QAV S05E16 — Chairman Mabb

by | Apr 27, 2022 | Blog, Interviews, Investing Podcast, Podcast Episodes

We are joined by guest Steven Mabb, Chair­man of the Aus­tralian Share­hold­ers Asso­ci­a­tion, to talk about the impor­tance (or not) of vot­ing in AGMs and how the ASA can help. Lat­er we talk about: BRK AGM this week­end, China’s lock­down, Netflix’s stock price, PGL on our buy list, the Solomons and Chi­na, the BHP/WPL de-merg­er, over-expo­sure to min­ing and Chi­na, what to do with stocks that go nowhere, why TK prefers a LIC instead of a ETF in case of emer­gency, the impor­tance of EPS growth, the dif­fer­ences between ROIC and ROE, and AMP’s ‘qual­i­fied opin­ion’.

QAV S05E04 — Carry A Towel

by | Feb 2, 2022 | Blog, Investing Podcast, Podcast Episodes

Jam packed show this week! Los­ing mon­ey is one thing, los­ing your nerve is every­thing ; Iron ore hits $150/ton; CCP results are out, Stock price up 7% over last 2 days; ASX200 down 6.3% for Jan­u­ary; How to cal­cu­late the Gold price; Stock of the week WLD; hos­tile takeover of IMA; invest­ing dur­ing report­ing sea­son; the Fed put; re-buy­ing recent sells; fudg­ing 3PTL sells; Josephine charts; “A” grade com­pa­nies aren’t “A” grade stocks; con­cen­trat­ing port­fo­lio when there’s noth­ing to buy; using LEAPs; trad­ing halts; Cop­per com­pa­nies churn­ing out cash; 3PTLs for WAF; BHP’s demerg­er; Rule no.1, should it be applied to a hold­ing as a whole (aver­age price) or to indi­vid­ual parcels?

QAV S04E50 — The Gibbonator

by | Dec 15, 2021 | Blog, Interviews, Investing Podcast, Podcast Episodes

We chat with Luke “The Gib­bon­a­tor” Gib­son about his QAV-based YouTube chan­nel “The Gib­son Hus­tle”, about cop­per becom­ing a sell, iron ore becom­ing a buy, whether or not BHP is an iron ore or a cop­per com­pa­ny, Nufarm chem­i­cals, and Magellan’s woes.

In the club edi­tion, we also talk about plat­inum becom­ing a buy again, AJL’s qual­i­fied audit, our stocks of the week (GRR, GWR), if we should sell any stock that drops below 10% at any time, ATL’s merg­er news (ugh), how to trade dur­ing bull, bear and roo mar­kets, BSL and iron ore, val­ue price vs fair price, and CDD’s cap­i­tal return. Then in after hours, it’s a lot of Bea­t­les talk again!

TK Journal 2020-06-22

by | Jun 22, 2020 | Blog, TK-journal

I have fin­ished buy­ing Eclipx (ECX) and have start­ed buy­ing Cham­pi­on Iron (CIA) for my own account. Note, that I bypassed buy­ing shares in GGUS which was next on the watch­list. GGUS is the Betashares geared US mar­ket ETF. I did this because I already bought...

QAV S01E26 — Reporting Season Frenzy!

by | Aug 29, 2019 | Podcast Episodes

It’s report­ing sea­son and Tony is EXCITED. On this week’s show we talk about the cause of CRN’s sud­den decline, and analyse two com­pa­nies – BHP and QAN.

We are also adding quite a few addi­tion­al stocks to our dum­my port­fo­lio based on Tony’s pri­vate analy­sis.

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