by Cameron Reilly | 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’.
by Cameron Reilly | 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?
by Cameron Reilly | 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!
by Cameron Reilly | 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 shares in...
by Cameron Reilly | 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.
