Our end of month results for January were modest. Our portfolio value actually declined by 1.86%, lead by our exposure to mining stocks. The All Ords Total Return index (XAOA) was up 0.3% in the month. Since inception (9/19), our portfolio is now up 23% versus the...
Cog Financial (COG) came out with a profit upgrade recently and after reviewing, they are now on the Buy list with a QAV score of 0.41. COG is a small company with ADT of circa $5000. I reviewed the share chart for AP Eagers (APE) following a profit guidance upgrade...
Hi Everyone, At our Melbourne dinner I was talking about the year I attended the Berkshire Hathaway annual meeting in 2015 and that reminded me to send some pics through from my trip. This is me standing in front of Warren Buffett’s house. The photo was taken by a...
I was reading this article by Tim Treadgold in the Eureka Report today and it alerted me to check on the thermal coal price in Indexmundi. Like a lot of other commodities, coal is now in a 3 point uptrend. So, I reviewed the watchlist for energy and materials...
