QAV S04E07 – Giving AFIC

The Kohler Effect. Broker Speak. ETF surge. Rudi on Value. The “Buffett indicator”. Stock of the week – BOQ. On market share buyback facilities. GDG and Pooled Development Fund (PDF). Reporting season patterns. MSV impairment announcement. Last Period Analysed column. KRM care and maintenance. VUK sell line.

QAV S04E03 – Capitulation

This week: ASX lower on fears of US bubble. Howard Marks’ capitulation. Ray Dalio’s thoughts on a coming US civil war. Using Gross Revenue Growth per Share to value “growth” stocks. Stock of the week – KRM. Using a logarithmic price scale. Tony’s thoughts on the Blue-Chippers in the ASX. Determining ‘Consistently Increasing Equity’. Defining ‘recent positive upturn’. Reasons to sell. NTD and the AUD. Waiting for reporting season. How to apportion additional funds. Sell lines for GGE, NHC, ESS.

TK Journal 2021-01-20

I was reading this article by Tim Treadgold in the Eureka Report today and it alerted me to check on the thermal coal price in Indexmundi. Like a lot of other commodities, coal is now in a 3 point uptrend. So, I reviewed the watchlist for energy and materials...
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