Based on an email from one of our QAV Club members, this week Tony shares his views on the various investing tax structures. We also talk about how we’re managing the dummy portfolio. And in our QAV Club analysis section this week, we’re looking at IFN.
It’s reporting season and Tony is EXCITED. On this week’s show we talk about the cause of CRN’s sudden decline, and analyse two companies – BHP and QAN.
We are also adding quite a few additional stocks to our dummy portfolio based on Tony’s private analysis.
Tony talks about his view on the US bond market’s “inverted yield curve”, and his policy for investing before and during a market downturn.
For our club members, Tony then analyses TWO companies this week: Beach Petroleum and Bell Financial Group.
Tony talks about the Aussie economy and whether or not he thinks the value of the dollar is closely related to a coming economic collapse. We also talk about whether or not value investing is dead.
For our club members, Tony then analyses our company of the week, Coronado Coal (CRN), who does pretty well on the checklist.
Today our guest is Roger Montgomery from Montgomery Investment Management to talk about his approach to value investing and what he thinks is going on with the Australian market and economy at the moment. Lots of great insights in this one, from the economics of enough, to black swans and what happens when the fear of missing out becomes larger than the fear of loss.
For our premium subscribers, Tony then analyses our company of the week, Credit Corp Group (CCP), who does pretty well on the checklist.
The last week of Tony’s vacation, so I’m playing the analysis of small gold producer MEDUSA MINING (MML) we recorded late June. Spoiler alert: it turns out pretty well.