by Cameron Reilly | Nov 9, 2020 | Blog, TK-journal
Tony’s stock journal update for 2020-11-09.
by Cameron Reilly | Nov 2, 2020 | Investing Podcast, Podcast Episodes
This week we talk about investing with your Spock brain instead of your McCoy brain, why Tony’s Stock of the Week is SFR, why CAA might benefit from rising aluminium prices, how to regression test return on equity, charting the 3PTL lines for LYL, CCV, DKM, RXP, and SUL, and Tony’s Melbourne Cup tip!
by Cameron Reilly | Sep 3, 2020 | Blog, TK-journal
Hold on to your horses, people! I added Generation Development Group (GDG) to the Manually Entered Data tab and also to the Buy list with a QAV score of 0.24 (Cam concurs). I came across the interesting case of Acrow Formwork and Construction Services (ACF). Looking...
by Cameron Reilly | Jul 27, 2020 | Investing Podcast, Podcast Episodes
We chat about a couple of recent articles (see below) and then talk about Tony’s recent alerts involving LYL and KCN. Next we run AMI through the QAV Checklist and answer some questions about why the “buy list” is so large and whether or not we should/could shorten it using Stock Doctor filters.
by Cameron Reilly | Jul 20, 2020 | Blog, TK-journal
I removed Lycopodium (LYL) from the Buy List today as it has recently breached its 3PT Sell line. _______________________________________________________________________________________________________ Our thanks to Jamie who discovered some more formula errors in...