QAV Blog
Investing insights, podcast episodes, and market analysis.
TK Journal 2021-06-21 (2)
Hi folks, With the market correcting today, there are a number of stocks that are trading below their 3PT Sell lines. HVN, GMA, ANZ, TRS and VUK are all below their Sell lines. I own some of these and will be selling VUK, ANZ, and TRS in the next few days. With the…
TK Journal 2021-06-21
Hi everyone. K&S corporation (KSC) is added to the Top Scorers list with a QAV score of 0.36. BNK Banking Corporation (BBC) is added to the Top Scorers list with a QAV score of 0.21. CTI Logistics (CLX) has returned to the Top Scorer’s list with a score of 0.46.…
TK Journal 2021-06-18
Hi everyone, I am just having a look at some 3PTLs after my latest download, and I want to highlight that Maca (MLD) has breached its Sell line and so I am removing it from our Top Scorer’s list. The same situation applies to Verbrec (VBC), although this is a “fat…
TK Journal 2021-06-16
TK Journal 2021-06-16
QAV S04E24 — Flat Bottomed Girls
We debate the 3PTLs for ATL and AGD, talk about the recent jumps in price for AIS and CGS, the ANZ price, the lag in dividend payments, the results of Tony’s recent analysis of the performance of dividend stocks in the QAV portfolio, why fudge is science, the poultry price on indexmundi, how to manually replace the SD financial health rating, some formula changes to the the TK Master Spreadsheet, and whether or not the GCY announcement of higher costs is a big enough red flag to make Tony want to sell.
TK Journal 2021-06-15
ANZ went ex-div 10 May 2021. So that means that in the last month it’s worth less, because it’s paying out a dividend. We need to factor that in to the share price and add it back. However — in this case, ANZ has continued to drop, even factoring in the dividend, and…
TK Journal 2021-06-11
This is a Cam Journal entry, actually. I just thought I should be transparent about the stocks I added to my portfolio yesterday. They are: GLE MYR VUK CAA JYC CVW MHJ HUM AGD ECX IGL MML MXI Please note: this is no indication that you should buy the same stocks. Or…
TK Journal 2021-06-09
Eagle-eyed member Glenn Conroy picked up this in the IGN half-year report. Tony agrees that it means IGN has a qualified audit and is therefore removed from our scorecard. Tony says: “It looks like a qualified audit to me. It’s a bit wishy washy in that the auditors…
TK Journal 2021-06-08
Following on from yesterday’s podcast recording, Gascoyne Resources (GCY) has been removed from the Top Scorer’s List because it has crossed its 3 point Sell Line.Thanks,Tony
