by Cameron Reilly | Oct 27, 2020 | Blog, TK-journal
I have compiled a new buy list and a watchlist. The watchlist contains the stocks with Price to Operating Cashflow < 7 but without a confirmed buy sentiment. There were 3 new additions to the Buy list this time: Autosports Group (ASG), Accent Group (AX1) and...
by Cameron Reilly | Sep 9, 2020 | Blog, TK-journal
TK’s checklist from 2020-09-07 Note from Cameron: Tony sent me this list on 7/9 and I haven’t had a chance to proof them yet, so I’m posting them up here before they get too old. Please do your own numbers. I’m doing my own download today. I...
by Cameron Reilly | Sep 8, 2020 | Investing Podcast, Podcast Episodes
Tony refines what he means by “the highest peak”; Steve Mabb explains his recent 3PTL experiment; how Tony would invest an influx of cash; selling GEAR and buying ECX; and running through TK’s journal entries for the week. In overtime we discuss Japanese knives, David Lee Roth, Charlie Brown, Kill Bill and other stuff unrelated to investing.
by Cameron Reilly | Sep 8, 2020 | Blog, TK-journal
I am selling my shareholding in GEAR and using the proceeds to buy Credit Corp (CCP).
by Cameron Reilly | Jun 22, 2020 | Blog, TK-journal
I have finished buying Eclipx (ECX) and have started buying Champion Iron (CIA) for my own account. Note, that I bypassed buying shares in GGUS which was next on the watchlist. GGUS is the Betashares geared US market ETF. I did this because I already bought shares in...