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 S05E34 — The Qaverick

by | Aug 31, 2022 | Blog, Investing Podcast, Podcast Episodes

Time to check your 3PTL alerts; spare a thought for poor Andrew For­rest; NCK’s results; Ophir fund per­for­mance; Port­fo­lio updates; Rever­sal of for­tune for BPT, back on the buy list; Some old friends return to the buy list — SUL, BFG and WHC; SGM is a scrap met­al recy­cler tied to the iron ore price; TK mis­tak­en­ly bought KAR and VEA; he also bought NWS but prob­a­bly shouldn’t have; Pulled Pork is ABA; PTB enters into scheme imple­men­ta­tion deed; JHG price/op cash­flow; the out­look for REITs; banks and ‘Price to Op cash­flow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any bet­ter or worse luck on stocks he’s repur­chased after mak­ing a loss; sell line for EHL; who is our Qav­er­ick of the Week?

TK Journal 2020-08-06

by | Aug 6, 2020 | Blog, TK-journal

The first of the com­pa­ny results are com­ing in and the fol­low­ing have made it into my check­lists. Kor­vest (KOV) has report­ed and remains on the Buy List. Note, that the man­u­al­ly entered scores had to be re-checked for changes. MFF Cap­i­tal Invest­ment...
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