QAV S04E27 — The Mystery of The Reducing Scores

This week we dis­cuss our EOFY result (48%); decide to sell VUK again; MYR and Sol­ly Lew; SOTW is GRR; the Sell price for BCN; con­trar­i­an investor Michael O’Higgins’s ‘Dogs of the Dow’ strat­e­gy; Dun­can and The Mys­tery of The Reduc­ing Scores; the Cop­per and Coal com­mod­i­ty prices; the chart for SUL; how to under­stand IMA’s mar­ket depth report; Magellan’s inten­tion to tran­si­tion its High Con­vic­tion Trust list­ed invest­ment com­pa­ny into an active exchange-trad­ed fund; would apply 3PTL to a chart giv­en the effect of a con­sol­i­da­tion like for COG; and the sell lines for banks.

QAV S03E51 — Bunny Boilers

This week we talk about invest­ing with your Spock brain instead of your McCoy brain, why Tony’s Stock of the Week is SFR, why CAA might ben­e­fit from ris­ing alu­mini­um prices, how to regres­sion test return on equi­ty, chart­ing the 3PTL lines for LYL, CCV, DKM, RXP, and SUL, and Tony’s Mel­bourne Cup tip!

TK Journal 2020-09-07

TK’s check­list from 2020-09-07 Note from Cameron: Tony sent me this list on 7/9 and I haven’t had a chance to proof them yet, so I’m post­ing them up here before they get too old. Please do your own num­bers. I’m doing my own down­load today. I insert­ed Ova­to (OVT)...
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