QAV Blog
Investing insights, podcast episodes, and market analysis.
Transcript #434
QAV 434 Club Transcript Cameron 00:05 Welcome back to QAV Tony K. Ciao! Ciao tutti e ciao Tony. Tony 00:11 Ciao! Cameron 00:12 I did think this afternoon I was going to do the entire podcast in Italian but maybe not. How are you doing up there? Tony 00:22 You need…
QAV S04E34 — The Keith Moon of Investing
This week we pull the pork on EHL, and talk about JBH, QBE, copper, AMP, Warren Buffett’s goat, URW, SWM, HUM, RMS, BHP, ASX, BFG, MIL, ASB, MHJ, we chat with young investor Lachie Duncan, and answer a bunch of your questions.
Transcript #433
QAV 433 Club SPEAKERS Cameron, Tony Cameron 00:06 Welcome back to the QAV Episode 433 TK in week eight of lockdown in New South Wales. Tony 00:14 Yes, we’re now officially in a seven day lockdown. Cameron 00:20 Tell people the gag you just told me, Tony. Tony …
TK Journal 2021-08-20
Hi Cam, Copper crossed its Sell line today which means that I will be Selling out of my holdings in Sandfire Resources (SFR). I will replace it with ASX which has just entered the Buy List with a QAV score of 0.12 We should also swap C6C out of the Dummy Portfolio and…
Transcript #432
QAV 432 Club Cameron 00:07 Welcome back to QAV. This is Episode 432. TK, I am out of lockdown. Eight days in and out. That’s how we do it in the big red state. Is that where we are, reds. Are we the reds yes? I don’t know. Tony 00:23 Well, you’re meant to be. Cameron…
TK Journal 2021-08-18
Hi Cam, Just wanted people to know that I may buy some stock in Chorus (CNU) in 24 hours time. Thanks, Tony
TK Journal 2021-08-17
Hi Cam, Bendigo and Adelaide Bank (BEN) reported results yesterday and there has been a sell off of the stock since then. I own BEN in my portfolio and will Sell in 24 hours time as it has fallen below its Sell Price and below what I paid for it. Thanks, Tony
QAV S04E33 — Rule #2
On this episode we talk about finding ASX300 stocks, CGF is the pulled pork, range trading, buying and selling during reporting season, Rule #2, calculating portfolio returns for volatile portfolios, natural gas, palladium, nickel and aluminium stocks, taking quality of management into consideration, the CBA off market buy back, the MXI 5:1 consolidation, sell lines for stocks going ex-dividend and our TV, movie and music recommendations!
TK Journal 2021-08-13
Hi Cam, Both NAB and Downer EDI (DOW) are now on the Top Scorer’s List. I will be buying into both these stocks as I sell down some FMG from my portfolio. Please let our subscribers know. Regards, Tony
