QAV #549 – Windy and Wet

RBA and rates, Coal, Iron Ore and Gold are all buys, Portfolio update, bank dividends, Clough collapse and BPT, Pulled pork AGG, trailing stop losses, inflationary pressures, how TK comes up with hurdle rates, C6C selling it’s Australian assets, IRR v CAGR, share buybacks, how to get to Berkshire’s 2023 AGM. Blackstone to limit redemption requests, the impact of the gas price cap.

TK Journal 2020-11-26

Eclipx (ECX) reported recently and it’s new figures are now in Stock Doctor, so I decided to run a new download. ECX remains on the buy list with a QAV score 0.49. 8IH reported new figures as well and has returned to the Buy List with a QAV score of 0.12. Betashares...

TK Journal 2020-08-20

Copper Mountain Mining Corporation (C6C) has become a buy with a QAV score of 0.16. I want to point out that the shares are thinly traded with an average daily transaction value of < $2k and won’t suit most investors. (CR note: I’m only getting a score of...