QAV S05E19 — Outfoxed

by | May 18, 2022 | Blog, Investing Podcast, Podcast Episodes

We’ve been banned from talk­ing about cryp­to and fund man­agers; Mark’s check­list for the check­list; kids and invest­ing; com­mod­i­ty update; port­fo­lio update; are we counter cycli­cal; new results in SD for ECX and NAB and PDL; CGT plan­ning; top 3 LICs; S32 update; Renko charts; set­ting Josephine alerts; pulled pork on PTL; stocks and high inter­est rates; defin­ing “inde­pen­dent direc­tor”; how quick­ly to buy after a sell; the dif­fer­ence between a Josephine ver­sus a falling knife; gold USD v AUD; the ACL chart; oper­at­ing cash­flows and lease pay­ments.

QAV S05E18 — Blood On The Streets

by | May 11, 2022 | Blog, Investing Podcast, Podcast Episodes

There’s blood on the streets! We intro­duce the under­ly­ing com­mod­i­ty Josephine rule, MML is now X64, alu­mini­um is a sell, iron ore sell fudge, RBA lifts inter­est rates, Rule 1 price for pen­ny stocks, pulled pork on PDL, what is a “Cash set­tled total return swap”, invest­ing dur­ing inter­est rate ris­es, Alu­mi­na v Alu­mini­um, Rule #1 alerts when you’ve bought a par­tic­u­lar stock in a few dif­fer­ent tranch­es, GMA and the Impact of ris­ing inter­est rates, when to fac­tor a div­i­dend back into the price.

QAV S05E16 — Chairman Mabb

by | Apr 27, 2022 | Blog, Interviews, Investing Podcast, Podcast Episodes

We are joined by guest Steven Mabb, Chair­man of the Aus­tralian Share­hold­ers Asso­ci­a­tion, to talk about the impor­tance (or not) of vot­ing in AGMs and how the ASA can help. Lat­er we talk about: BRK AGM this week­end, China’s lock­down, Netflix’s stock price, PGL on our buy list, the Solomons and Chi­na, the BHP/WPL de-merg­er, over-expo­sure to min­ing and Chi­na, what to do with stocks that go nowhere, why TK prefers a LIC instead of a ETF in case of emer­gency, the impor­tance of EPS growth, the dif­fer­ences between ROIC and ROE, and AMP’s ‘qual­i­fied opin­ion’.

QAV S05E15 — When You Predict

by | Apr 20, 2022 | Blog, Investing Podcast, Podcast Episodes

After­pay loss­es explode; nat­ur­al gas prices at 13-year high; Stocks of the week; Port­fo­lio update; sell­ing SFC; Yield curve has right­ed itself; BRK has invest­ed $22bn in pur­chas­es this year; PRU pulled pork; where to find board own­er­ship if no SD; for­eign con­nec­tions to a non-demo­c­ra­t­ic coun­try; How does TK deter­mine num­ber of stocks he owns?; the impact the Fed­er­al and State Govt schemes on GMA; buy­ing stocks with a small spread between the buy & sell 3PTL; dig­i­tal secu­ri­ty mea­sures for pro­tect­ing our port­fo­lio’s in a Self­Wealth sce­nario.

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