TK Journal 2020-10-22

I down­loaded a new SD fil­ter into the QAV Mas­ter spread­sheet this morn­ing, Thurs­day 22/10/20 at 9:44am, pre-mar­ket open­ing. I want­ed to update the buy list and find a replace­ment for KRM for our Dum­my port­fo­lio.

There were 2 stocks that I had to add to the Man­u­al­ly Entered Data tab because they were new to the down­load. These were IXI and IJH. These are both iShares glob­al ETFs. I also added them to the Buy list.

IXI has a QAV score of 0.30 and IJH has a QAV score of 0.13

Once the Buy list was com­piled, I com­pared it to my last back­up. Here are the changes that result­ed:

• ADH, AX1 and EPD have all slipped off the list due to price increas­es. I don’t hold any of these stocks, but if I did I would con­tin­ue to hold them.
• Stock Doc­tor report­ed the June 2020 results for KCN since the last down­load and as it now has neg­a­tive oper­at­ing cash flow, it is removed from the Buy list.
• I had to man­u­al­ly delete KRM from the Buy list as it con­tin­ues to show a good QAV score. I did this by turn­ing the Sen­ti­ment Con­firmed cell in the Man­u­al­ly Entered data tab from Yes to No. This is a workaround as there is no oth­er way to remove KRM because of the fact that the CEO and a found­ing share­hold­er have resigned.
• Quan­tum Health­care (QTM) was added to the Buy List fol­low­ing this down­load.
• And, final­ly, I sug­gest that we add Grange Resources (GRR) to the Dum­my port­fo­lio to replace KRM which was removed yes­ter­day. I would use the pro­ceeds from the sale as the amount to buy of GRR.

also…

SD sent me an alert to say that Autosports Group (ASG) went above it’s buy line. So, it goes onto the Buy list with a QAV score of 0.25