QAV #608 – Denial

Market and portfolio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew Forrest is insane in the membrane; Charlie is 99 and still doing LIVE Q&A for Daily Journal; Gurufocus v Stock Doctor data; AMP Results; WHC results; CGF – Annuities benefitting from Higher interest rates; QBE results; BNPL likely to be regulated as credit; Pulled pork RRL; How does TK plan to live off his portfolio; topping up when you’ve missed your Rule 1.

TK Journal 2020-11-19

Today I sold my holdings in Regis Resources (RRL) and used the proceeds to buy shares in The Reject Shop (TRS). I also noticed that Sandfire Resources (SFR) has fallen below it’s Sell line so it is removed from the Buy List. Update 05:20 PM Myer’s (MYR) share price...