QAV S05E15 – When You Predict

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

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 you, Tony? ...

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.

TK Journal 2020-07-01

_______________________________________________________________________________________________________ Add Laneway Resources (LNY) to the stock journal. It is a very small cap company and is just above its 3PTL buy price. However, it has a QAV score of 0.32 and is...

QAV S01E37 – Preparing For The Collapse

This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a “global market crunch”. We also talk some more about listed investment companies and in our club section we take a look at the financials of gold miner PRU (Perseus Mining).