QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV S03E24 — The Schrödinger
We start off this episode with a recap of last week’s journal entries, then answer your questions about when Tony sells a stock, how to build a portfolio from scratch, the pros and cons of different Buy and Sell order types, and which stocks are in Tony’s portfolio.
TK Journal 2020-06-24
ADH reached its buy price today. I raised a buy price alert for Western Areas (WSA) in SD today at a price of $3.039.
TK Journal 2020-06-22
I have finished buying Eclipx (ECX) and have started buying Champion Iron (CIA) for my own account. Note, that I bypassed buying shares in GGUS which was next on the watchlist. GGUS is the Betashares geared US market ETF. I did this because I already bought shares in…
TK Journal 2020-06-19
Hi Cam, I updated my Master QAV spreadsheet with a download from Stock Doctor today. Because of this, there were two new companies that hadn’t met the filter criteria before. As such, they need to be manually entered into the Manually Entered Scores tab. The companies…
QAV S03E23 — Johannes Risseeuw, Damstra
Our guest today is Johannes Risseeuw, Executive Chairman of Damstra (DTC). He talks to us about what Damstra does, what the role of an Executive Chairman involves, the capital raising process, and what Tony was like 20 years ago when they worked together at Shell.
TK Journal 2020-06-15
I heard about a dollar-cost averaging calculator that optimises for the amount to invest, compound return and fees. Some of our users who have been asking questions about this can have a play with it. Cheers, Tony
QAV S03E22 — TINA
We talk about the thinking behind some of Tony’s recent journal entries, including Eclipx (ECX), AGL, Credit Corp (CCP) and Sandfire Resources (SFR). Then we get into answering questions. Elmar asks about Michael Hill International (MHJ) and how to mathematically find out at what point the selected stock is no longer a buy. Chris asks whether or not we can use a moving average to replace the three-point trend line. Dr J asks how Tony decides when to sell a stock.
TK Journal 2020-06-14
I found another bug in the QAV Master Spreadsheet. Column CF in the QAV Data Download Tab, should have a test for Price:CF <=7. It currently tests for <=6. I found this when I was updating values for Cue Energy (CUE) which now scrapes in as a Buy at $0.10 and a…
TK Journal 2020-06-12
Hi folks, Tony actually sent me this note yesterday but I didn’t see it until now: I will start buying Eclipx (ECX) today for my own account.