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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S01E30 — Tony Looks At Growth Stocks

Don’t be shocked! On this week’s episode of QAV, Tony has some new insights into ways to analyse growth stocks using the check­list and Cameron has to pick him­self up off the floor. In our analy­sis sec­tion for pre­mi­um mem­bers, we look at FMG, Fortes­cue Met­als Group.

QAV S01E29 — Tailwinds

This week we’re answer­ing a num­ber of lis­ten­er ques­tions, includ­ing one about how much atten­tion Tony pays to “tail­winds” or macro fac­tors affect­ing an indus­try or the econ­o­my. We also talk about how Tony deals with red flags in com­pa­nies he has invest­ed in, and he…

QAV S01E28 — How To Structure A Portfolio

In this episode Tony explains how he thinks about struc­tur­ing a port­fo­lio tak­ing into con­sid­er­a­tion your appetite for risk and volatil­i­ty. In our Club episode, we also answer some lis­ten­er ques­tions about the process of buy­ing shares, how to work out the most…

QAV S01E27 — Investing Tax Structures

Based on an email from one of our QAV Club mem­bers, this week Tony shares his views on the var­i­ous invest­ing tax struc­tures. We also talk about how we’re man­ag­ing the dum­my port­fo­lio. And in our QAV Club analy­sis sec­tion this week, we’re look­ing at IFN.

QAV S01E26 — Reporting Season Frenzy!

It’s report­ing sea­son and Tony is EXCITED. On this week’s show we talk about the cause of CRN’s sud­den decline, and analyse two com­pa­nies – BHP and QAN. We are also adding quite a few addi­tion­al stocks to our dum­my port­fo­lio based on Tony’s pri­vate analy­sis.

QAV S01E25 — What to make of the US Bond Market?

Tony talks about his view on the US bond market’s “invert­ed yield curve”, and his pol­i­cy for invest­ing before and dur­ing a mar­ket down­turn. For our club mem­bers, Tony then analy­ses TWO com­pa­nies this week: Beach Petro­le­um and Bell Finan­cial Group.

QAV S01E24 — The “Good” Coal

Tony talks about the Aussie econ­o­my and whether or not he thinks the val­ue of the dol­lar is close­ly relat­ed to a com­ing eco­nom­ic col­lapse. We also talk about whether or not val­ue invest­ing is dead. For our club mem­bers, Tony then analy­ses our com­pa­ny of the week,…

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