by Cameron Reilly | Feb 12, 2025 | Blog, Investing Podcast, Podcast Episodes
In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence of iron ore as a buy. They analyze portfolio performance, noting that long-held stocks tend to outperform, and discuss Nick Scali, Beach Energy, and Seven West Media’s earnings. Cameron unveils the ‘Reilly Indicator’, suggesting that a lack of sell signals could indicate an impending market correction. They revisit the ‘Crazy Girlfriend Rule’ for stocks that repeatedly disappoint, explore the impact of COVID lows rolling off charts, and debate when bad news stops being a red flag. The Pulled Pork segment examines Grange Resources (GRR)—a strong performer but with a looming mine closure. The episode wraps with fun discussions on horse racing, Al Pacino, and flat-pack furniture frustrations.
by Cameron Reilly | Sep 7, 2022 | Blog, Investing Podcast, Podcast Episodes
Iron Ore is a sell; Down days, up days… what about neutral days; Rule 1 and dividends; Josephine but above its 2BL; Happy birthday Warren; Taylor’s article;
Pulled Pork: SMR; SGM less impacted by the iron ore price; GRR and Renko charts; ALO, a scalable software play; moving average v 3PTL; WHC thoughts
by Cameron Reilly | Mar 23, 2022 | Blog, Investing Podcast, Podcast Episodes
Hamish Douglass resigns from Magellan board; Russia spiralling towards $210b default nightmare; “Asset Manager Capitalism”; Copper is a buy; GRR is now a Star Stock; MQG is back on the buy list; pulled pork on MQG; petrol and EVs; Buy Now or Later; how quickly Tony sells; are we crazy to be selling commodity stocks at all time highs?; IMA corporate action; understanding “right of use” assets; should we take industry sector into account?; sell line for MAD.
by Cameron Reilly | Mar 2, 2022 | Blog, Investing Podcast, Podcast Episodes
Markets and War; bank rate increase; MWY bad results; Construction collapse; Berkshire’s annual letter; GRR results; Portfolio average hold time; outdated consensus valuations; is five year relative strength important; calculating CAGR in Excel; red flag if DPR of greater than 100%.
by Cameron Reilly | Dec 15, 2021 | Blog, Interviews, Investing Podcast, Podcast Episodes
We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a buy, whether or not BHP is an iron ore or a copper company, Nufarm chemicals, and Magellan’s woes.
In the club edition, we also talk about platinum becoming a buy again, AJL’s qualified audit, our stocks of the week (GRR, GWR), if we should sell any stock that drops below 10% at any time, ATL’s merger news (ugh), how to trade during bull, bear and roo markets, BSL and iron ore, value price vs fair price, and CDD’s capital return. Then in after hours, it’s a lot of Beatles talk again!
