by Cameron Reilly | Nov 25, 2021 | Blog, Investing Podcast, Podcast Episodes
This week: missing the SUN sell; New Brettalator version; keeping an eye on the sell lines for the stocks of the week; the three fingers of the economy; the MQG SPP; the WAF SPP; Top 3 Dummy Portfolio stocks for the week; NAB is removed from the Buy list; SA enquiry into Kangaroo Island port; CCP and STO fessed up to Job Keeper; BPT CEO resigns suddenly; Why did FMG rise when Iron Ore dropped; GAP price drop after forecasting a loss for the half; Stocks Of The Week – ATP & SUL.
In the Club: is it best to buy from the top of the list or with new entries; the psychology of buying shares at all time highs; and avoiding getting lost in the micro weeds.
by Cameron Reilly | Mar 31, 2021 | Investing Podcast, Podcast Episodes
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?
by Cameron Reilly | Feb 18, 2021 | Blog, TK-journal
Hi Cam, I think the market has been clearly spooked with Hawthorn Resources (HAW) and the resignation of Chris Corrigan as director. Even though the share price is above our Sell line, I think we should sell it from our dummy portfolio and replace it with the next...
by Cameron Reilly | Feb 10, 2021 | Blog, TK-journal
Hi everyone, I wanted to respond in more detail to the question at last night’s zoom call regarding what action to take with Hawthorn Resources (HAW) given the resignation of a Director. Chris Corrigan holds 30% of the company but has resigned as of yesterday. I...
by Cameron Reilly | Dec 22, 2020 | Investing Podcast, Podcast Episodes
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!
