by Cameron Reilly | Oct 12, 2022 | Blog, Investing Podcast, Podcast Episodes
Oil, copper and gold commodity movements, SDG bought for the DP, but it’s in rundown, Pulled pork request from Ally: BST, Interest rate changes to Master spreadsheet, dividend payments and sell lines, investment prioritization and risk tolerance, 2% capital loss/risk rule, the TGA share consolidation scenario, what is the main commodity for S32?, the coal sell line, parcel sizing.
by Cameron Reilly | Oct 5, 2022 | Blog, Investing Podcast, Podcast Episodes
Liz Truss is a genius ; COAL — if thermal is a buy, and coking is a Josephine, how do we treat YAL; I screwed up with SMR today; Portfolio updates; RBA increasing rates today; David Gottesman, Warren Buffett Partner, Dies; The market PE ratio is falling; Recession in my mind, is almost certain; All ords down 7.13% on a 1 year basis. but the Small ords is down 22.24%; Pulled Pork on: BFG; the Investment Clock; how to determine if there has been a recent positive upturn; why does TK think “Capital Goods” companies are starting to show up in droves on our list; the theory of “3PTL Sells” and dividends.
by Cameron Reilly | Sep 28, 2022 | Blog, Investing Podcast, Podcast Episodes
Fund performance; Reserve Bank money printing and inflation; Labor and Franked Dividends; Pulled Pork XTE; share market rout; portfolio update; RBA burns $50bn in QE; Viva Energy Buys back Coles Express sites; WHC announces $2bn buy back; Apollo shares jump on Jucy deal; Kudos to ABC News; Doug’s shorting experiment update; back testing around observing major triggers of a general downward trend in the market; the pros and cons of ETFs; ECX continually buying back shares and Rule #1.
by Cameron Reilly | Sep 21, 2022 | Blog, Investing Podcast, Podcast Episodes
Founder-lead businesses; dividend payment dates; Stock Doctor and updated results; keeping LICs off the buy list; Renko chart update; RBA governor under pressure; new large cap stocks; setting up a $100k DP;
GNP pulled pork; NL stands for No Liability; the benefit of taking profits.
by Cameron Reilly | Sep 14, 2022 | Blog, Investing Podcast, Podcast Episodes
Which stocks are pushing up the AORD; the making of a millionaire study; commodity changes; TER results; Pulled pork ALO; Renko charts and time frames; RRL sell line; sell lines and “not losing profits”; how TK does regression testing; would TK buy something that doesn’t have a sell line.
by Cameron Reilly | Sep 7, 2022 | Blog, Investing Podcast, Podcast Episodes
Iron Ore is a sell; Down days, up days… what about neutral days; Rule 1 and dividends; Josephine but above its 2BL; Happy birthday Warren; Taylor’s article;
Pulled Pork: SMR; SGM less impacted by the iron ore price; GRR and Renko charts; ALO, a scalable software play; moving average v 3PTL; WHC thoughts