QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Weekly Update 2023-09-26

Sep 26, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. It’s been anoth­er down week on the ASX and it’s “poised to edge low­er at the start” today due, in part, to the poten­tial US gov­ern­ment shut­down.   Let’s have a look at the portfolio.QAV PORTFOLIO REPORT Now that TK has giv­en…

QAV Light Weekly Update #85

Sep 25, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to our new sub­scribers! The AORD deliv­ered its “biggest week­ly loss in 13 months”, and it’s set to slip today “as CPI, US shut­down top agen­da”. For con­text, this is chart for the last twleve…

QAV #638 — Gaming The Numbers

QAV #638 — Gaming The Numbers

Sep 20, 2023 | , ,

CAGR report­ing, YAL’s PrOp­CaF, US Port­fo­lio, SGM mar­ket update, Lithi­um a Sell for PLS, Viva Ener­gy & Vitol, QAN trou­bles, Mort­gage rate change 6.58%, CCP now ex-div, Bris­bane catch up, Pulled Pork: WGX, bor­row­ing against a mort­gage to invest in shares, ex-div­i­­dend and Josephine sta­tus, and chart­ing our buy list.

QAV Weekly Update 2023-09-19

Sep 19, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD jumped last Fri­day – “its best ses­sion since July after bet­ter-than-expect­ed Chi­nese and US data boost­ed opti­mism about the health of the glob­al econ­o­my” – but was back down yes­ter­day, after “techs drove broad sell­ing in…

QAV Light Weekly Update #84

Sep 18, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to our new sub­scribers! This morn­ing I’m lis­ten­ing to Sil­ver­chair after read­ing this sto­ry about them in the ABC this morn­ing. Pret­ty crazy sto­ry. Who knew being famous rock stars at 15 could be…

QAV #637 — Chairman Mabb (ASA) Returns

QAV #637 — Chairman Mabb (ASA) Returns

Sep 12, 2023 | , ,

Steven Mabb, Chair­man of the Aus­tralian Share­hold­ers Asso­ci­a­tion (and QAV Club mem­ber) returns to share his thoughts on proxy votes, QANTAS, Nick Scali, EML, Vir­gin UK, FMG, REM reports, AGMs, direc­tor work­loads, audi­tors becom­ing board mem­bers, the val­ue of inde­pen­dent direc­tors, gen­der rep­re­sen­ta­tion on boards, and much more.

QAV Weekly Update 2023-09-12

Sep 12, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD has had an off-week. It might have a cold. I’ve got one and I hear it’s going around.  Let’s have a look at the portfolio.QAV PORTFOLIO REPORT As I men­tioned on yes­ter­day’s Light update, we’re hav­ing grow­ing con­cerns with…

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