QAV 819 — The Roll Back

by | May 14, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cam and Tony nav­i­gate a tur­bu­lent mar­ket buoyed by a tem­po­rary roll­back in US-Chi­na tar­iffs and a curi­ous ral­ly in Bit­coin. They break down the move­ments in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO han­dover and the impact of its Sun­corp acqui­si­tion, and look into Super Retail Group’s (SUL) Q3 results. The episode also fea­tures deep dives into the gov­er­nance con­cerns at Mac­quar­ie (MQG), a bizarrely mas­sive div­i­dend from Heal­ius (HLS), a skep­ti­cal look at lux­u­ry drop ship­per Cettire (CTT), and a pulled pork seg­ment on out­door adver­tis­ing play­er oOh!media (OML). Cam also shares a per­son­al health win, and the duo wraps up with some rec­om­men­da­tions, ban­ter, and a lit­tle Van Halen nos­tal­gia.

QAV S05E15 — When You Predict

by | Apr 20, 2022 | Blog, Investing Podcast, Podcast Episodes

After­pay loss­es explode; nat­ur­al gas prices at 13-year high; Stocks of the week; Port­fo­lio update; sell­ing SFC; Yield curve has right­ed itself; BRK has invest­ed $22bn in pur­chas­es this year; PRU pulled pork; where to find board own­er­ship if no SD; for­eign con­nec­tions to a non-demo­c­ra­t­ic coun­try; How does TK deter­mine num­ber of stocks he owns?; the impact the Fed­er­al and State Govt schemes on GMA; buy­ing stocks with a small spread between the buy & sell 3PTL; dig­i­tal secu­ri­ty mea­sures for pro­tect­ing our port­fo­lio’s in a Self­Wealth sce­nario.

Transcript #447

by | Nov 30, 2021 | Blog, Transcripts

Tran­script for QAV #447  Cameron [00:00:07] Here ek e are! No, I shouldn’t say, I start the pod­cast the same way every time. I’m going to do some­thing dif­fer­ent this time, just get into it. No wel­come back, none of that. This is it, we’re talk­ing. How are...

QAV S04E47 — Xi Is Listening

by | Nov 25, 2021 | Blog, Investing Podcast, Podcast Episodes

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.

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