QAV Blog
Investing insights, podcast episodes, and market analysis.
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!
CVW is our small cap stock of the week
Our small cap stock this week is ClearView Wealth, a seller of life insurance which has two other arms — a wealth management business and a financial advice business.
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
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…
