QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

TK Journal 2020-06-11

Jun 11, 2020 | ,

I watched our record­ing of using the QAV Mas­ter­sheet and saw a bug. When I copied in the down­load data, I copied in all rows, but I should have copied in the data only. This would have left the first data row as row 13. In col­umn AV, I test for the yield being greater…

TK Journal 2020-06-10

Jun 10, 2020 | ,

I set a Buy price alert in SD for Cred­it Corp (CCP) at $24.86 — Sand­fire Resources (SFR) just became a Buy after increas­ing in price above its 3PTL.

QAV S03E21 — Riding It Out

Jun 8, 2020 | ,

On this Q&A episode, TK answers ques­tions about whether stocks that have been bought in an Up trend per­form bet­ter than those bought after a break out from a Down Trend, about the rel­a­tive impor­tance of mar­ket depth for LYL, whether or not prof­it tak­ing makes any sense, how he uses the the 52 week high AFR list, HUG lines, the three point trend line for ANZ, and the log­ic of sell­ing AGD.

TK Journal 2020-06-05

Jun 5, 2020 | ,

I thought I would include this in the Jour­nal, even though it is not a buy. I had a buy price alert in SD for Mitchel Ser­vices (MSV). The share price jumped near­ly 30% yes­ter­day which trig­gered the alert, how­ev­er at the high­er price the QAV score is now only 0.07.…

QAV S03E20 — Stephen Mayne

Jun 4, 2020 | , ,

Stephen Mayne is one of Aus­trali­a’s best known and most feared share­hold­er activists. He’s also the founder of Crikey, a writer for InvestS­mart and claims to own the world’s biggest small share port­fo­lio: 500 hold­ings worth less than $30,000. He came on today to chat about cap­i­tal rais­ings and share­hold­er activism.

TK Journal 2020-06-04

Jun 4, 2020 | ,

I am adding South32 as a buy with a QAV score of 0.12 — I am also adding New Hope Cor­po­ra­tion (NHC) as a Buy (again) with a QAV score of 0.12 Both S32 and NHC were added after spot­ting them in the AFR “Days Best and Worst” per­for­mance tables.

TK Journal 2020-06-03

Jun 3, 2020 | ,

IFN is now a buy on the watch­list. Cur­rent­ly at 79.5 cents. QAV score is 0.13. This is also a takeover sit­u­a­tion, so the price may not rise from here if there is not anoth­er bid, and it may fall if the cur­rent bid­der with­draws. —- I have updat­ed the QAV Mas­ter…

TK Journal 2020-06-02

Jun 2, 2020 | ,

I have today added Maca Lim­it­ed (MLD) to the watch­list as a Buy with a QAV score of 0.13, and I have also added Lind­say Aus­tralia (LAU) to the watch­list as a Buy with a QAV score of 0.20 —- There are new ver­sions of the bible (1.1.1) and TK check­list (3.6) avail­able.…

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