QAV S04E33 — Rule #2

by | Aug 17, 2021 | Investing Podcast, Podcast Episodes

On this episode we talk about find­ing ASX300 stocks, CGF is the pulled pork, range trad­ing, buy­ing and sell­ing dur­ing report­ing sea­son, Rule #2, cal­cu­lat­ing port­fo­lio returns for volatile port­fo­lios, nat­ur­al gas, pal­la­di­um, nick­el and alu­mini­um stocks, tak­ing qual­i­ty of man­age­ment into con­sid­er­a­tion, the CBA off mar­ket buy back, the MXI 5:1 con­sol­i­da­tion, sell lines for stocks going ex-div­i­dend and our TV, movie and music rec­om­men­da­tions!

QAV S04E32 — The Big Rotation

by | Aug 10, 2021 | Investing Podcast, Podcast Episodes

Today Tony is talk­ing a lot about com­mod­i­ty prices and what their decline means for our port­fo­lio. Iron ore, gold, cop­per and plat­inum are all in decline. We also talk about the “Dogs of QAV” mod­el, SKT, RIO, CBA, DSK, Super­hero’s per­for­mance issues, and explain what a “Josephine” is.

QAV S04E31 — Rule #1

by | Aug 3, 2021 | Investing Podcast, Podcast Episodes

This week we talk about why MML crashed after it announced its quar­ter­ly results. How Tony uses “Rule #1” to avoid los­ing mon­ey. Lots of inter­est­ing things going on with oil at the moment. How merg­ers and acqui­si­tions can be a sig­nal of late mar­ket cycle behav­iour. Why FMG’s huge div­i­dend pay­out is a sig­nal of things chang­ing with the com­pa­ny. RIO’s results in Stock Doc­tor. How Tony updates his score­card in the ear­ly stages of report­ing sea­son. His pulled pork this week is CCV. How to cal­cu­late the per­for­mance of a port­fo­lio with a lot of cap­i­tal in and out flows. And the idea of adding ROE>20% as an item to the check­list.

QAV S04E30 — TKOA

by | Jul 27, 2021 | Investing Podcast, Podcast Episodes

This week we talk about MIL’s “Empha­sis of Mat­ter”, MXI’s trad­ing halt, MTO’s sell line, MML’s sell line, ABA’s buy line, WWG’s QAV score, invest­ing in QAV to build up a deposit for a prop­er­ty, Tony’s pulled pork is HZN, CBA’s sell line, MQG’s sell line, the oil price’s sell line, ANZ’s sell line, tail­winds, using EV/EBITDA, XRO’s sell line, how Tony defines an uptick, and our guest today (club edi­tion only) is Ali­son Har­ring­ton, Bris­bane Con­venor and Edu­ca­tion Offi­cer Qld for the Aus­tralian Share­hold­ers’ Asso­ci­a­tion, who talks about women in invest­ing.

QAV S04E29 — Gearing Up

by | Jul 20, 2021 | Investing Podcast, Podcast Episodes

Amend­ments to the 3PTL word­ing in the bible; how to cal­cu­late per­for­mance of a volatile port­fo­lio; cre­at­ing wealth by gear­ing a prop­er­ty; updat­ing your 3PTL alerts; the pulled pork on SUN; sell lines for banks and oth­er stocks with high QAV scores; KRM is stop­ping gold pro­duc­tion, what does that mean for investors; C6C has dropped, when do we sell?

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