It’s that time of the year when I give TK a break and put together a couple of compilations from the year that was. This time I decided to put to the test the idea that Tony’s Pulled Pork put the kibosh on stocks. Is that true? Let’s find out.
Aluminium is now a buy; CCP down on results; MLD takeover; RIO results; owner-managed companies outperform; Pulled Pork SOL; the “wine selection” of iron ore blends; YAL drop on Glencore sale; where TK gets his news during reporting season.
Talking about the current market volatility, and whether or not we should wait it out and go to cash; we discuss recent articles talking about “investing” in tech stocks and crypto; deep dive on RIO; explain how the Bank Bill Swap Rate works; whether or not new investors should wait until the end of reporting season; getting back to the ‘Buy Follows Sell’ rule and how it applies to CBA; possible reasons why KRM has gone up and MQG has gone down; and the challenges in placing orders at market value.
We have two stocks to bring to your attention to this week. This recommendation is based on our analysis using data from Sunday 16 Jan 2022.