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?

QAV S04E28 — Headless Chickens

by | Jul 14, 2021 | Investing Podcast, Podcast Episodes

Anoth­er long episode (1.5 hours)! We talk about our per­for­mance vs the top funds; Buffett’s ABCs; Why TK bought gold min­ers over retail­ers last week; the idea of a “sec­ond peak”; HUM’s expo­sure to Forum Finance; the per­for­mance of the 2017 Dogs; a deep dive on MML and MIL; how Rule #1 works; how TK would invest if he was 25 again; whether or not I should sell MYR; cop­per phys­i­cal vs futures; and how to spot “bad news” dur­ing report­ing.

QAV S04E27 — The Mystery of The Reducing Scores

by | Jul 8, 2021 | Investing Podcast, Podcast Episodes

This week we dis­cuss our EOFY result (48%); decide to sell VUK again; MYR and Sol­ly Lew; SOTW is GRR; the Sell price for BCN; con­trar­i­an investor Michael O’Higgins’s ‘Dogs of the Dow’ strat­e­gy; Dun­can and The Mys­tery of The Reduc­ing Scores; the Cop­per and Coal com­mod­i­ty prices; the chart for SUL; how to under­stand IMA’s mar­ket depth report; Magellan’s inten­tion to tran­si­tion its High Con­vic­tion Trust list­ed invest­ment com­pa­ny into an active exchange-trad­ed fund; would apply 3PTL to a chart giv­en the effect of a con­sol­i­da­tion like for COG; and the sell lines for banks.

QAV S04E26 — The Naked Auditor

by | Jun 29, 2021 | Interviews, Investing Podcast, Podcast Episodes

A mas­sive two hour episode (for club mem­bers) this week! We talk about Gary’s Straw­man results, a final port­fo­lio update for the FY, Tony’s SOTW (BCN), Dylan the Intern’s lat­est mod­el­ling on flat­lines, the chart for MIL, why we sold ATL, lots of ques­tions about using Sim­ple Mov­ing Aver­ages, thoughts on DSK, why Buf­fett still owns Coke, and then we fin­ish with an inter­view with club mem­ber James Oliv­er who is an audi­tor with a major account­ing firm, and talks us through what we should be watch­ing for when it comes to qual­i­fied audits.

QAV S04E25 — The Big Mac Line

by | Jun 22, 2021 | Investing Podcast, Podcast Episodes

With the ASX in free fall, we talked about ATL’s sell line, sell­ing VUK, some new stocks to hit my score­card, includ­ing CLX, NGE, VTG and SHJ, Tony’s SOTW (KSC), com­par­ing using MACD as a chart­ing tool to the 3PTL, more think­ing about how to use the new flat­line rule, how to use indi­ca­tors to pick a con­ser­v­a­tive stop loss, rou­tines for main­tain­ing a port­fo­lio, and the Wool­worths demerg­er.

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