QAV #549 — Windy and Wet
RBA and rates, Coal, Iron Ore and Gold are all buys, Portfolio update, bank dividends, Clough collapse and BPT, Pulled pork AGG, trailing stop losses, inflationary pressures, how TK comes up with hurdle rates, C6C selling it’s Australian assets, IRR v CAGR, share buybacks, how to get to Berkshire’s 2023 AGM. Blackstone to limit redemption requests, the impact of the gas price cap.
QAV S05E19 — Outfoxed
We’ve been banned from talking about crypto and fund managers; Mark’s checklist for the checklist; kids and investing; commodity update; portfolio update; are we counter cyclical; new results in SD for ECX and NAB and PDL; CGT planning; top 3 LICs; S32 update; Renko charts; setting Josephine alerts; pulled pork on PTL; stocks and high interest rates; defining “independent director”; how quickly to buy after a sell; the difference between a Josephine versus a falling knife; gold USD v AUD; the ACL chart; operating cashflows and lease payments.
QAV S04E47 — Xi Is Listening
This week: missing the SUN sell; New Brettalator version; keeping an eye on the sell lines for the stocks of the week; the three fingers of the economy; the MQG SPP; the WAF SPP; Top 3 Dummy Portfolio stocks for the week; NAB is removed from the Buy list; SA enquiry into Kangaroo Island port; CCP and STO fessed up to Job Keeper; BPT CEO resigns suddenly; Why did FMG rise when Iron Ore dropped; GAP price drop after forecasting a loss for the half; Stocks Of The Week — ATP & SUL.
In the Club: is it best to buy from the top of the list or with new entries; the psychology of buying shares at all time highs; and avoiding getting lost in the micro weeds.