QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV #632- Confidence Is Up/Down!
The market’s had a rough week, MYR collapses on good results, business confidence is up while consumer confidence is down, coking coal isn’t a sell after all, pulled pork on NCK, possible changes to Rule 1, BBN’s performance, and adding buybacks to the checklist.
QAV Weekly Update 2023-08-08
Hello QAVvers It’s another Tuesday. The AORD has had a down week. Let’s have a look at the portfolio. QAV PORTFOLIO REPORT INCEPTION REPORT We’re still outperforming the STW by ~2.5 times since inception (02/09/2019). You can always check out the live version of the…
QAV Light Weekly Update #78
Hello QAV Light Brigade It’s Monday and this is my weekly report. Welcome to our new subscribers! Well the AORD’s recent good run finally came to an end last week, and the AFR is predicting a rough start to this week. As it’s the start of the month,…
QAV #631 — Goodbye, Mr Bond
This week we’re talking about what the CCP and TRS share price movements mean for the economy, the wheat price, the ‘year of the bond’, the difference between ETFs and LICs, and we have our interview with listener Brent Sweeney who recently attended the Berkshire Hathaway AGM in Omaha, Nebraska!
QAV Weekly Update 2023-08-01
Hello QAVvers It’s another Tuesday. The AORD is still up for the week, despite another major dip day. Let’s have a look at the portfolio. QAV PORTFOLIO REPORT INCEPTION REPORT We’re still outperforming the STW by ~2.5 times since inception (02/09/2019). You can…
QAV Light Weekly Update #77
Hello QAV Light Brigade It’s Monday and this is my weekly report. Welcome to our new subscribers! Despite another nasty dip, the AORD finished up again for the week. SELLS 1. RSG RSG is a 3PTL sell today. They…
Why Kina Securities (KSL) Is High On Our Buy List This Week
In today’s spotlight is an old favourite, Kina Securities, otherwise known as KSL. This stock has re-emerged on the buy list recently after going through a 3‑point turn across the buy line. KSL is not new to the market, but it’s worth revisiting. For those not…
QAV #630 — The Dead Zone
This week in the Club edition we’re talking about movements in Gold and Lithium prices, why Super Funds suck, why the ASX is in a “dead zone”, the big week of company reporting coming up, our Stockopedia trial, a pulled pork on KSL, URW selling down US malls, RIO in recycling push, technical indicators, and what TK thinks about companies with lots of shares held in escrow.
QAV Weekly Update 2023-07-25
Hello QAVvers It’s another Tuesday. The AORD is still up for the week, but not by much after Thursday’s drop. Still haven’t had anything to sell from the DP, although I did let go a parcel of PLS from one of the Light portfolios this morning, as it was a Rule 1. Of…