QAV S04E24 – Flat Bottomed Girls

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.

TK Journal 2021-01-20

I was reading this article by Tim Treadgold in the Eureka Report today and it alerted me to check on the thermal coal price in Indexmundi. Like a lot of other commodities, coal is now in a 3 point uptrend. So, I reviewed the watchlist for energy and materials...
What? A free weekly investing newsletter? Oh yes please.

Every Monday we publish a newsletter with updates on our podcast and portfolio activity. Sign up now to get your copy completely free!