This week: MRC firing their CEO and the price dropped 25% – why didn’t we sell?; Lincoln fund results; ASA webinar by James Holt; WAAAX performance 20/21; CVL down 13% since we bought it; MAH groundhog; Flitman model is out; red flags for companies that might go into a trading halt; why share prices fall after they go ex dividend; how TK decides what to sell when he needs to take cash out of his portfolio; commodity stocks sell lines; sentiment for HAW, AGD, AIS; is GCY now a sell?
Last week’s jump in HAW demonstrates why we don’t sell until something hits the 3PTL. Would Tony buy still FMG today? What are the risks of buying stocks with margin loans? Can we fudge the COVID cough? Should we try to predict the future? What about MLD’s capital raising? What happened with MSV? All this and Day Of The Triffids on our last episode for 2020!