QAV 538 – The Market Rout

Fund performance; Reserve Bank money printing and inflation; Labor and Franked Dividends; Pulled Pork XTE; share market rout; portfolio update; RBA burns $50bn in QE; Viva Energy Buys back Coles Express sites; WHC announces $2bn buy back; Apollo shares jump on Jucy deal; Kudos to ABC News; Doug’s shorting experiment update; back testing around observing major triggers of a general downward trend in the market; the pros and cons of ETFs; ECX continually buying back shares and Rule #1.

QAV S05E19 – Outfoxed

We’ve been banned from talking about crypto and fund managers; Mark’s checklist for the checklist; kids and investing; commodity update; portfolio update; are we counter cyclical; new results in SD for ECX and NAB and PDL; CGT planning; top 3 LICs; S32 update; Renko charts; setting Josephine alerts; pulled pork on PTL; stocks and high interest rates; defining “independent director”; how quickly to buy after a sell; the difference between a Josephine versus a falling knife; gold USD v AUD; the ACL chart; operating cashflows and lease payments.

QAV S05E12 – Goin Fishin

AMI bad news; Navexa and CAGR; Stocks of the week; Santos’ big discovery; Max Walsh RIP; Twiggy’s perpetual train; BPNL bloodbath; ABA pulled pork; how to understand yield curve inversion; the psychology of investing; ECX and petrol prices; How does TK manage his portfolio when he’s on holidays?

QAV S04E47 – Xi Is Listening

This week: missing the SUN sell; New Brettalator version; keeping an eye on the sell lines for the stocks of the week; the three fingers of the economy; the MQG SPP; the WAF SPP; Top 3 Dummy Portfolio stocks for the week; NAB is removed from the Buy list; SA enquiry into Kangaroo Island port; CCP and STO fessed up to Job Keeper; BPT CEO resigns suddenly; Why did FMG rise when Iron Ore dropped; GAP price drop after forecasting a loss for the half; Stocks Of The Week – ATP & SUL.

In the Club: is it best to buy from the top of the list or with new entries; the psychology of buying shares at all time highs; and avoiding getting lost in the micro weeds.

TK Journal 2021-05-31

Champion Iron (CIA) has new financials in Stock Doctor and is added to the Scorecard with a QAV score of 0.17. New figures have loaded into Stock Doctor for VUK and ECX which both have March financial dates. VUK has a QAV score of 1.05, and ECX has 0.42. I am also...