QAV Blog
Investing insights, podcast episodes, and market analysis.
TK Journal 2020-08-24
NOTE: Cameron hasn’t checked all of these yet, so proceed with caution. Vita Life Sciences (VLS) has just reported in SD and is now a buy with a QAV score of 0.13. Note, that I had to add them to the manually entered scores page as they hadn’t downloaded before.…
TK Journal 2020-08-21
NOTE: Cameron hasn’t checked all of these yet, so proceed with caution. I’m not sure if we have covered Shriro Holdings (SHM) before, but they are now coming up as a buy with a QAV score of 0.34.…
QAV S03E36 — MICHAEL GOLDBERG, COLLINS ST VALUE FUND
Michael Goldberg, one of the principals and founders of Collins St Value Fund, was kind enough to talk to us for 90 minutes yesterday about how CSVF became one of the best performing funds in Australia, achieving a 13.5 percent return in 2019–20 compared with the ASX 200 Index which was down 7.7 percent.
TK Journal 2020-08-20
Copper Mountain Mining Corporation (C6C) has become a buy with a QAV score of 0.16. I want to point out that the shares are thinly traded with an average daily transaction value of < $2k and won’t suit most investors. (CR note: I’m only getting a score of…
TK Journal 2020-08-19
Beach Energy (BPT) has reported it’s annual results and remains a buy with a QAV score of 0.17 Update from Tony 2020-08-20: I had scored a 2 for record low pe, but now see that it is the 2nd lowest. Changing that from a 2 to a 0 reduces the QAV score from 0.17 to…
TK Journal 2020-08-18
A new version of Tony’s checklist with this week’s data download is now available. _______________________________________________________________________________________________________ Enero Group (EGG) is now at Buy on the 18/8/20 at $1.665 with a QAV score of…
QAV S03E35 — BALLS OF STEEL
Questions this week about NWS; Buffett buying into Barrick Gold; what a stapled security is; what Tony’s worst returning year was; whether or not we can invest in Apollo (ATL) again; and Tony’s general process during the reporting period.
TK Journal 2020-08-17
Enero Group (EGG) have reported their results in SD and I have raised a price alert on them as a buy > $1.65.
TK Journal 2020-08-15
I reported Newscorp as a buy recently, however, due to some good work on the QAV Facebook group, I discovered that there was an error in the SD filter download file which had a strange number in the number of shares outstanding column. This was rectified on subsequent…