QAV S04E48 — Get Back Omicron

by | Dec 1, 2021 | Blog, Investing Podcast, Podcast Episodes

This week we talk about the market’s reac­tion to Omi­cron, the new AF work­sheet, builders col­laps­ing, Howard Mark’s lat­est memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the cur­rent mar­ket and wait for things to improve.

In the club edi­tion, we also talk about why we’re not buy­ing into ETFs and LICs, what TK thinks about swap­ping win­ners for some­thing that is on the buy list, and if we should sell any share that has a 10% drop at any time, regard­less of buy price.

And, of course, The Bea­t­les.

QAV S04E47 — Xi Is Listening

by | Nov 25, 2021 | Blog, Investing Podcast, Podcast Episodes

This week: miss­ing the SUN sell; New Bret­ta­la­tor ver­sion; keep­ing an eye on the sell lines for the stocks of the week; the three fin­gers of the econ­o­my; the MQG SPP; the WAF SPP; Top 3 Dum­my Port­fo­lio stocks for the week; NAB is removed from the Buy list; SA enquiry into Kan­ga­roo Island port; CCP and STO fessed up to Job Keep­er; BPT CEO resigns sud­den­ly; Why did FMG rise when Iron Ore dropped; GAP price drop after fore­cast­ing a loss for the half; Stocks Of The Week — ATP & SUL.

In the Club: is it best to buy from the top of the list or with new entries; the psy­chol­o­gy of buy­ing shares at all time highs; and avoid­ing get­ting lost in the micro weeds.

QAV S04E46 — The Three Fingers

by | Nov 16, 2021 | Blog, Investing Podcast, Podcast Episodes

This week: miss­ing the SUN sell; New Bret­ta­la­tor ver­sion; keep­ing an eye on the sell lines for the stocks of the week; the three fin­gers of the econ­o­my; the MQG SPP; the WAF SPP; Top 3 Dum­my Port­fo­lio stocks for the week; NAB is removed from the Buy list; SA enquiry into Kan­ga­roo Island port; CCP and STO fessed up to Job Keep­er; BPT CEO resigns sud­den­ly; Why did FMG rise when Iron Ore dropped; GAP price drop after fore­cast­ing a loss for the half; Stocks Of The Week — ATP & SUL.

In the Club: is it best to buy from the top of the list or with new entries; the psy­chol­o­gy of buy­ing shares at all time highs; and avoid­ing get­ting lost in the micro weeds.

QAV S04E45 — Jiggery Pokery

by | Nov 10, 2021 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about our top three stocks from last week (PRU, BFG, CVL), SHJ (the qui­et sleep­er), why you shouldn’t inno­vate until you’re a QAV black belt, why we should NOT fil­ter Price-to-Oper­at­ing Cash Flow 7 (whoops), and why Rule #1 is impor­tant. In the Club edi­tion, we talk about the stocks of the week (WGX, ABA), the failed GCY acqui­si­tion (by WGX), the mis­takes Tony heard on anoth­er invest­ing pod­cast, whether or not direc­tors tak­ing large posi­tions in their own com­pa­ny deserves extra cred­it, the weird CBA sell line, MAD’s weird share cap­i­tal num­bers, IHVV’s returns, the MQG SPP, Tony’s expe­ri­ence with LIC returns, and how much real estate is enough.

QAV S04E44 — Quo Vadis

by | Nov 3, 2021 | Blog, Investing Podcast, Podcast Episodes

This week we’re con­grat­u­lat­ing Brett and Rowan on their per­for­mance, talk­ing about KPT turn­ing into KIL, ZGL’s sud­den col­lapse, new ANZ num­bers, the iron ore chart fudge, our top three per­form­ing stocks from last week, Tony’s stock tips of the week (IMA and AMI), whether we should hold for a min­i­mum of 12 weeks, GCY’s PE his­to­ry, what Lev­el 5 of QAV might look like, explain­ing the flat bot­tom rule again, ‘mas­sag­ing’ the process, new bank rate, and behav­iour­al shifts for becom­ing bet­ter investors.

QAV S04E43 — Candlestick Queen

by | Oct 26, 2021 | Blog, Interviews, Investing Podcast, Podcast Episodes

This week we fea­ture an inter­view with Louise Bed­ford, aka Can­dle­stick Queen, author and Founder of Talk­ing Trad­ing. We chat with Louise about why there aren’t more women in invest­ing, how to use can­dle­sticks, and what it takes to be a long-term suc­cess­ful investor.

In our club edi­tion, we also talk about the three top per­form­ing stocks in our port­fo­lio last week, talk more about mar­ket open prices and after hour trades, EWC’s qual­i­fied audit, the pulled pork is ECX, AIS and mine life, why Navexa reports we didn’t sell some old stocks quick­ly enough, AZJ’s sell line and acqui­si­tion news, Tony’s cur­rent views on AMP, and how much of Tony’s port­fo­lio was sold off dur­ing the COVID cough.

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