QAV S05E10 – The Wet Finger Test

Update from Denis in Ukraine; YAL dividend and drop; Copper is a sell; Another construction company collapse; ASG pulled pork; buying new entries; MML CEO’s sudden exit; WGX announced capital raising; leaving a 10% gap between buy and sell price; CAA and the aluminium price; how to evaluate stocks that are relatively recent entrants on the ASX.

QAV S04E51 – In the Rough

In this episode we’re talking about MYR and LAU warnings, replacing GAP with GWR, CAA upgrade to guidance, Trading View commodity alerts, our stocks of the week (FEX, GMA), our best portfolio stocks for the week, the world’s second tallest building is a warning sign, and CGF’s business model.

In the Club edition, we also talk about selling and buying back into FMG instead of just holding it, MFG’s collapse and what their management might be thinking about right now, and more details on the story about Tony’s 20x return on MND back in the day.

QAV S04E16 – The Gold Rush

This week we chat with Chris Stott, Chief Investment Officer at 1851 Capital and then get into our regular show, where we discuss the MRC collapse, the CAA takeover bid, Geoff Wilson’s LIC strategy, our SOTW (DSK), if MYR is close to a sell, DKM dropping off the buy list, directors transactions, IV2 challenger strategy, why research firms suspend coverage on stocks, using (ATR) average true range multiples to set trailing stops, current US valuations, and whether or not TRS as a recent positive upturn.

TK Journal 2021-03-18

Stocks with new figures that remain on the Buy List: Myer (MYR) QAV score of 0.54 Medusa Mining (MML) QAV score of 0.54 NGE Capital (NGE) QAV score of 0.37 Capral (CAA) QAV 0.46 COG Financial Services (COG) QAV 0.40 Image Resources (IMA) QAV 0.41 (Fudged Buy Line)...
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