QAV S05E03 – Frogger

Talking about the current market volatility, and whether or not we should wait it out and go to cash; we discuss recent articles talking about “investing” in tech stocks and crypto; deep dive on RIO; explain how the Bank Bill Swap Rate works; whether or not new investors should wait until the end of reporting season; getting back to the ‘Buy Follows Sell’ rule and how it applies to CBA; possible reasons why KRM has gone up and MQG has gone down; and the challenges in placing orders at market value.

QAV S04E52 – Best Of 2021

It’s time for our last show of the year and my annual tradition of trying to pick some highlights from the last 12 months. This year I’m mostly focusing on the journey we went through with iron ore. Back in January 2021 we were talking about FMG and the stellar run it had been on, and why we weren’t going to rush into selling it, particularly when it had a very low sell line. But as the year progress, Tony started to talk more and more about watching the iron ore commodity price which, even though the CEO of FMG assured us would stay strong for a long time, started to slide in the second half of the year, prompting Tony to make some painful decisions….

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.

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