QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S03E42 — Boring Is Beautiful

Sep 23, 2020 | ,

We start off talk­ing about our Year One result for the QAV port­fo­lio. Is 6.3% a good result in the cur­rent mar­ket? Ques­tions this week include top­ics about how quick­ly Tony sells once a stock breach­es its sell line; CCP’s price drop; Mac­quar­ie Group’s (MQG) prof­it hit; whether or not Tony went to 100% cash after COVID; what to do when half of your buy list have neg­a­tive sen­ti­ment; and the Alac­er Gold and SSR Min­ing merg­er.

TK Journal 2020-09-17

Sep 17, 2020 | ,

Coro­n­a­do GLB Resources (CRN) has been added to the Buy list with a QAV score of 0.12. This is the old Coro­n­a­do Coal that we have had in the Dum­my Port­fo­lio before. It has recent­ly gone through a cap­i­tal rais­ing which seems to be received well by the mar­ket. Sig­ma…

TK Journal 2020-09-14

Sep 14, 2020 | ,

I have updat­ed the QAV Mas­ter Spread­sheet to change the Vlookup func­tion to have an addi­tion­al para­me­ter which returns a #NA result if there is not an exact match in the lookup table.This change was thanks to Brett who spot­ted that the cur­rent Vlookup for­mu­la was…

TK Journal 2020-09-07

Sep 9, 2020 | ,

TK’s check­list from 2020-09-07 Note from Cameron: Tony sent me this list on 7/9 and I haven’t had a chance to proof them yet, so I’m post­ing them up here before they get too old. Please do your own num­bers. I’m doing my own down­load today. I insert­ed Ova­to (OVT) to…

QAV S03E39 — THE HIGHEST PEAK

Sep 8, 2020 | ,

Tony refines what he means by “the high­est peak”; Steve Mabb explains his recent 3PTL exper­i­ment; how Tony would invest an influx of cash; sell­ing GEAR and buy­ing ECX; and run­ning through TK’s jour­nal entries for the week. In over­time we dis­cuss Japan­ese knives, David Lee Roth, Char­lie Brown, Kill Bill and oth­er stuff unre­lat­ed to invest­ing.

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