent line that today’s price sits above. Buy. Bren­t’s May missed its halfway mark by 55 cents, so the machine threw out the recent peak and fell all the way back to the 2022 high to draw the line instead. That line sits up around $110. Brent is $76, miles below it. Josephine.

So these are the same trade. Same spike, same col­lapse, same bounce. The sys­tem slapped oppo­site labels on them because one mon­th’s close wob­bled by a dol­lar. 

Any­way. If I was eye­balling Brent (which I did ear­li­er in the week), I’d prob­a­bly call it a BUY. But rules are rules. I’ll talk to TK this week on the show about how he sees it.