TK Journal 2021-02-09

Hi everyone, I ran another download from SD this morning as I noticed that Korvest (KOV) had reported using the Recent Updates facility in the Tools section of SD. They have now left the Buy List and their QAV score has dropped with the latest results. Other stocks to...

QAV S04E03 – Capitulation

This week: ASX lower on fears of US bubble. Howard Marks’ capitulation. Ray Dalio’s thoughts on a coming US civil war. Using Gross Revenue Growth per Share to value “growth” stocks. Stock of the week – KRM. Using a logarithmic price scale. Tony’s thoughts on the Blue-Chippers in the ASX. Determining ‘Consistently Increasing Equity’. Defining ‘recent positive upturn’. Reasons to sell. NTD and the AUD. Waiting for reporting season. How to apportion additional funds. Sell lines for GGE, NHC, ESS.

QAV S03E38 – TOP OR BOTTOM

Should we buy stocks on our buy list from the Top Down or the Bottom Up? That’s the question we try to answer this week. Apart from that, we’re delving into some questions of my own about his checklist, as well as listener questions about NTD, FMG, CCP and, in overtime (that’s what I’m calling the QAV Club section now), Tony walks us through how he updates the checklist.

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