QAV S05E03 – Frogger

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.

Transcript QAV #502

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,...

QAV S05E02 – Howard Loses Marks

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.

Transcript #500

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...

QAV S05E00 – The Cleansing

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.

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