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Ray Dalio on BTC. Lou Simpson’s investing philosophy. The proposed TLS break-up. Selling low dividend payers. Tolerance for older data. KRMs health score. 3PTL for ADH, HLA & HVN. Tony’s view on the Iron trend line. Replacing IV1 and IV2 with PE ratios.
This week: MRC firing their CEO and the price dropped 25% – why didn’t we sell?; Lincoln fund results; ASA webinar by James Holt; WAAAX performance 20/21; CVL down 13% since we bought it; MAH groundhog; Flitman model is out; red flags for companies that might go into a trading halt; why share prices fall after they go ex dividend; how TK decides what to sell when he needs to take cash out of his portfolio; commodity stocks sell lines; sentiment for HAW, AGD, AIS; is GCY now a sell?
Selling BEN; calculating portfolio performance; stocks being removed from an index; companies with just six months of data; timing of a new 3pt upturn; share buy backs; DPS vs EPS; qualified audits; Vocus (VOC) takeover; highest QAV scores for ASX200; “GOLDEN CROSS” and “DEATH CROSS”; company notices; balancing out tax payable on portfolio gains.
Workshops; Lemmings; CBA launches BNPL service; CVL below the buy price; STOW = GCY; ZIM audit unsplatted; How Tony decided to sell a stock before the 3PTL; Should we fudge the ECX sell line; EVZ qualified audit; what metrics make up the SD IV; where Tony learnt how to draw 3PTL; gold price chart on index mundi; how the chi x works with or along side the asx.
The 2021 Buffett newsletter; Why we sold HAW & RMS; how important is negative EPS; the impact of unlisted share options; the high prices of the banking sector; Tony’s thoughts on Dividend reinvestment plans; and Tony’s thoughts on investing through high inflation or high interest rate environments such as the 1980s.
Our guest on this episode is American investor David Waldron, author of “Build Wealth With Common Stocks”, a great, new introduction to value investing.
Selling HAW. GME lawsuit. Changes to disclosure law. Stock of the week. Return on Equity as a metric. Greater portfolio allocation for higher QAV scores. Trendline buffers. Manually entered scores. BOQ / ME merger. MXI qualified audit. MQG Capital Notes 5 raise. Selling “overvalued” stocks.
The Kohler Effect. Broker Speak. ETF surge. Rudi on Value. The “Buffett indicator”. Stock of the week – BOQ. On market share buyback facilities. GDG and Pooled Development Fund (PDF). Reporting season patterns. MSV impairment announcement. Last Period Analysed column. KRM care and maintenance. VUK sell line.
This is the audio from our 4th Zoom call recorded 9 Feb 2021.