Transcript QAV 429
Transcript for QAV 429, recorded 19 July 2021.
TK Journal 2021-07-23
HI Cam, Mea Culpa, I stuffed up on Millenium Services Group (MIL) on a recent show. They have an “emphasis of matter in relation to going concern” in the their audit report. IE, they have a qualified Audit. Thanks for picking that up and I should have earlier, too....QAV S04E29 – Gearing Up
Amendments to the 3PTL wording in the bible; how to calculate performance of a volatile portfolio; creating wealth by gearing a property; updating your 3PTL alerts; the pulled pork on SUN; sell lines for banks and other stocks with high QAV scores; KRM is stopping gold production, what does that mean for investors; C6C has dropped, when do we sell?
Transcript QAV 428
Original Episode: QAV 428 Club Cameron 00:07 Welcome back to QAV, TK. Episode 428. Still in lockdown. It was just like Episode 427. And you told me earlier that somebody said that it could go on for a long time. Norman Swan said something? Tony 00:27 Yep, still....TK Journal 2021-07-19
CBA has breached its Sell line and I will be selling my holding tomorrow. It is likely I will replace it with SUN.TK Journal 2021-07-14
I have reviewed some of the trend lines for stocks on our checklist while working with Dylan and noticed that CNU and CLT have both breached their Sell lines.QAV S04E28 – Headless Chickens
Another long episode (1.5 hours)! We talk about our performance vs the top funds; Buffett’s ABCs; Why TK bought gold miners over retailers last week; the idea of a “second peak”; HUM’s exposure to Forum Finance; the performance of the 2017 Dogs; a deep dive on MML and MIL; how Rule #1 works; how TK would invest if he was 25 again; whether or not I should sell MYR; copper physical vs futures; and how to spot “bad news” during reporting.
QAV S04E27 – The Mystery of The Reducing Scores
This week we discuss our EOFY result (48%); decide to sell VUK again; MYR and Solly Lew; SOTW is GRR; the Sell price for BCN; contrarian investor Michael O’Higgins’s ‘Dogs of the Dow’ strategy; Duncan and The Mystery of The Reducing Scores; the Copper and Coal commodity prices; the chart for SUL; how to understand IMA’s market depth report; Magellan’s intention to transition its High Conviction Trust listed investment company into an active exchange-traded fund; would apply 3PTL to a chart given the effect of a consolidation like for COG; and the sell lines for banks.