QAV S05E34 — The Qaverick

by | Aug 31, 2022 | Blog, Investing Podcast, Podcast Episodes

Time to check your 3PTL alerts; spare a thought for poor Andrew For­rest; NCK’s results; Ophir fund per­for­mance; Port­fo­lio updates; Rever­sal of for­tune for BPT, back on the buy list; Some old friends return to the buy list — SUL, BFG and WHC; SGM is a scrap met­al recy­cler tied to the iron ore price; TK mis­tak­en­ly bought KAR and VEA; he also bought NWS but prob­a­bly shouldn’t have; Pulled Pork is ABA; PTB enters into scheme imple­men­ta­tion deed; JHG price/op cash­flow; the out­look for REITs; banks and ‘Price to Op cash­flow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any bet­ter or worse luck on stocks he’s repur­chased after mak­ing a loss; sell line for EHL; who is our Qav­er­ick of the Week?

QAV S05E32 — QAV A Good Week

by | Aug 17, 2022 | Blog, Investing Podcast, Podcast Episodes

On this episode: Signs of Com­ing Eco­nom­ic Hor­ror, gold is a sell, CGF pun­ished, port­fo­lio update, mort­gage rates update, report­ing sea­son updates, nick­el close to a buy, BPT miss­es guid­ance, Pulled pork on SDG, OGC delist­ing, SKT pulls out of Media Works, fil­ter­ing the list for div­i­dends.

QAV S05E29 — Let’s Get Physical

by | Jul 27, 2022 | Blog, Investing Podcast, Podcast Episodes

We farewell a QAV mem­ber; gold is a sell; iron ore is close; pump and dumpers duped mil­lions out of Aussie investors; BPT results; Buffett’s casi­no anal­o­gy; prof­it tak­ing dri­ving up infla­tion; Dun­can on asset wash­ing; pulled pork on ACL; using the 3PTL on ETFs; has TK done bet­ter out of min­ing or indus­tri­al stocks; how and why of the Aver­age Dai­ly Trade rule.

Secret Link