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Another long episode (1.5 hours)! We talk about our performance vs the top funds; Buffett’s ABCs; Why TK bought gold miners over retailers last week; the idea of a “second peak”; HUM’s exposure to Forum Finance; the performance of the 2017 Dogs; a deep dive on MML and MIL; how Rule #1 works; how TK would invest if he was 25 again; whether or not I should sell MYR; copper physical vs futures; and how to spot “bad news” during reporting.
This week we discuss our EOFY result (48%); decide to sell VUK again; MYR and Solly Lew; SOTW is GRR; the Sell price for BCN; contrarian investor Michael O’Higgins’s ‘Dogs of the Dow’ strategy; Duncan and The Mystery of The Reducing Scores; the Copper and Coal commodity prices; the chart for SUL; how to understand IMA’s market depth report; Magellan’s intention to transition its High Conviction Trust listed investment company into an active exchange-traded fund; would apply 3PTL to a chart given the effect of a consolidation like for COG; and the sell lines for banks.
A massive two hour episode (for club members) this week! We talk about Gary’s Strawman results, a final portfolio update for the FY, Tony’s SOTW (BCN), Dylan the Intern’s latest modelling on flatlines, the chart for MIL, why we sold ATL, lots of questions about using Simple Moving Averages, thoughts on DSK, why Buffett still owns Coke, and then we finish with an interview with club member James Oliver who is an auditor with a major accounting firm, and talks us through what we should be watching for when it comes to qualified audits.
With the ASX in free fall, we talked about ATL’s sell line, selling VUK, some new stocks to hit my scorecard, including CLX, NGE, VTG and SHJ, Tony’s SOTW (KSC), comparing using MACD as a charting tool to the 3PTL, more thinking about how to use the new flatline rule, how to use indicators to pick a conservative stop loss, routines for maintaining a portfolio, and the Woolworths demerger.
We debate the 3PTLs for ATL and AGD, talk about the recent jumps in price for AIS and CGS, the ANZ price, the lag in dividend payments, the results of Tony’s recent analysis of the performance of dividend stocks in the QAV portfolio, why fudge is science, the poultry price on indexmundi, how to manually replace the SD financial health rating, some formula changes to the the TK Master Spreadsheet, and whether or not the GCY announcement of higher costs is a big enough red flag to make Tony want to sell.
We chat with James Holt, Director, Investment Solutions at Perpetual, then get into news and Q&A. This week Tony answers your questions about how companies set their share price for a float, the application of Rule #1 vs. waiting for the sell line, shares that don’t seem to register any trade movements, how to build a QAV portfolio more weighted to dividend paying stocks, whether or not to eliminate existing holdings in ETFs from a QAV portfolio, and whether Tony has ever looked at a chart and thought I’m not buying that even though the numbers are good.
This week we’re talking about why we sold MRC and bought ATL; FMG is down and Tony’s current thinking about commodity 3PTLs; why we’re taking ETFs and LICs out of QAV; late stage market behaviour; SOTW; why we allow stocks in the scorecard with a quality score below 75%; why HUM is on the scorecard; if Myer is a Schrodinger; Ray Dalio’s thoughts on the stage of the market and how it applies to QAV; if it’s too late to buy into AIS; and why the score for “PE
In the first half of this episode we’re joined by Navarre Trousselot & Thom Benny from Navexa, an online portfolio platform, who tell us a bit about the vision for their product and what they’ve seen investors doing lately. Then we talk about minimising brokerage fees, building a portfolio with lump sums, the 3PTL on VDGR, Tony’s latest thinking about commodity sell lines, how to deal with stocks that cross their sell line but are also at the top of the scorecard, and what’s going on with iron ore producers.