I decided to exit a small historic position I had in a company called Genex Power and swap it for Capral Aluminum (CAA). The Genex Power shares were from a capital raising that Alex Hay got me stock in. This is not a major position and well below my...
I have compiled a new buy list and a watchlist. The watchlist contains the stocks with Price to Operating Cashflow < 7 but without a confirmed buy sentiment. There were 3 new additions to the Buy list this time: Autosports Group (ASG), Accent Group...
TK made the craaaaazy decision to dump our recent GRR shares and buy CAA instead. Why? You’ll find out on today’s show. I just wanted to let you know.
I downloaded a new SD filter into the QAV Master spreadsheet this morning, Thursday 22/10/20 at 9:44am, pre-market opening. I wanted to update the buy list and find a replacement for KRM for our Dummy portfolio. There were 2 stocks that I had to add to...
We picked up the news today that the CEO and a founding director of KRM resigned in early October. Even though it hasn’t quite hit its 3PTL sell price, this fits our “major negative news” category for selling, so we are selling it today out of our...
