by Cameron Reilly | Feb 22, 2023 | Blog, Investing Podcast, Podcast Episodes
Market and portfolio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew Forrest is insane in the membrane; Charlie is 99 and still doing LIVE Q&A for Daily Journal; Gurufocus v Stock Doctor data; AMP Results; WHC results; CGF — Annuities benefitting from Higher interest rates; QBE results; BNPL likely to be regulated as credit; Pulled pork RRL; How does TK plan to live off his portfolio; topping up when you’ve missed your Rule 1.
by Cameron Reilly | Feb 15, 2023 | Blog, Investing Podcast, Podcast Episodes
Portfolio updates; Market’s had a rough week; Thermal Coal Sell line; CDM shouldn’t be on the buy list; Yields rose as Lowe, traders lunched; RBA raises rates; Seven in potential merger with HT&E; Elon Musk sat with Rupert Murdoch at the Superbowl; Pulled Pork is FBU; U.S. v AUS short-term capital gains; why TK holds FHE; what criteria Tony follows to justify adding to an existing position; Where we are currently in terms of Dow Theory; MEA buyback announcement
by Cameron Reilly | Feb 8, 2023 | Blog, Investing Podcast, Podcast Episodes
Portfolio Updates, commodity updates , NCM takeover, WHC coal breakdown, RBA to lift rates, the FOMO rally, Pulled Pork on NCK, R1 trigger on commodities, a tighter sell line for MYR, What time of day does TK buy and sell, fudging AMP’s sell line, penny stocks and Rule 1, WDS commodity breakdown, and After Hours (which you don’t have to listen to if you don’t want to!).
by Cameron Reilly | Feb 1, 2023 | Blog, Investing Podcast, Podcast Episodes
Dummy Portfolio slipped a bit thanks to coal; Chanticleer and the Chook Super Fund; FMG result; ADANI and activist investors; pulled pork on CMM
by Cameron Reilly | Jan 25, 2023 | Blog, Investing Podcast, Podcast Episodes
Portfolio updates; Feedback on Fees; RIP David Hains; Member results; retailers results due to inflation; Pulled Pork SEQ; Is NGI a LIC; using your own rate of interest; Ethical Investing; When to sell; Increasing Investing.
by Cameron Reilly | Jan 18, 2023 | Blog, Interviews, Investing Podcast, Podcast Episodes
Updates on commodities and our portfolios; Collins St Value Fund performance vs the DP; FMG has 2 finance departures; Mortgage rate survey now 6.5%; Magic Millions horse sales setting new record; QAVvers and fees saved; confession season; the lithium lovers are alive and kicking; using a home loan redraw; Terracom’s (TER) involvement in the investigation into potential fraud; CRN CEO’s retirement; Is TK fully invested? Pulled Pork this week is Seven West Media (SWM).