Wheat is a sell; FMG is a red flag; PLS results and crash; AFG results and crash; the cost of timing the market; great guns; QAN results; Pulled Pork MAH; where the money goes; beta volatility and QAV; US investors who claim their methodology returns 30% — 60% pa.
This week on the show: PRN reports great results and crashes; China’s slowdown; US bond yields; SGM results; Pulled pork WHC; new mortgage rate; TK’s thoughts on Imugene (IMU) and share placements at a significant discount.
Fitch downgrades the US, Lowe has new ideas about the RBA, NCK beats the pulled pork curse, MYR rebounds, iron ore falls (every October?), Baby Bunting pulled pork, and problems with Updater’s delisting.
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.
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!
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.