QAV S04E27 — The Mystery of The Reducing Scores

by | Jul 8, 2021 | Investing Podcast, Podcast Episodes

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

by | Oct 22, 2020 | Blog, TK-journal

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...

TK Journal 2020-09-02

by | Sep 3, 2020 | Blog, TK-journal

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...

QAV S02E01 — Time In The Market

by | Jan 10, 2020 | Investing Podcast, Podcast Episodes

Sea­son Two of our invest­ing pod­cast!! We look at our port­fo­lio’s month end report and how it com­pared to the All Ords Total Return index and answer ques­tions from Club Mem­ber Mike L about the accu­ra­cy of future pre­dic­tions. Then we talk about com­modi­ties trend lines as a source of com­fort when invest­ing in coal, and our analy­sis this week is GRR.

Secret Link