QAV Blog
Investing insights, podcast episodes, and market analysis.
TK Journal 2020-12-12
I am raising a Stock Journal to remove Autosports Group (ASG) from the Buy list as its price has dropped below the sell line. It now looks like a falling knife.
QAV S03E60 — Dead Parrot
Can we ignore the COVID cough in our 3PTL charts? What do you do when you own stock in a delisted company? How would we treat Depreciation when thinking about CCP? Does a capital raise cause a bump in the price? Should we listen to Ray Dalio on diversification? Why did Tony buy SFR and not any of the stocks on the Buy list with a much higher QAV score? Should we add a ‘one-month up turn’ to the checklist?
TK Journal 2020-12-09
Hi Everyone,I am raising a Stock Journal for Yancoal Australia (YAL) which has just gone past its 3PT Buy Line and is added to the Buy List with a QAV score of 0.31Thanks,Tony
QAV S03E59 — Cameron Williams
Our guest today is Cameron Williams, sport editor at Channel Nine. You’ve probably seen him on The Today Show or Nine News. We talk about growing up in Emerald and how he ended up in a sports journalism career. Of course there’s some talk about horses and boxing, but there also a fair amount of talk about investing, how to teach your kids about money and entrepreneurship, why he’s a fan of Tony’s QAV approach — and how TV celebrities buy underwear.
TK Journal 2020-12-04
Hi everyone, I am buying some shares in Sandfire Resources (SFR) for my own account. I did another SD download today as there were a few new company reports that occurred the week. Here is a summary of the changes since the last download: Virgin Money UK (VUK) was…
TK Journal 2020-12-03
Hi everyone, Sandfire Resources (SFR) announced a new mine in Botswana and their share price has jumped 10% and so are now a Buy on and are added to the Buy List with a QAV score of 0.29. Thanks, Tony.
Yes We Kynaston!
In case you missed it, Tony was on Ausbiz this morning. Nice headline!
Tony in the ASA magazine
Check out this month’s Australian Shareholder Association (ASA) Equity magazine article by Tony Kynaston! He’s the “and more…” below. Thanks to Steve Mabb for his help in getting QAV some ASA exposure.
QAV S03E58 — Halloween Pumpkin
This week we discuss the current status of the Zimplats (ZIM) audit, Tony’s stock of the week, his recent journal entries, Kelly Partners (KPG), GuruFocus, and the KMD CEO.