QAV Blog

This week we talk about MIL’s “Empha­sis of Mat­ter”, MXI’s trad­ing halt, MTO’s sell line, MML’s sell line, ABA’s buy line, WWG’s QAV score, invest­ing in QAV to build up a deposit for a prop­er­ty, Tony’s pulled pork is HZN, CBA’s sell line, MQG’s sell line, the oil price’s sell line, ANZ’s sell line, tail­winds, using EV/EBITDA, XRO’s sell line, how Tony defines an uptick, and our guest today (club edi­tion only) is Ali­son Har­ring­ton, Bris­bane Con­venor and Edu­ca­tion Offi­cer Qld for the Aus­tralian Share­hold­ers’ Asso­ci­a­tion, who talks about women in invest­ing.

Amend­ments to the 3PTL word­ing in the bible; how to cal­cu­late per­for­mance of a volatile port­fo­lio; cre­at­ing wealth by gear­ing a prop­er­ty; updat­ing your 3PTL alerts; the pulled pork on SUN; sell lines for banks and oth­er stocks with high QAV scores; KRM is stop­ping gold pro­duc­tion, what does that mean for investors; C6C has dropped, when do we sell?

Anoth­er long episode (1.5 hours)! We talk about our per­for­mance vs the top funds; Buffett’s ABCs; Why TK bought gold min­ers over retail­ers last week; the idea of a “sec­ond peak”; HUM’s expo­sure to Forum Finance; the per­for­mance of the 2017 Dogs; a deep dive on MML and MIL; how Rule #1 works; how TK would invest if he was 25 again; whether or not I should sell MYR; cop­per phys­i­cal vs futures; and how to spot “bad news” dur­ing report­ing.