Listener Conrad picked up another error in TK’s master checklist: “On the TK Master Spreadsheet I noticed column AN was working similar to the columns Tony recently updated (CB and AU).Currently column AN “Is IV2>2* Share price?” will...
I noticed today that Prime Media group (PRT) has crossed its Sell line, so it is removed from the scorecard. Clearview Wealth (CVW) is now below its Sell price and so is also removed from the scorecard. I think it is a Shrodinger, as it is also above its Buy Price....
Hi everyone, Two things to report today. 1. I have made adjustments to two of the columns in the Master Spreadsheet (TK version) to fix the error that Andrew picked up with the calculation of the score for “PE<Yield” (which will...
Hi everyone, I’m calling time on Beach Energy (BPT) and removing it from the Top Scorers’ List. I am using a fudged sell line as the low points give a much lower exit price around 55 cents. The lowest point will roll off in 3 months, so I think it is fair to...
Hi everyone,Following on from a couple of past questions about whether QAV was useful for analysing ETF’s, I have undertaken some analysis and have decided to exclude ETF’s, LIC’s and Managed Funds from the QAV process. I do this for 2 reasons. Firstly, the...
Hi everyone, I’m going to fudge the Sell Line for MRC and sell it from the QAV portfolio. It has two low points at 10.5 cents per share, but I am going to ignore the first one and fudge a sell line using the second 10.5 cents point as the first low point. Here is...
