QAV S04E50 – The Gibbonator

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!

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 2020-10-22

I downloaded a new SD filter into the QAV Master spreadsheet this morning, Thursday 22/10/20 at 9:44am, pre-market opening. I wanted to update the buy list and find a replacement for KRM for our Dummy portfolio. There were 2 stocks that I had to add to the Manually...

TK Journal 2020-09-02

Hold on to your horses, people! I added Generation Development Group (GDG) to the Manually Entered Data tab and also to the Buy list with a QAV score of 0.24 (Cam concurs). I came across the interesting case of Acrow Formwork and Construction Services (ACF). Looking...
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