QAV S04E16 – The Gold Rush

This week we chat with Chris Stott, Chief Investment Officer at 1851 Capital and then get into our regular show, where we discuss the MRC collapse, the CAA takeover bid, Geoff Wilson’s LIC strategy, our SOTW (DSK), if MYR is close to a sell, DKM dropping off the buy list, directors transactions, IV2 challenger strategy, why research firms suspend coverage on stocks, using (ATR) average true range multiples to set trailing stops, current US valuations, and whether or not TRS as a recent positive upturn.

QAV S04E13 – Home Invasions

This week: MRC firing their CEO and the price dropped 25% – why didn’t we sell?; Lincoln fund results; ASA webinar by James Holt; WAAAX performance 20/21; CVL down 13% since we bought it; MAH groundhog; Flitman model is out; red flags for companies that might go into a trading halt; why share prices fall after they go ex dividend; how TK decides what to sell when he needs to take cash out of his portfolio; commodity stocks sell lines; sentiment for HAW, AGD, AIS; is GCY now a sell?

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