TK Journal 2020-08-19

Beach Energy (BPT) has reported it’s annual results and remains a buy with a QAV score of 0.17 Update from Tony 2020-08-20: I had scored a 2 for record low pe, but now see that it is the 2nd lowest. Changing that from a 2 to a 0 reduces the QAV score from 0.17 to...

S03E27 – LEVERAGE

We run the checklist over SFR, review Tony’s recent journal entries, and then answer your questions about capital gains tax, share consolidations, 3PTL lines, why TK was buying BPT, OFX’s cash situation, forsaking profit by waiting for sell line breaches, leveraging your home to buy shares, how the “Manually entered scores” tab works on the checklist, and whether or not TK has seen better/worse/same returns when his allocations allowed him to buy small/micro caps. We also review the EOFY positions for our dummy portfolio and TK’s portfolio.

TK Journal 2020-07-02

Medusa Mining (MML) has reached it’s Buy price and is added to the watchlist with a QAV score of 0.38 _______________________________________________________________________________________________________ I ran my SD filter for QAV again today as I was ready to buy a...

S02E07 The Shoe Salesman

​Steven Mabb is our guest on the show today. He’s a recent QAV Club subscriber but has been a full time investor for the last couple of years, since exiting a very successful footwear business.He and Tony compare notes about investing in International ETFs, why buying stock #201 is a good strategy, neobanks, shareholder associations, and cheap brokerage versus using a full service broker.In our Club edition, our stock of the week is BPT (again). And we answer a question from Ange about what qualifies as a ‘recent positive upturn’. We also talk again about the decline of our portfolio in recent weeks due to the COVID-19 panic. Tony reminds us about Warren Buffett’s story about “Mr Market”.

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