Stocks of the Week – ANZ, COG
We have two stocks to bring to your attention to this week. This recommendation is based on Tony’s analysis using data from Sunday 09 Jan 2022.
QAV S04E27 – The Mystery of The Reducing Scores
This week we discuss our EOFY result (48%); decide to sell VUK again; MYR and Solly Lew; SOTW is GRR; the Sell price for BCN; contrarian investor Michael O’Higgins’s ‘Dogs of the Dow’ strategy; Duncan and The Mystery of The Reducing Scores; the Copper and Coal commodity prices; the chart for SUL; how to understand IMA’s market depth report; Magellan’s intention to transition its High Conviction Trust listed investment company into an active exchange-traded fund; would apply 3PTL to a chart given the effect of a consolidation like for COG; and the sell lines for banks.
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)...QAV S04E04 – The Naughty Corner
Hedge funds v Reddit. Ray Dalio on Bitcoin. Tony’s journal entries. Portfolio update. Regression testing Tobias Carlisle. TK’s “war stories” of the ’99/’00 bubble. CCV 3PTL Sentiment. KRM coming out the naughty corner. SD cashflow. Index Mundi data dates.