QAV 543 — The Mounting Yard

by | Nov 3, 2022 | Blog, Investing Podcast, Podcast Episodes

Port­fo­lio bench­mark­ing, RBA inter­est rate rise, Ther­mal Coal sell line, JHG div­i­dend, what to do when you R1 a stock that’s on top of the buy list (IMA), Wheat price on the rise, new Berk­shire book, SUL trad­ing update, WHC — MOAB Away, The FAANG index, Oil and Cop­per are a buy, what about Alu­mini­um, MQG Results are in, Pulled Pork GNG, DRP vs DSSP

QAV S05E11 — Flogs

by | Mar 23, 2022 | Blog, Investing Podcast, Podcast Episodes

Hamish Dou­glass resigns from Mag­el­lan board; Rus­sia spi­ralling towards $210b default night­mare; “Asset Man­ag­er Cap­i­tal­ism”; Cop­per is a buy; GRR is now a Star Stock; MQG is back on the buy list; pulled pork on MQG; petrol and EVs; Buy Now or Lat­er; how quick­ly Tony sells; are we crazy to be sell­ing com­mod­i­ty stocks at all time highs?; IMA cor­po­rate action; under­stand­ing “right of use” assets; should we take indus­try sec­tor into account?; sell line for MAD.

QAV S05E04 — Carry A Towel

by | Feb 2, 2022 | Blog, Investing Podcast, Podcast Episodes

Jam packed show this week! Los­ing mon­ey is one thing, los­ing your nerve is every­thing ; Iron ore hits $150/ton; CCP results are out, Stock price up 7% over last 2 days; ASX200 down 6.3% for Jan­u­ary; How to cal­cu­late the Gold price; Stock of the week WLD; hos­tile takeover of IMA; invest­ing dur­ing report­ing sea­son; the Fed put; re-buy­ing recent sells; fudg­ing 3PTL sells; Josephine charts; “A” grade com­pa­nies aren’t “A” grade stocks; con­cen­trat­ing port­fo­lio when there’s noth­ing to buy; using LEAPs; trad­ing halts; Cop­per com­pa­nies churn­ing out cash; 3PTLs for WAF; BHP’s demerg­er; Rule no.1, should it be applied to a hold­ing as a whole (aver­age price) or to indi­vid­ual parcels?

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.

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