by Cameron Reilly | May 18, 2020 | Investing Podcast, Podcast Episodes
This week we have a 100 minute premium episode answering all of your excellent questions about subjects such as:
– banks and sentiment
– AQG / SSR merger
– Stanmore Coal acquisition offer
– Buying more when the price drops below the buy line
– Using a 5 yr/weekly chart to help fine tune your trend lines
– using the checklist to score LICs
– holding back on the retail sector
– thoughts about oil glut and prices affecting Oil/Coal companies
– During times of volatility (like GFC or dot com bust) did Tony notice a similar increase in buy/sell?
– How Tony stages his entry into a position
– How he regression test the results/model
– The buy line for OSH
– SFC sell price and recent update on their financials
– How does Tony decides what percentage of his capital to invest when he BUY stocks such as MQG
– How to analyse the TGP graph
– Why the TRS, WPL and MQG charts are different
– and Tony also introduces his new magic 3PTL maths.
by Cameron Reilly | May 14, 2020 | Investing Podcast, Podcast Episodes
Nicholas Gruen is an economist, entrepreneur and commentator. He is CEO of Lateral Economics. He spoke to us recently about Modern Monetary Theory and the short-term future of the Australian economy.
by Cameron Reilly | May 11, 2020 | Investing Podcast, Podcast Episodes
Tony talks about some of his recent “musings” regarding bank stocks and comparing the results of his analysis of using Stock Doctor filters versus our three-point trend lines. Then we talk about his reasons for our recent portfolio buys and sells.
by Cameron Reilly | May 7, 2020 | Investing Podcast, Podcast Episodes
Alex Hay is a partner at broking firm EL&C Baillieu. He has been Tony’s stock broker for 25+ years. Alex joined us recently to chat about the services firms like his provide, his relationship with Tony, and what he thinks might happen in the market over the next 6-12 months.
by Cameron Reilly | May 4, 2020 | Investing Podcast, Podcast Episodes
We talk about the recent Berkshire Hathaway AGM, Tony “muses” about buying NAB without waiting for positive sentiment (shock! horror!), discusses some new theories about using Stock Doctor filters, and then he answers a ton of your questions about – pyramiding – whether or not Tony ever sets a margin where he always cashes in the profit – how to calculate the intrinsic value of each of the top 20 stocks – and a heap of questions about drawing three-point trend lines.
