S03E04 – The Five Stages Of Grief

by | Apr 1, 2020 | Investing Podcast, Podcast Episodes

Tony thinks the market is going through the “five stages of grief” and we debate which stage we are up to. He also talks about the “Coppock Curve” which suggests markets, like people, go through periods of mourning. Then we answer some of your questions about: the best way to set up a profile to trade, comparing full-service brokers to low-cost DIY options, how to treat companies with negative “net income “, what Tony thinks about Discounted Cash Flow calculations, his thoughts on the possibility of inflation in the next few years, whether or not he ever uses options, whether or not found he has found any companies with good scores lately, and what he thinks about Kathmandu

S03E02 – Sit On ‘Em

by | Mar 24, 2020 | Investing Podcast, Podcast Episodes

Back to answering your questions today, including topics about leveraging your portfolio, replacing Stock Doctor with another data source, banning short-selling, investing in REITs, how to prioritise the watch list, and just generally when to buy back in. Tony’s basic approach right now is to “wash your hands – and then sit on ’em.”

S03E01 – Intro To QAV

by | Mar 23, 2020 | Investing Podcast, Podcast Episodes

As it’s been a year since we recorded our “introduction to QAV” episodes, a couple of our listeners suggested it would be a good idea to re-record them, now that we’re much smoother on the mic. So we present – QAV Reboot. We introduce ourselves and the QAV system of investing in shares.

S02E11 – Dead Cat Bounce

by | Mar 16, 2020 | Investing Podcast, Podcast Episodes

While Friday brought a dead cat bounce, Tony thinks the correction is just getting started. He says we’re yet to see the impact of the coming credit crunch. We answer a question about whether or not Tony invests for the purpose of living off the dividend income, and in our club edition we analyse Macmahon Holdings (MAH) just for practice. As I say – NOW is the time to send yourself to QAV University. When the market turns around, we should all be ready with a watchlist so we can jump in quickly and ride it all the way up in the next cycle.