by Cameron Reilly | Jan 26, 2022 | Blog, Investing Podcast, Podcast Episodes
Talking about the current market volatility, and whether or not we should wait it out and go to cash; we discuss recent articles talking about “investing” in tech stocks and crypto; deep dive on RIO; explain how the Bank Bill Swap Rate works; whether or not new investors should wait until the end of reporting season; getting back to the ‘Buy Follows Sell’ rule and how it applies to CBA; possible reasons why KRM has gone up and MQG has gone down; and the challenges in placing orders at market value.
by Cameron Reilly | Jan 25, 2022 | Blog, Transcripts
QAV 502 Club Cameron 00:07 Welcome back to QAV, TK. Tony 00:09 Hey Cam. Cameron 00:09 Congratulations. Tony 00:11 Thank you. Cameron 00:11 Let me start with that. Tony 00:12 Yeah, Magic Millions. It’s been a big week. Cameron 00:15 What’s better,...
by Cameron Reilly | Jan 24, 2022 | Blog, Stock Tips
We have two stocks to bring to your attention to this week. This recommendation is based on our analysis using data from Sunday 16 Jan 2022.
by Cameron Reilly | Jan 19, 2022 | Blog, Investing Podcast, Podcast Episodes
On this episode we talk about MYR becoming a sell; Tony’s problems with Howard Marks’ latest memo; the new AF sheet; and our stocks of the week, including Tony’s pulled pork on BPT.
In the club episode we answer questions about using West Texas v Brent Crude, using Martin Roth’s Top Stock book, paying attention to announcements during confession season, and what impact interest rate rises might have on QAV in the coming months.
by Cameron Reilly | Jan 18, 2022 | Blog, Transcripts
Transcript for QAV #501
by Cameron Reilly | Jan 17, 2022 | Blog, Stock Tips
We have two stocks to bring to your attention to this week. This recommendation is based on our analysis using data from Sunday 16 Jan 2022.
by Cameron Reilly | Jan 13, 2022 | Blog, Investing Podcast, Podcast Episodes
Indonesia temporarily bans coal exports; GWR up 80% in 3 weeks; ANZ pulled pork; NTD SPP and Tony’s thoughts on SPPs in general; CBA worth a punt; iron stock update; How often to update sell alerts.
by Cameron Reilly | Jan 11, 2022 | Blog, Transcripts
QAV 500 Club Cameron 00:08 Welcome back. QAV. First show of 2021 TK, episode 500, sorry, 2022, 500. How are you? Tony 00:21 Good. It’s not our 500th episode though, is it? Cameron 00:24 No. Series five, episode zero? I don’t know. Makes no sense. Makes...
by Cameron Reilly | Jan 10, 2022 | Blog, Stock Tips
We have two stocks to bring to your attention to this week. This recommendation is based on Tony’s analysis using data from Sunday 09 Jan 2022.
by Cameron Reilly | Jan 5, 2022 | Blog, Investing Podcast, Podcast Episodes
In our first episode for 2022, we’re talking about my confusion over some recent 3PTL rule changes, platinum being a buy again, what a “cleansing prospectus” is, Gary’s stellar results, some changes to the buy list, a pulled pork on CIA, CAA and aluminium, Nufarm’s cash flow, how to treat companies we’ve sold using R1, why we use operating cash flow instead of free cash flow, and whether or not CDD is a sell.
