QAV S05E34 – The Qaverick

by | Aug 31, 2022 | Blog, Investing Podcast, Podcast Episodes

Time to check your 3PTL alerts; spare a thought for poor Andrew Forrest; NCK’s results; Ophir fund performance; Portfolio updates; Reversal of fortune for BPT, back on the buy list; Some old friends return to the buy list – SUL, BFG and WHC; SGM is a scrap metal recycler tied to the iron ore price; TK mistakenly bought KAR and VEA; he also bought NWS but probably shouldn’t have; Pulled Pork is ABA; PTB enters into scheme implementation deed; JHG price/op cashflow; the outlook for REITs; banks and ‘Price to Op cashflow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any better or worse luck on stocks he’s repurchased after making a loss; sell line for EHL; who is our Qaverick of the Week?

TK Journal 2020-08-13

by | Aug 13, 2020 | Blog, TK-journal

Note: Tony removed NWS when an error in the SD data was discovered. Newscorp (NWS) has become a Buy with a QAV score of 0.46 A couple of things to note: NWS is also listed on the Nasdaq, so Share Analysis had figures for the US listing but not for the Australian...