by Cameron Reilly | Oct 12, 2021 | Investing Podcast, Podcast Episodes
This week we talk about hydrogen futures, the MOZ graph, our portfolio performance, selling MTO, our stock tip performance, Tony’s new idea to replace the 3PTL, GCY back on the buy list, CTP, IDZ’s qualified audit, mixed commodity miners, MMS, CLX, EHL.
In the Club edition, we discuss the ethics of buying coal stocks, using a 25 day moving average, the timing for 3PTL sells, Tony’s thoughts on Elliot Wave theory, Tony’s view on letting emotions impact an investing decisions and a review of ATL’s price, and Tony’s take on how inflation might affect QAV theory.
by Cameron Reilly | Oct 5, 2021 | Investing Podcast, Podcast Episodes
This week we introduce the “Gladys” graph and the “Napoleon” line. We talk about our stocks of the week (NHC, CVW), the doom and gloom in the global markets and how to use QAV to stay sane, the MYR collapse, how to calculate the sell line for SDG post-dividend, and the charts for AMI, BSE.
In the Club Edition, we also talk about when to buy back into iron ore stocks like FMG, STO sentiment and oil prices, our 4E submission to the ASA, why RIC is a “get in quick” stock, why BXB and ANN dropped quickly, investment structures if you’re living off the dividends (like TK is now), and whether Tony would consider investing in something like BBUS or BBOZ. All that and after hours!
by Cameron Reilly | Sep 29, 2021 | Investing Podcast, Podcast Episodes
This week we chat about MYR (Tony’s pulled pork), MHJ (our small cap stock of the week), live cattle futures, FMG as a challenger buy, ATL’s price increase, MWY back on the list, selling off the banks, using Sparklines and Excel’s STOCKHISTORY, discounting one-off cashflow events, getting back in to commodity sells, investing in businesses with mostly intangible assets, how to tell if Stockdoctor has the latest figures, handling tax time, and measuring Tony’s results by after-tax returns. And our guest this week is Brett Fischer, the investor of the Brettalator!
by Cameron Reilly | Sep 21, 2021 | Investing Podcast, Podcast Episodes
We chat with James Williamson, value investor, and Founder, Executive Director & Chief Investment Officer at Wentworth Williamson Management. We also talk about Brett’s new 3PTL tool, Gary’s terrific QAV-based paper returns on Strawman, MYE fatality and price drop, ZGL price update, FMG – huge drop, execs leaving in droves, CVW financials in SD, handling some tricky flatline graphs, Corporate Tax hike going to the senate in the US, S32 is a zinc miner, ATL and Camplify, MYR is profitable again, but numbers aren’t in SD yet, MWY removed because of lumber graph, SRG breached it’s Sell line, MIN – iron ore sell, why BLX fell nearly 7%, why CDM went down, why EHL and ABA aren’t on the scorecard, SMSFs and Trust Deeds, why TK bought NAB, why WAF is dropping, the sell line for ZIM, Copper price heading in the right direction, and After Hours!
by Cameron Reilly | Sep 15, 2021 | Investing Podcast, Podcast Episodes
This week on QAV we talk about Bloody Thursday, James’ great QAV results, how Navexa calculates portfolio returns, Buffett’s global market indicator, CVW hiring investment bankers, CCV’s new QAV score, audit reports still coming out, ATL’s audit, lobbying ASIC about 4E statements, Josephines being due to dividend drops, Munger’s “always invert” lesson, Tony’s pulled pork is AIS, James asks about modifying the QAV process for commodities, Steve asks about WMC’s audit, Dave asks about running multiple portfolios, Edward asks about inflation, and Mark asks about how Tony picks large cap stocks. Plus After Hours!
by Cameron Reilly | Sep 7, 2021 | Investing Podcast, Podcast Episodes
Tony reports on his recent analysis on companies that go from a negative cashflow to a positive cashflow; Tony has been trying to find a place where a qualified audit is recorded that makes them easier to find than having to scroll through the annual report; GLE’s results are out and their shares are up; Speaking of scorecards, we’re publishing our first official scorecard since getting our AFSL this week! ; Our portfolio just passed the two year anniversary and is looking good; Tony’s pulled pork this week is CVW, Clearview Wealth; and we talk about ASG, MXI, VRS, commodity stocks, VUK, HUM, CKF and CAR.
