by Cameron Reilly | Mar 23, 2022 | Blog, Investing Podcast, Podcast Episodes
Hamish Douglass resigns from Magellan board; Russia spiralling towards $210b default nightmare; “Asset Manager Capitalism”; Copper is a buy; GRR is now a Star Stock; MQG is back on the buy list; pulled pork on MQG; petrol and EVs; Buy Now or Later; how quickly Tony sells; are we crazy to be selling commodity stocks at all time highs?; IMA corporate action; understanding “right of use” assets; should we take industry sector into account?; sell line for MAD.
by Cameron Reilly | Jan 26, 2022 | Blog, Investing Podcast, Podcast Episodes
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.
by Cameron Reilly | Dec 6, 2021 | Blog, Stock Tips
We have two stocks to bring to your attention to this week. This recommendation is based on Tony’s analysis using data from Sunday, 2021-12-05.
by Cameron Reilly | Nov 12, 2020 | Blog, TK-journal
I ran another download this morning as Macquarie Group’s (MQG) figures are now in Stock Doctor following their latest results. Also, Qantas (QAN) had breached its Buy line. However, after running the download, both of these companies have a price to operating cash...
by Cameron Reilly | Nov 9, 2020 | Blog, TK-journal
Tony’s stock journal update for 2020-11-09.