QAV S05E01 — Bolshie Bankers
Indonesia temporarily bans coal exports; GWR up 80% in 3 weeks; ANZ pulled pork; NTD SPP and Tony’s thoughts on SPPs in general; CBA worth a punt; iron stock update; How often to update sell alerts.
QAV S05E00 — The Cleansing
In our first episode for 2022, we’re talking about my confusion over some recent 3PTL rule changes, platinum being a buy again, what a “cleansing prospectus” is, Gary’s stellar results, some changes to the buy list, a pulled pork on CIA, CAA and aluminium, Nufarm’s cash flow, how to treat companies we’ve sold using R1, why we use operating cash flow instead of free cash flow, and whether or not CDD is a sell.
QAV S04E52 — Best Of 2021
It’s time for our last show of the year and my annual tradition of trying to pick some highlights from the last 12 months. This year I’m mostly focusing on the journey we went through with iron ore. Back in January 2021 we were talking about FMG and the stellar run it had been on, and why we weren’t going to rush into selling it, particularly when it had a very low sell line. But as the year progress, Tony started to talk more and more about watching the iron ore commodity price which, even though the CEO of FMG assured us would stay strong for a long time, started to slide in the second half of the year, prompting Tony to make some painful decisions.…
QAV S04E51 — In the Rough
In this episode we’re talking about MYR and LAU warnings, replacing GAP with GWR, CAA upgrade to guidance, Trading View commodity alerts, our stocks of the week (FEX, GMA), our best portfolio stocks for the week, the world’s second tallest building is a warning sign, and CGF’s business model.
In the Club edition, we also talk about selling and buying back into FMG instead of just holding it, MFG’s collapse and what their management might be thinking about right now, and more details on the story about Tony’s 20x return on MND back in the day.
QAV S04E50 — The Gibbonator
We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a buy, whether or not BHP is an iron ore or a copper company, Nufarm chemicals, and Magellan’s woes.
In the club edition, we also talk about platinum becoming a buy again, AJL’s qualified audit, our stocks of the week (GRR, GWR), if we should sell any stock that drops below 10% at any time, ATL’s merger news (ugh), how to trade during bull, bear and roo markets, BSL and iron ore, value price vs fair price, and CDD’s capital return. Then in after hours, it’s a lot of Beatles talk again!
QAV S04E49 — 2021 The Dumpster Fire
This episode is mostly a recap of lessons learned, highlights and lowlights of 2021. We talk about our portfolio performances (eg the QAV portfolio, and our own personal portfolios) in this difficult calendar year, Tony talks about how there seems to be a crisis every three years, and we answer a couple of questions about calculated sentiment and staying fully invested during downturns.