This week we chat with Chris Stott, Chief Investment Officer at 1851 Capital and then get into our regular show, where we discuss the MRC collapse, the CAA takeover bid, Geoff Wilson’s LIC strategy, our SOTW (DSK), if MYR is close to a sell, DKM dropping off the buy list, directors transactions, IV2 challenger strategy, why research firms suspend coverage on stocks, using (ATR) average true range multiples to set trailing stops, current US valuations, and whether or not TRS as a recent positive upturn.
Regression testing with Dylan the intern; “A Quantitative Approach to Tactical Asset Allocation”; SOTW: MXI; Tony’s thoughts on investing in a NASDAQ 100 ETF; should keep our AGD shares; Why did TK skip past MYR on the buy list; capital raising only to institutional investors; How AGMs fit into Tony’s investment strategy; looking at a Depth of a share chart; postponing a decision to buy a share based on the AFR headlines; a checklist for reporting season; how the current buy list compares to other periods; QAV book club.
Ray Dalio on BTC. Lou Simpson’s investing philosophy. The proposed TLS break-up. Selling low dividend payers. Tolerance for older data. KRMs health score. 3PTL for ADH, HLA & HVN. Tony’s view on the Iron trend line. Replacing IV1 and IV2 with PE ratios.
This week: MRC firing their CEO and the price dropped 25% – why didn’t we sell?; Lincoln fund results; ASA webinar by James Holt; WAAAX performance 20/21; CVL down 13% since we bought it; MAH groundhog; Flitman model is out; red flags for companies that might go into a trading halt; why share prices fall after they go ex dividend; how TK decides what to sell when he needs to take cash out of his portfolio; commodity stocks sell lines; sentiment for HAW, AGD, AIS; is GCY now a sell?
Selling BEN; calculating portfolio performance; stocks being removed from an index; companies with just six months of data; timing of a new 3pt upturn; share buy backs; DPS vs EPS; qualified audits; Vocus (VOC) takeover; highest QAV scores for ASX200; “GOLDEN CROSS” and “DEATH CROSS”; company notices; balancing out tax payable on portfolio gains.
Workshops; Lemmings; CBA launches BNPL service; CVL below the buy price; STOW = GCY; ZIM audit unsplatted; How Tony decided to sell a stock before the 3PTL; Should we fudge the ECX sell line; EVZ qualified audit; what metrics make up the SD IV; where Tony learnt how to draw 3PTL; gold price chart on index mundi; how the chi x works with or along side the asx.