QAV Blog
Investing insights, podcast episodes, and market analysis.
EOM Report November 2020
We finished November slightly lower than the AORD, which had a stellar month, driven in large part by the banks and Qantas, who got a boost now that the Rona vaccine is on the horizon. However our performance since inception (9/19) is still better than double the…
QAV S03E57 — Doug Morris, Sharesight
Our guest is Doug Morris, CEO of Sharesight, the online stock portfolio tracker & reporting tool. We talk about his background, the vision behind Sharesight and how it can simplify investor’s lives. Tony is a convert!
TK Journal 2020-11-26
Eclipx (ECX) reported recently and it’s new figures are now in Stock Doctor, so I decided to run a new download. ECX remains on the buy list with a QAV score 0.49. 8IH reported new figures as well and has returned to the Buy List with a QAV score of 0.12. Betashares…
QAV S03E56 — Premature Ejection
This week we talk about why our portfolio lagging the All Ords, sell lines for SSG and ADH, setting up a SMSF, using a DRP, AGM voting rights, qualified audit reports, and regression testing.
TK Journal 2020-11-24
I am raising a Stock Journal note for Maca (MLD) which crossed its Buy price yesterday and has a QAV score of 0.38 and so gets added to the Buy List. Base Resources (BSE) has passed its Buy Price yesterday and is added to the Buy List with a QAV score of .31.
QAV S03E55 — Andrew Page, Strawman
Our guest on this episode is Andrew Page, founder of Strawman, an online community of investors providing members with independent, peer-reviewed research and recommendations on the sharemarket. We talk about the thinking behind Strawman and how investors can get the most out of it.
TK Journal 2020-11-19
Today I sold my holdings in Regis Resources (RRL) and used the proceeds to buy shares in The Reject Shop (TRS). I also noticed that Sandfire Resources (SFR) has fallen below it’s Sell line so it is removed from the Buy List. Update 05:20 PM Myer’s (MYR) share price…
TK Journal 2020-11-18
After discussing Hawthorn Resources (HAW) yesterday, I remembered that they were paying a return of capital and special dividend and did some research. Approximately 4 cents per share is being paid to shareholders on the 20th of November. I think this is why…
QAV S03E54 — Three Balls In The Water
On this week’s show we talk about the HAW price drop, a highlight from the ASA conference, the Aurelia Metals capital raising, Tony’s stock of the week JBH, and answer some of your questions about UWL, AX1, DKM, SFR, RRL NWH, AKG, how Tony calculates his returns, and why we use a 5 year chart with monthly intervals,