ALL Seasons

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S03E18 – St Anthony

Today “St Anthony” answers your questions, reveals the true cost of sending kids to private school, and explains how he approaches raising a wealthy child.

S03E17 – Michael Dee, Pythagoras

Our guest this week is Michael Dee from Pythagoras Investing – His tool “predicts the timing of upcoming share events and their positive or negative price effects.”

S03E16 – The Data Hoarder

This week we have a 100 minute premium episode answering all of your excellent questions about subjects such as:
– banks and sentiment
– AQG / SSR merger
– Stanmore Coal acquisition offer
– Buying more when the price drops below the buy line
– Using a 5 yr/weekly chart to help fine tune your trend lines
– using the checklist to score LICs
– holding back on the retail sector
– thoughts about oil glut and prices affecting Oil/Coal companies 
– During times of volatility (like GFC or dot com bust) did Tony notice a similar increase in buy/sell? 
– How Tony stages his entry into a position
– How he regression test the results/model
– The buy line for OSH
– SFC sell price and recent update on their financials
– How does Tony decides what percentage of his capital to invest when he BUY stocks such as MQG
– How to analyse the TGP graph
– Why the TRS, WPL and MQG charts are different
– and Tony also introduces his new magic 3PTL maths.

S03E15 – Nicholas Gruen on MMT

Nicholas Gruen is an economist, entrepreneur and commentator. He is CEO of Lateral Economics. He spoke to us recently about Modern Monetary Theory and the short-term future of the Australian economy.

S03E14 – Stock Detectives

Tony talks about some of his recent “musings” regarding bank stocks and comparing the results of his analysis of using Stock Doctor filters versus our three-point trend lines. Then we talk about his reasons for our recent portfolio buys and sells.

S03E13 – Alex Hay from EL&C Baillieu

Alex Hay is a partner at broking firm EL&C Baillieu. He has been Tony’s stock broker for 25+ years. Alex joined us recently to chat about the services firms like his provide, his relationship with Tony, and what he thinks might happen in the market over the next 6-12 months.

S03E12 – Buy Line Follows The Sell Line

We talk about the recent Berkshire Hathaway AGM, Tony “muses” about buying NAB without waiting for positive sentiment (shock! horror!), discusses some new theories about using Stock Doctor filters, and then he answers a ton of your questions about – pyramiding – whether or not Tony ever sets a margin where he always cashes in the profit – how to calculate  the intrinsic value of each of the top 20 stocks – and a heap of questions about drawing three-point trend lines.

S03E11 – Sydney Superinvestors

We’re joined by two young value investors, Jackson Lee and Ricky Yeo from the Sydney Superinvestors meetup, who talk about how they manage their portfolios and what they consider to be their hot tips of good value stocks.

S03E10 – Play By The Rules

Today we answer your questions about why we’re buying back into the market even though Tony has doubts over the recovery – how we account for the quality of management in our analysis – how much attention Tony pays to volume of shares traded – Stock Doctor’s “Price to Cashflow” and “Price to NTA” filters – how to calculate three-point trend line sell signals – how the checklist weights ‘quality’ vs ‘value’ metrics – how patient Tony is with a stock if it drops soon after he buys it (versus “you breach you gone”) – Stock Doctor’s diluted weighted no. of ordinary shares vs ‘Fully Paid Ord. Shares’ – HAW’s future cash flow – Milton Corporation’s conference call – and how to go about setting up a brand new portfolio.

S03E09 – Chris Tate

Chris Tate from Talking Trading and The Trading Game joins us today to talk about his approach to investing, futures trading and turtle trading. Then we answer some listener questions about whether or not the market has priced in the coming economic carnage.

S03E08 – The Family Jewels

How are Australia’s two million small businesses coping with the lockdown? Is the government stimulus helping? What will happen to them on the other side of the crisis? To help us get our heads around these questions, we’re joined today by Kane Kelfkens, owner of The Family Jewels, a jewellery business with several outlets in Sydney.

Then we answer some of your investing questions, about dollar cost averaging, the possibility of a US currency devaluation, the best sources to find stocks, and whether or not Tony sells his entire holding or just a part of it when it breaches the downwards three-point trend line.

S03E07 – Beliefonomics

Mark Jones is an old friend of Cameron’s, CEO of Sydney PR and marketing firm Filtered Media, and author of the new book about corporate storytelling, “Beliefonomics”. Tony and Cameron caught up with him in Sydney recently for a chat.

S03E06 – Listen To The Numbers (revised)

Tony walks us through his decision to buy some STO shares last week (as per the email we sent to QAV Club members on Friday).
Tony then answers some member questions about Stanmore Coal, how listed investment vehicles lend themselves to QAV analysis, the KMT rights issue, and Roger Montgomery’s recent article.

S03E04 – The Five Stages Of Grief

Tony thinks the market is going through the “five stages of grief” and we debate which stage we are up to. He also talks about the “Coppock Curve” which suggests markets, like people, go through periods of mourning. Then we answer some of your questions about: the best way to set up a profile to trade, comparing full-service brokers to low-cost DIY options, how to treat companies with negative “net income “, what Tony thinks about Discounted Cash Flow calculations, his thoughts on the possibility of inflation in the next few years, whether or not he ever uses options, whether or not found he has found any companies with good scores lately, and what he thinks about Kathmandu

S03E02 – Sit On ‘Em

Back to answering your questions today, including topics about leveraging your portfolio, replacing Stock Doctor with another data source, banning short-selling, investing in REITs, how to prioritise the watch list, and just generally when to buy back in. Tony’s basic approach right now is to “wash your hands – and then sit on ’em.”

S03E01 – Intro To QAV

As it’s been a year since we recorded our “introduction to QAV” episodes, a couple of our listeners suggested it would be a good idea to re-record them, now that we’re much smoother on the mic. So we present – QAV Reboot. We introduce ourselves and the QAV system of investing in shares.

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