QAV Blog

Tony reports on his recent analy­sis on com­pa­nies that go from a neg­a­tive cash­flow to a pos­i­tive cash­flow; Tony has been try­ing to find a place where a qual­i­fied audit is record­ed that makes them eas­i­er to find than hav­ing to scroll through the annu­al report; GLE’s results are out and their shares are up; Speak­ing of score­cards, we’re pub­lish­ing our first offi­cial score­card since get­ting our AFSL this week! ; Our port­fo­lio just passed the two year anniver­sary and is look­ing good; Tony’s pulled pork this week is CVW, Clearview Wealth; and we talk about ASG, MXI, VRS, com­mod­i­ty stocks, VUK, HUM, CKF and CAR.

This week we have some big news, talk about some minor errors we’ve fixed in the check­list and bible, then Tony does a pulled pork on COG, we explain ASX’s cash flow anom­aly from last week, Tony talk about some recent regres­sion test­ing he has done on sell­ing when the QAV score hits 0.5 and on using ROE in our check­list, Shell sce­nario plan­ning frame­works, whether or not we should dis­count sen­ti­ment for com­pa­nies with a small float, which part of the cycle Tony thinks the mar­ket is in and whether or not it mat­ters, MYE’s falling QAV score, the sell line for CDD, the buy line for CAA, and how Tony treats REITs.