All Australian Episodes

Rupert’s retire­ment, YAL PROPCAF update, port­fo­lio report, pulled pork on KAR, using 3PTL with the ASX.

CAGR report­ing, YAL’s PrOp­CaF, US Port­fo­lio, SGM mar­ket update, Lithi­um a Sell for PLS, Viva Ener­gy & Vitol, QAN trou­bles, Mort­gage rate change 6.58%, CCP now ex-div, Bris­bane catch up, Pulled Pork: WGX, bor­row­ing against a mort­gage to invest in shares, ex-div­i­­dend and Josephine sta­tus, and chart­ing our buy list.

Steven Mabb, Chair­man of the Aus­tralian Share­hold­ers Asso­ci­a­tion (and QAV Club mem­ber) returns to share his thoughts on proxy votes, QANTAS, Nick Scali, EML, Vir­gin UK, FMG, REM reports, AGMs, direc­tor work­loads, audi­tors becom­ing board mem­bers, the val­ue of inde­pen­dent direc­tors, gen­der rep­re­sen­ta­tion on boards, and much more.

Com­mod­i­ty Updates, WSI crash, Aus­tralia spooks glob­al LNG mar­kets, Buf­fett says he could make 50% return per year, FMG CFO quits, QAN in a bit of a pick­le, Pulled pork on AIZ, are the sins of a for­mer CEO car­ried for­ward, and an update from Tony on the use of RENKO charts.

Wheat is a sell; FMG is a red flag; PLS results and crash; AFG results and crash; the cost of tim­ing the mar­ket; great guns; QAN results; Pulled Pork MAH; where the mon­ey goes; beta volatil­i­ty and QAV; US investors who claim their method­ol­o­gy returns 30% — 60% pa.

This week on the show: PRN reports great results and crash­es; China’s slow­down; US bond yields; SGM results; Pulled pork WHC; new mort­gage rate; TK’s thoughts on Imu­gene (IMU) and share place­ments at a sig­nif­i­cant dis­count.

Fitch down­grades the US, Lowe has new ideas about the RBA, NCK beats the pulled pork curse, MYR rebounds, iron ore falls (every Octo­ber?), Baby Bunting pulled pork, and prob­lems with Updater’s delist­ing.

The market’s had a rough week, MYR col­laps­es on good results, busi­ness con­fi­dence is up while con­sumer con­fi­dence is down, cok­ing coal isn’t a sell after all, pulled pork on NCK, pos­si­ble changes to Rule 1, BBN’s per­for­mance, and adding buy­backs to the check­list.

This week we’re talk­ing about what the CCP and TRS share price move­ments mean for the econ­o­my, the wheat price, the ‘year of the bond’, the dif­fer­ence between ETFs and LICs, and we have our inter­view with lis­ten­er Brent Sweeney who recent­ly attend­ed the Berk­shire Hath­away AGM in Oma­ha, Nebras­ka!

This week in the Club edi­tion we’re talk­ing about move­ments in Gold and Lithi­um prices, why Super Funds suck, why the ASX is in a “dead zone”, the big week of com­pa­ny report­ing com­ing up, our Stock­o­pe­dia tri­al, a pulled pork on KSL, URW sell­ing down US malls, RIO in recy­cling push, tech­ni­cal indi­ca­tors, and what TK thinks about com­pa­nies with lots of shares held in escrow.

Cameron’s pow­ers of pre­dic­tion, FMG’s divorce, Bond pay­outs, what is a RINO, new QAV 3PTL sell alerts, do we get rid of 2BL / JOSEPHINE, Ryan’s analy­sis on 0.1 and ADT lev­els, Pulled Pork on LAU, the HOPE mod­el, BRB / RMS takeover, sell-side vs buy-side ana­lysts.

LAU is a the new Michael Jor­dan; sell­ing MQG; URW updates; wheat price con­fu­sion; club mem­ber results; pulled pork on NZM; invest­ing in com­pa­nies with high lev­els of debt or intan­gi­bles.

It’s the end of FY23 and we reveal the QAV port­fo­lio per­for­mance as well as our per­son­al port­fo­lio per­for­mance and dis­cuss the per­for­mance of some QAV Club mem­bers. We also take a ques­tion from Alex about how young peo­ple might get start­ed in invest­ing, dis­cuss the Dogs of the Dow, a pulled pork on URW, and poten­tial changes to Rule 1.

On this week’s episode: Tin is a buy, which makes MLX (the sub­ject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clar­i­fy Steve Mabb’s thoughts on using Betashares Aus­tralian High Inter­est Cash ETF (AAA) to park our cash and agree it’s worth a try. Arti­fi­cial intel­li­gence pow­ers US shares into a bull mar­ket, but will it help the AORD? Tony con­tin­ues to crit­i­cise the RBA’s use of inter­est rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yes­ter­day — we don’t know why, but dis­cuss whether or not there are any Rule 1 fudges.

On this week’s episode: Tin is a buy, which makes MLX (the sub­ject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clar­i­fy Steve Mabb’s thoughts on using Betashares Aus­tralian High Inter­est Cash ETF (AAA) to park our cash and agree it’s worth a try. Arti­fi­cial intel­li­gence pow­ers US shares into a bull mar­ket, but will it help the AORD? Tony con­tin­ues to crit­i­cise the RBA’s use of inter­est rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yes­ter­day — we don’t know why, but dis­cuss whether or not there are any Rule 1 fudges.

On this week’s episode: Tin is a buy, which makes MLX (the sub­ject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clar­i­fy Steve Mabb’s thoughts on using Betashares Aus­tralian High Inter­est Cash ETF (AAA) to park our cash and agree it’s worth a try. Arti­fi­cial intel­li­gence pow­ers US shares into a bull mar­ket, but will it help the AORD? Tony con­tin­ues to crit­i­cise the RBA’s use of inter­est rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yes­ter­day — we don’t know why, but dis­cuss whether or not there are any Rule 1 fudges.

While we wait­ed for the RBA to raise rates yet again, TK talks about whether or not rates are the solu­tion; builders going bust; ideas for what to do with our port­fo­lio cash; the res­ig­na­tion of the Myer CEO; will DIY investors stay in the mar­ket; Navexa report­ing issues; CGT posi­tions; a pulled pork on AFG; the buy sta­tus of WDS and HZN; and wait­ing to see what hap­pens with crude oil.

US debt ceil­ing hits the AORD; Doug Tynan uses A Check­list; Bret­ta­la­tor prob­lems; Apol­lo is now THL; Using GPT to find com­pa­nies with a qual­i­fied audit; Port­fo­lio updates; Pulled pork on FPR; a refresh­er on oper­at­ing cash­flow v free cash flow; the cor­re­la­tion between VEA’s share price and crude oil.

This week we dis­cuss the rough week in the AORD, with lots of sell and not much to buy; Com­mod­i­ty updates; sud­den drops by CLX and ALO; tips on invest­ing from Mor­gan Housel, author of The Psy­chol­o­gy of Mon­ey, and a pulled pork on FHE.

On this episode we talk about inter­est rate fears con­tin­u­ing to affect the mar­ket, PRN’s expo­sure to com­modi­ties, Buffett’s com­ments on The Intel­li­gent Investor, thoughts about remov­ing Josephines from the buy list, Don Brad­man and invest­ing, the Allkem (AKE) merg­er, a Pulled Pork on QBE, TK’s his­to­ry with com­mod­i­ty sells, buy­ing banks stocks, val­ue invest­ing arti­cle in the AFR, block/brick sizes were used in the Renko tests, does Tony ever check the stocks he holds against what their cur­rent QAV Val­ue shows, Tony’s invest­ment in FHE, the new Bret­ta­la­tor, and banks prof­its vis-a-vis inter­est rates.

On this episode we got so car­ried away talk­ing about the high­lights of the 2023 Berk­shire Hath­away AGM, the OML drop, Hot­Cop­per pump and dumper gets prison, Light port­fo­lios beat­ing the bench­mark, review the “The Low­est PE” rules, QAN replac­ing its CEO, NAB get­ting sold off, pulled pork on PLS, the lat­est RBA rate rise, the Fed­er­al bud­get, and review­ing the “Buy fol­lows Sell line” and the “Lat­est Buy Line”, that we ran out of time for ques­tions.

Tony is on his way back from Toron­to, so I decid­ed to have a chat about invest­ing with the sec­ond smartest intel­li­gence I know — Chat­G­PT. 

Live from Toron­to, we talk about the port­fo­lio’s recent per­for­mance, steel is now a sell, pulled pork on NAB, share invest­ing vs share trad­ing for tax pur­pos­es, update on Renko charts, and the new Bret­ta­la­tor update.

Cop­per is a buy but C6C is being sold; Buf­fett on Bankers; Pulled Pork MIN; Josephine tim­ing; mul­ti­ple posi­tions and Rule 1; do uptrends con­tin­ue; LAU new secu­ri­ties issues; invest­ing dur­ing for­eign con­flicts.

Our guest on this pre-record­ed short episode is Simon Shep­herd from The Invest­ment Newslet­ter Group. They con­duct detailed stock by stock, newslet­ter by newslet­ter track­ing of many of the top buy rec­om­men­da­tions from Aus­tralian invest­ing newslet­ter — a wor­thy ser­vice. Find out more at: https://www.tinglive.com.au

A short show today as TK is in total­ly Viva La Vegas and we didn’t have many ques­tions. Port­fo­lio & com­mod­i­ty updates; ALO acqui­si­tion; ETF update; pulled pork on RMS; and insights into URW.

Today our guest is Co-Founder and Man­ag­ing Direc­tor of the com­pa­ny that pro­duces Stock Doc­tor — Tim Lin­coln. Tim co-found­ed the com­pa­ny in 1991 with his father Dr. Merv Lin­coln and Stock Doc­tor was launched 6 years lat­er, in 1997. Today, Tim has grown a high­ly suc­cess­ful finan­cial tech­nol­o­gy and invest­ment busi­ness that includes a grow­ing team of 40 finance pro­fes­sion­al, thou­sands of long-term Stock Doc­tor mem­bers and over $800 mil­lion invest­ed in their three indus­try lead­ing Aus­tralian and US man­aged funds.

Port­fo­lio updates; Market’s had a rough week; Ther­mal Coal Sell line; CDM shouldn’t be on the buy list; Yields rose as Lowe, traders lunched; RBA rais­es rates; Sev­en in poten­tial merg­er with HT&E; Elon Musk sat with Rupert Mur­doch at the Super­bowl; Pulled Pork is FBU; U.S. v AUS short-term cap­i­tal gains; why TK holds FHE; what cri­te­ria Tony fol­lows to jus­ti­fy adding to an exist­ing posi­tion; Where we are cur­rent­ly in terms of Dow The­o­ry; MEA buy­back announce­ment

Port­fo­lio Updates, com­mod­i­ty updates , NCM takeover, WHC coal break­down, RBA to lift rates, the FOMO ral­ly, Pulled Pork on NCK, R1 trig­ger on com­modi­ties, a tighter sell line for MYR, What time of day does TK buy and sell, fudg­ing AMP’s sell line, pen­ny stocks and Rule 1, WDS com­mod­i­ty break­down, and After Hours (which you don’t have to lis­ten to if you don’t want to!).

Dum­my Port­fo­lio slipped a bit thanks to coal; Chan­ti­cleer and the Chook Super Fund; FMG result; ADANI and activist investors; pulled pork on CMM

In this final episode for 2022, I’m actu­al­ly going back to ear­ly 2020 and tak­ing a look at how Tony man­aged the COVID crash. It’s some­thing TK sug­gest­ed a while back, because it’s a good study / reminder on how he thinks in times of mar­ket uncer­tain­ty.