QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Update #38

Oct 31, 2022 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day.  It’s been anoth­er chop­py week for the AORD. Today start­ed strong­ly, but already seems to be soft­en­ing.  Let’s have a look at how our port­fo­lios are doing and what we have to buy this week.  PORTFOLIO UPDATES 22.1…

QAV 541 — Bipolar Mr Market

QAV 541 — Bipolar Mr Market

Oct 19, 2022 | , ,

The bipo­lar Mr Mar­ket, com­mod­i­ty updates, PE clar­i­fi­ca­tions in Bible, Qan­tas upgrade, ATL owned Cam­pli­fy acquires Euro­pean base, Howard Marks rais­ing mon­ey, Pulled pork on SLH, Tony’s cof­fee with SOL CEO, why Tony has always been invest­ed in WAM, advice on how to find a finan­cial advis­er, what to do if you’re going away for 2 weeks.

QAV 540 — No Secrets

QAV 540 — No Secrets

Oct 12, 2022 | , ,

Oil, cop­per and gold com­mod­i­ty move­ments, SDG bought for the DP, but it’s in run­down, Pulled pork request from Ally: BST, Inter­est rate changes to Mas­ter spread­sheet, div­i­dend pay­ments and sell lines, invest­ment pri­or­i­ti­za­tion and risk tol­er­ance, 2% cap­i­tal loss/risk rule, the TGA share con­sol­i­da­tion sce­nario, what is the main com­mod­i­ty for S32?, the coal sell line, par­cel siz­ing.

QAV 539 — Coked Up

QAV 539 — Coked Up

Oct 5, 2022 | , ,

Liz Truss is a genius ; COAL — if ther­mal is a buy, and cok­ing is a Josephine, how do we treat YAL; I screwed up with SMR today; Port­fo­lio updates; RBA increas­ing rates today; David Gottes­man, War­ren Buf­fett Part­ner, Dies; The mar­ket PE ratio is falling; Reces­sion in my mind, is almost cer­tain; All ords down 7.13% on a 1 year basis. but the Small ords is down 22.24%; Pulled Pork on: BFG; the Invest­ment Clock; how to deter­mine if there has been a recent pos­i­tive upturn; why does TK think “Cap­i­tal Goods” com­pa­nies are start­ing to show up in droves on our list; the the­o­ry of “3PTL Sells” and div­i­dends.

QAV 538 — The Market Rout

QAV 538 — The Market Rout

Sep 28, 2022 | , ,

Fund per­for­mance; Reserve Bank mon­ey print­ing and infla­tion; Labor and Franked Div­i­dends; Pulled Pork XTE; share mar­ket rout; port­fo­lio update; RBA burns $50bn in QE; Viva Ener­gy Buys back Coles Express sites; WHC announces $2bn buy back; Apol­lo shares jump on Jucy deal; Kudos to ABC News; Doug’s short­ing exper­i­ment update; back test­ing around observ­ing major trig­gers of a gen­er­al down­ward trend in the mar­ket; the pros and cons of ETFs; ECX con­tin­u­al­ly buy­ing back shares and Rule #1.

QAV S05E37 — Under Pressure

QAV S05E37 — Under Pressure

Sep 21, 2022 | , ,

Founder-lead busi­ness­es; div­i­dend pay­ment dates; Stock Doc­tor and updat­ed results; keep­ing LICs off the buy list; Renko chart update; RBA gov­er­nor under pres­sure; new large cap stocks; set­ting up a $100k DP;
GNP pulled pork; NL stands for No Lia­bil­i­ty; the ben­e­fit of tak­ing prof­its.

QAV S05E36 — The Beeping Royals

QAV S05E36 — The Beeping Royals

Sep 14, 2022 | , ,

Which stocks are push­ing up the AORD; the mak­ing of a mil­lion­aire study; com­mod­i­ty changes; TER results; Pulled pork ALO; Renko charts and time frames; RRL sell line; sell lines and “not los­ing prof­its”; how TK does regres­sion test­ing; would TK buy some­thing that doesn’t have a sell line.

QAV S05E35 — QAVLENGTH

QAV S05E35 — QAVLENGTH

Sep 7, 2022 | , ,

Iron Ore is a sell; Down days, up days… what about neu­tral days; Rule 1 and div­i­dends; Josephine but above its 2BL; Hap­py birth­day War­ren; Taylor’s arti­cle;
Pulled Pork: SMR; SGM less impact­ed by the iron ore price; GRR and Renko charts; ALO, a scal­able soft­ware play; mov­ing aver­age v 3PTL; WHC thoughts

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