QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S04E40 — Gladys & Napoleon

QAV S04E40 — Gladys & Napoleon

This week we intro­duce the “Gladys” graph and the “Napoleon” line. We talk about our stocks of the week (NHC, CVW), the doom and gloom in the glob­al mar­kets and how to use QAV to stay sane, the MYR col­lapse, how to cal­cu­late the sell line for SDG post-div­i­­dend, and the charts for AMI, BSE.

In the Club Edi­tion, we also talk about when to buy back into iron ore stocks like FMG, STO sen­ti­ment and oil prices, our 4E sub­mis­sion to the ASA, why RIC is a “get in quick” stock, why BXB and ANN dropped quick­ly, invest­ment struc­tures if you’re liv­ing off the div­i­dends (like TK is now), and whether Tony would con­sid­er invest­ing in some­thing like BBUS or BBOZ. All that and after hours!

NHC is our large cap stock of the week

Our large cap stock this week is New Hope Cor­po­ra­tion.  NHC involved in the explo­ration, devel­op­ment, pro­duc­tion and pro­cess­ing of coal, oil and gas, as well as mar­ket­ing and logis­tics.  On this week’s upcom­ing episode (440), Tony says that some of the…

Transcript #439

QAV 439 Club Cameron  00:10 QAV 439, Tony. Mon­day, the 27th of Sep­tem­ber, 2021. What’s going on in your world bud­dy? Tony  00:19 Well, I have to stop and think because there’s not much going on in lock­down. That’s for sure. Oh God, no. Cameron  00:26 Come on you’re…

TK Journal 2021-09-28

Beach Ener­gy (BPT) has just crossed its Buy Line and returns to the Buy List wiath a score of 0.24. I received an alert noti­fi­ca­tion from Stock Doc­tor last night that KMD has new finan­cials updat­ed. I did a new down­load and KMD is added to the Buy list with a QAV…

QAV S04E39 — SPARKLINES

QAV S04E39 — SPARKLINES

This week we chat about MYR (Tony’s pulled pork), MHJ (our small cap stock of the week), live cat­tle futures, FMG as a chal­lenger buy, ATL’s price increase, MWY back on the list, sell­ing off the banks, using Sparklines and Excel’s STOCKHISTORY, dis­count­ing one-off cash­flow events, get­ting back in to com­mod­i­ty sells, invest­ing in busi­ness­es with most­ly intan­gi­ble assets, how to tell if Stock­doc­tor has the lat­est fig­ures, han­dling tax time, and mea­sur­ing Tony’s results by after-tax returns. And our guest this week is Brett Fis­ch­er, the investor of the Bret­ta­la­tor!

Large Cap Stock Of The Week: MYR

Our large cap stock this week is Myer (ASX:MYR).

It has cer­tain­ly been one of the best per­form­ers in my port­fo­lio over the last six months, up 85% since June 2021.

Small Cap Stock Of The Week: MHJ

Our small cap stock this week is Michael Hill Inter­na­tion­al (ASX:MHJ), which oper­ates in the retail sale of jew­ellery and relat­ed ser­vices sec­tor in Aus­tralia, New Zealand and Cana­da.

Transcript QAV 438

QAV 438 Club Cameron  00:15 Wel­come back to a lit­tle radio show. Isn’t that what– That’s what’s his face says, Late Night Live old ABC guy been around for­ev­er. Back, dear lis­ten­ers to our lit­tle radio show, Philip Adams. Tony  00:30 Yes. He’s– I love lis­ten­ing to…

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