We start off talking about our Year One result for the QAV portfolio. Is 6.3% a good result in the current market? Questions this week include topics about how quickly Tony sells once a stock breaches its sell line; CCP’s price drop; Macquarie Group’s (MQG) profit hit; whether or not Tony went to 100% cash after COVID; what to do when half of your buy list have negative sentiment; and the Alacer Gold and SSR Mining merger.
We are very excited today to have Kien Trinh, the Head of Research from Lincoln Indicators (the company behind Stock Doctor) on our show! Kien talked to us about why Stock Doctor is such a powerful tool for serious investors.
This is the audio transcript of a Zoom group chat Tony and I did with some of our QAV Club members on 7 Sept 2020. Lots of great questions were answered.