by Cameron Reilly | Feb 19, 2025 | Blog, Investing Podcast, Podcast Episodes
Half year reports are playing their usual havoc on some of our stocks, as results disappoint the market. But is the market over-reacting in some cases? Tony thinks so. We’re also talking about the RBA’s decision to cut interest rates and how that affects our investing decisions. Stocks covered today include FND, AMP, CVL, PPM, and Tony’s deep dive is on FSF. He also answers a listener’s question about borrowing to buy shares. After hours includes discussions about Babylon, the ACO, racing updates and fasting.
by Cameron Reilly | Feb 17, 2025 | Blog, Weekly Scorecards
Happy Stockmarket. Here is our AU buy list for this week based on our value investing system. As always, please check our work, DYOR, consult a financial advisor before making any investing decisions. AUSTRALIAN BUY LIST QAV AU SCORECARD 2025-02-17...
by Cameron Reilly | Feb 17, 2025 | Blog, Light, Light Portfolio Results
Here’s what we’re trading today.
by Cameron Reilly | Feb 13, 2025 | Blog, News & Updates
ASX:VIT Title: Vitura Health Limited (ASX:VIT) Acquires Candor Medical – The Capital ClubImportance: 9/10Summary: Vitura Health Limited (ASX:VIT) has acquired Candor Medical, enhancing its specialty healthcare services.Impact: This acquisition is likely to...
by Cameron Reilly | Feb 12, 2025 | Blog, News & Updates
Stock News Analysis Report Generated on 2025-02-12 13:30 ASX:ABA Title: Auswide Bank (ASX:ABA) Scheme of Arrangement with MyState Effective – The Capital ClubImportance: 10/10Summary: Auswide Bank announces the legal effectiveness of the scheme of arrangement...
by Cameron Reilly | Feb 12, 2025 | Blog, Investing Podcast, Podcast Episodes
In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence of iron ore as a buy. They analyze portfolio performance, noting that long-held stocks tend to outperform, and discuss Nick Scali, Beach Energy, and Seven West Media’s earnings. Cameron unveils the ‘Reilly Indicator’, suggesting that a lack of sell signals could indicate an impending market correction. They revisit the ‘Crazy Girlfriend Rule’ for stocks that repeatedly disappoint, explore the impact of COVID lows rolling off charts, and debate when bad news stops being a red flag. The Pulled Pork segment examines Grange Resources (GRR)—a strong performer but with a looming mine closure. The episode wraps with fun discussions on horse racing, Al Pacino, and flat-pack furniture frustrations.
