by Cameron Reilly | Jan 15, 2025 | Blog, Investing Podcast, Podcast Episodes
This week we’re talking about commodities such as crude oil, copper, and lithium becoming buys again, Wall Street predictions and the practical approach of focusing on quality investments and managing risk. Tony shares analysis on several stocks including NWH and MYR, discussing red flags, and a pulled pork on HZN. Cameron discussed his recent analysis on Rule 1 selling and some news regarding FSF and GNP, plus an article from the AFR about Australia’s private sector being in recession. After Hours features reviews of films like ‘Civil War’ and the ‘Planet of the Apes’ series, along with the show ‘Black Snow’, and NVIDIA’s groundbreaking announcements at CES.
by Cameron Reilly | Aug 17, 2022 | Blog, Investing Podcast, Podcast Episodes
On this episode: Signs of Coming Economic Horror, gold is a sell, CGF punished, portfolio update, mortgage rates update, reporting season updates, nickel close to a buy, BPT misses guidance, Pulled pork on SDG, OGC delisting, SKT pulls out of Media Works, filtering the list for dividends.
by Cameron Reilly | Aug 10, 2022 | Blog, Investing Podcast, Podcast Episodes
We bid farewell to ONJ; Portfolio update; 3PTL reminder; Catch phrase comp; Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC Net Asset Backing; Is Copper a buy; Is TK fully invested currently or still being cautious; the longest period of under performance TK has experienced.