TK Journal 2021-07-23

HI Cam, Mea Cul­pa, I stuffed up on Mil­le­ni­um Ser­vices Group (MIL) on a recent show. They have an “empha­sis of mat­ter in rela­tion to going con­cern” in the their audit report. IE, they have a qual­i­fied Audit. Thanks for pick­ing that up and I should have...

TK Journal 2021-07-08

As you’ll hear in today’s episode, Tony decid­ed yes­ter­day that we should sell VUK from the QAV port­fo­lio and replace it with MIL. VUK has dropped below its sell line again. He’ll also sell it from his port­fo­lio tomor­row, once the episode is...

TK Journal 2021-06-29

We’re replac­ing ATL with MML in the QAV Port­fo­lio. This isn’t finan­cial advice. Please make your own deci­sions. The rea­son for sell­ing ATL was that we dis­cov­ered they changed their audi­tor between the last two finan­cial reports. It had a qual­i­fied audit...
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