It’s that time of the year when I give TK a break and put together a couple of compilations from the year that was. This time I decided to put to the test the idea that Tony’s Pulled Pork put the kibosh on stocks. Is that true? Let’s find out.
Time to check your 3PTL alerts; spare a thought for poor Andrew Forrest; NCK’s results; Ophir fund performance; Portfolio updates; Reversal of fortune for BPT, back on the buy list; Some old friends return to the buy list – SUL, BFG and WHC; SGM is a scrap metal recycler tied to the iron ore price; TK mistakenly bought KAR and VEA; he also bought NWS but probably shouldn’t have; Pulled Pork is ABA; PTB enters into scheme implementation deed; JHG price/op cashflow; the outlook for REITs; banks and ‘Price to Op cashflow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any better or worse luck on stocks he’s repurchased after making a loss; sell line for EHL; who is our Qaverick of the Week?
We farewell a QAV member; gold is a sell; iron ore is close; pump and dumpers duped millions out of Aussie investors; BPT results; Buffett’s casino analogy; profit taking driving up inflation; Duncan on asset washing; pulled pork on ACL; using the 3PTL on ETFs; has TK done better out of mining or industrial stocks; how and why of the Average Daily Trade rule.
We have two stocks to bring to your attention to this week. This recommendation is based on our analysis using data from Sunday 16 Jan 2022.