QAV Blog

We talk about AIS start­ing to get cov­er­age, the COG chart (again), our stock tip per­for­mance, our port­fo­lio update, Char­lie Munger speak­ing at Sohn Hearts & Minds, the SXL chart, the ASX200 aver­age Price:CashFlow, lum­ber is a 3PTL buy, changes to the check­list, cop­per is a buy again, and SFR is our Stock Of The Week.

In the Club episode: plat­inum is a buy again, Tony sold HLS and bought NAB, WGX is back on the list, IKW is off the list, pre­cious met­als fore­cast­ing, regres­sion test­ing on Tony’s port­fo­lio, find­ing a sell line for stock that don’t have 5 years of price his­to­ry, the process of price set­ting on the ASX pri­or to the open­ing time, and how Stock Doc­tor cal­cu­late their sell prices.

This week we talk about hydro­gen futures, the MOZ graph, our port­fo­lio per­for­mance, sell­ing MTO, our stock tip per­for­mance, Tony’s new idea to replace the 3PTL, GCY back on the buy list, CTP, IDZ’s qual­i­fied audit, mixed com­mod­i­ty min­ers, MMS, CLX, EHL.

In the Club edi­tion, we dis­cuss the ethics of buy­ing coal stocks, using a 25 day mov­ing aver­age, the tim­ing for 3PTL sells, Tony’s thoughts on Elliot Wave the­o­ry, Tony’s view on let­ting emo­tions impact an invest­ing deci­sions and a review of ATL’s price, and Tony’s take on how infla­tion might affect QAV the­o­ry.