QAV Blog

This episode — an analy­sis of Pep­per Mon­ey Lim­it­ed (PPM), Eme­co Hold­ings (EHL), Macmil­lan Shake­speare (MMS), and GTN. We dis­cuss share buy­backs, the impact of pri­vate equi­ty own­er­ship, the impor­tance of div­i­dend changes as buy/sell sig­nals, the use of three-point trend­lines in stock analy­sis, and the per­for­mance of the US dum­my port­fo­lio. We delve into O’Shaugh­nessy’s research on div­i­dends from “What Works on Wall Street”, Lefevre’s warn­ing about lis­ten­ing to bro­kers, and explore strate­gies for stocks under takeover offers. In After Hours — Den­nis Hop­per, Rick Rubin, Slow Hors­es and Kung Fu.

In episode 741 of QAV, Tony and Cam dis­cuss fear and greed with quotes from “Rem­i­nis­cences of a Stock Oper­a­tor”, analyse West African Resources’ (WAF) mar­ket sit­u­a­tion due to Burk­i­na Faso’s polit­i­cal cli­mate, Bank of Queens­land’s (BOQ) fran­chise strate­gies, Tony’s attempts to get Chat­G­PT to help with the Kel­ly Cri­te­ri­on, answer a ques­tion about US Dum­my Port­fo­lio Strat­e­gy, and dis­cuss insights on price-to-cash flow ratios from ‘What Works on Wall Street’ by O’Shaugh­nessy. The ‘Pulled Pork’ sec­tion fea­tures an in-depth look at Adairs (ADH) and its new strate­gic direc­tion. And, of course, After Hours.