Light Trades 2026-04-23
Here’s what we’re trading today.
The Happy Zone – QAV AU #916
This week we kick things off with the Iran war’s knock-on effects for oil markets, the Australian economy, and why the banks are quietly raising their bad debt buffers while the stock market ignores all of it. Plus Tony does a full Pulled Pork on Cuscal (CCL), the payments infrastructure company that’s been flying under the radar because of a dodgy GICS code, and we chat Duratec’s massive defence contract win, the Hamish Douglass tell-all, and News Corp’s dodgy share count data.
QAV Light Weekly Update — 20 April 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Market This Week (All Ordinaries) The All Ords had a decent week, up about 0.6% despite some choppy trading in the middle. It dipped again this morning but then quickly recovered....QAV Value Investing Buy List (AU) 2026-04-18
Happy Stockmarket. Here is our Australian 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. AU LIST: QAV AU Scorecard...QAV Weekly Update 2026-04-17
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Lumpy Payback — QAV AU 915
This week we dig into the chaos of Trump’s Strait of Hormuz oil blockade, and why the ASX is shrugging off the end of the world. Tony does a Pulled Pork on Perth property developer Peet (PPC) — a 130-year-old land syndicator with a Goldman Sachs-driven strategic review swirling around it — and we get a Stock Doctor data alert affecting 100+ dividend-paying stocks that every QAV investor needs to know about. After hours: Rory McIlroy at Augusta, John Candy, Otis Redding, and mangrove seeds.