QAV S05E12 – Goin Fishin

AMI bad news; Navexa and CAGR; Stocks of the week; Santos’ big discovery; Max Walsh RIP; Twiggy’s perpetual train; BPNL bloodbath; ABA pulled pork; how to understand yield curve inversion; the psychology of investing; ECX and petrol prices; How does TK manage his portfolio when he’s on holidays?

TK Journal 2020-11-12

I ran another download this morning as Macquarie Group’s (MQG) figures are now in Stock Doctor following their latest results. Also, Qantas (QAN) had breached its Buy line. However, after running the download, both of these companies have a price to operating cash...

TK Journal 2020-08-21

NOTE: Cameron hasn’t checked all of these yet, so proceed with caution. I’m not sure if we have covered Shriro Holdings (SHM) before, but they are now coming up as a buy with a QAV score of 0.34....
What? A free weekly investing newsletter? Oh yes please.

Every Monday we publish a newsletter with updates on our podcast and portfolio activity. Sign up now to get your copy completely free!