QAV 733 — Recovering

by Cameron Reilly | Aug 14, 2024 | Blog, Investing Podcast, Podcast Episodes

This week, Tony and Cam recap Tony’s Stock­o­pe­dia webi­nar, delve into the unpre­dictabil­i­ty of stock fore­cast­ing, and share quotes from ‘What Works on Wall Street’, David Waldron’s new book, and Dean Williams. They inter­view QAV lis­ten­er Con­rad on his mod­i­fi­ca­tions of QAV strate­gies and dis­cuss retail sec­tor per­for­mances, includ­ing Myer, JB HiFi, and QBE. Cam uses Chat­G­PT to try to cor­re­late Stock Doc­tor and Stock­o­pe­dia finan­cial health met­rics, and they dis­cuss China’s eco­nom­ic defla­tion. In After Hours, Tony shares updates on his horse rac­ing ven­tures, Cameron dis­cuss­es his weight loss progress, and has a film rec­om­men­da­tion, ‘Repul­sion’ by Roman Polan­s­ki, and dis­clos­es his new career as a fash­ion mod­el for Tom­my Hil­figer.

QAV 732 — Water Off A Duck’s Back

by Cameron Reilly | Aug 7, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, Tony and Cam break down recent mar­ket volatil­i­ty impact­ing ASX and glob­al indices, dis­cuss the ‘SAHM rule’ for pre­dict­ing reces­sions, and ana­lyze major stock move­ments, includ­ing the MAG 7. They dive into War­ren Buffett’s strate­gic moves with Berk­shire Hath­away and Apple shares. Tony’s ‘Pulled Pork’ seg­ment fea­tures McPherson’s Lim­it­ed (ASX: MCP). Lis­ten­er Jor­dan shares how QAV helps him keep a calm approach to mar­ket down­turns. They dis­cuss the updat­ed U.S. check­list, CCP’s report from last week, the fact we’re now in report­ing sea­son, a “What Works On Wall Street” quote and why Fortes­cue (FMG) needs new friends. After-hours con­ver­sa­tions include dis­cus­sions about Alfred Bester’s clas­sic SF nov­el ‘The Stars My Des­ti­na­tion,’ music my Amyl and the Snif­fers, the lat­est Dead­pool movie, Elon Musk’s Neu­ralink, the com­plex­i­ty of robot­ics, and Tesla’s EV strate­gies.

QAV 731 — Getting High with VIT

by Cameron Reilly | Jul 31, 2024 | Blog, Investing Podcast, Podcast Episodes

Tony and Cam break down the sharp drop in FND stock and the impact of new share­hold­ers, review Karoon mar­ket updates, and explore an activist investor’s push for a new div­i­dend strat­e­gy.

QAV 730 — Consistency Is The Key

by Cameron Reilly | Jul 24, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, we look at recent news involv­ing SGI, ATP, FGM, CVL, AX1 and a deep dive into ABB’s recent share price drop and busi­ness fun­da­men­tals. We dis­cuss lis­ten­er Con­rad’s suc­cess­ful mod­i­fi­ca­tion of the QAV invest­ment sys­tem, which led to a 31.4% return in the last year and review some advice from O’Shaugh­nessy’s ‘What Works on Wall Street’ regard­ing con­sis­ten­cy in invest­ing. The after-hours seg­ment includes dis­cus­sions on exam­ples of out­stand­ing cus­tomer ser­vice, the ben­e­fits of rur­al call cen­ters, and U.S. pol­i­tics. We also chat about Tony’s recent golf win, film reviews of ‘Stingray’ (1976) and ‘The Assas­si­na­tion Bureau’ (1969), and rec­om­mend the music of The Jim Car­roll Band and Grace Cum­mins and the Doc­tor Who site, stitch­esin­time.

QAV 729 — The Trump Bump

by Cameron Reilly | Jul 17, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, hosts Tony Kynas­ton and Cameron Reil­ly are dis­cussing a record-high in the All Ordi­nar­ies index spurred by the ‘Trump bump’, Aussie Broad­band’s sud­den dive (ABB), port­fo­lio results, more FY sur­vey results, MLX’s bump, the Ship­ping Cri­sis, thoughts about inte­grat­ing “Buy­back Yield” into the check­list, and Tony breaks down the his­to­ry and mar­ket stance of Elders Lim­it­ed (ELD) in a detailed ‘pulled pork’ seg­ment. They also explore the Apple Vision Pro’s new fea­tures and its future along­side immer­sive tech like Ocu­lus Rift, then shift to the polit­i­cal scene with dis­cus­sions on Trump’s influ­ence on glob­al con­flicts. The con­ver­sa­tions touch on AI, Elon Musk’s ven­tures like Neu­ralink and SpaceX, horse rac­ing updates, book rec­om­men­da­tions, and reviews of ‘Bet­ter Call Saul’ and Tom Cruise films.

QAV 728 — Fixing The U.S. Checklist

by Cameron Reilly | Jul 10, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, Tony Kynas­ton and Cameron Reil­ly dis­cuss the nec­es­sary improve­ments and changes to their US port­fo­lio, includ­ing updates to their buy­ing check­list and new finan­cial met­rics. Tony does a pulled pork on the U.S. com­pa­ny Willis Lease Finance Cor­po­ra­tion (WLFC). In Aus­tralian news, they delve into mar­ket news affect­ing coal and iron ore prices and cov­er some more mem­ber sur­vey results ad TK updates us on his Rich List Port­fo­lio . IN after hours, they talk about Tas­ma­ni­a’s MONA art gallery and reflect on AI’s future, draw­ing from insights by Elon Musk and Bill Gates, indoor golf sim­u­la­tors com­pared to real-life golf­ing, and their upcom­ing demo of the Apple Vision Pro, spec­u­lat­ing on tech­nol­o­gy’s impact on real-life expe­ri­ences.