QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S05E34 — The Qaverick

QAV S05E34 — The Qaverick

Aug 31, 2022 | , ,

Time to check your 3PTL alerts; spare a thought for poor Andrew For­rest; NCK’s results; Ophir fund per­for­mance; Port­fo­lio updates; Rever­sal of for­tune for BPT, back on the buy list; Some old friends return to the buy list — SUL, BFG and WHC; SGM is a scrap met­al recy­cler tied to the iron ore price; TK mis­tak­en­ly bought KAR and VEA; he also bought NWS but prob­a­bly shouldn’t have; Pulled Pork is ABA; PTB enters into scheme imple­men­ta­tion deed; JHG price/op cash­flow; the out­look for REITs; banks and ‘Price to Op cash­flow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any bet­ter or worse luck on stocks he’s repur­chased after mak­ing a loss; sell line for EHL; who is our Qav­er­ick of the Week?

QAV S05E32 — QAV A Good Week

QAV S05E32 — QAV A Good Week

Aug 17, 2022 | , ,

On this episode: Signs of Com­ing Eco­nom­ic Hor­ror, gold is a sell, CGF pun­ished, port­fo­lio update, mort­gage rates update, report­ing sea­son updates, nick­el close to a buy, BPT miss­es guid­ance, Pulled pork on SDG, OGC delist­ing, SKT pulls out of Media Works, fil­ter­ing the list for div­i­dends.

QAV S05E31 — How High Is Your IQ(AV)?

QAV S05E31 — How High Is Your IQ(AV)?

Aug 10, 2022 | , ,

We bid farewell to ONJ; Port­fo­lio update; 3PTL reminder; Catch phrase comp; Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC Net Asset Back­ing; Is Cop­per a buy; Is TK ful­ly invest­ed cur­rent­ly or still being cau­tious; the longest peri­od of under per­for­mance TK has expe­ri­enced.

QAV S05E29 — Let’s Get Physical

QAV S05E29 — Let’s Get Physical

Jul 27, 2022 | , ,

We farewell a QAV mem­ber; gold is a sell; iron ore is close; pump and dumpers duped mil­lions out of Aussie investors; BPT results; Buffett’s casi­no anal­o­gy; prof­it tak­ing dri­ving up infla­tion; Dun­can on asset wash­ing; pulled pork on ACL; using the 3PTL on ETFs; has TK done bet­ter out of min­ing or indus­tri­al stocks; how and why of the Aver­age Dai­ly Trade rule.

QAV S05E28 — Discipline

QAV S05E28 — Discipline

Jul 20, 2022 | , ,

Dur­ing tur­bu­lent times, we have to have dis­ci­pline; Elon and Twit­ter; MHJ shares up on strong quar­ter­ly sales; Iron ore about $5/Ton above its fudge sell line; Pulled Pork — AMO; MQG’s cash flow; CFO of ASX Ltd has announced her depar­ture — a bad sign?

QAV S05E27 — The Coppock Curve

QAV S05E27 — The Coppock Curve

Jul 13, 2022 | , ,

This week: I caught COVID, sto­chas­tic process­es, inter­est rate rise, growth after cor­rec­tions, Munger invests in Aus­tralia, the Cop­pock Curve, Buf­fet backs BYD, Pulled pork on WHC, 2BL exam­ples, banks and down­turns, and under­ly­ing indi­ca­tors for retail.

QAV S05E26 — Happy New Year

QAV S05E26 — Happy New Year

Jul 6, 2022 | , ,

As the finan­cial year has end­ed, we dis­cuss our port­fo­lio per­for­mance, and then dis­cuss BYE’s qual­i­fied audit, Con­fes­sion sea­son, mort­gage rates, Pulled Pork is NZM, Iron Ore prices, 2nd Buy Line exam­ples, and dol­lar cost aver­ag­ing vs going all in.

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