by Cameron Reilly | Apr 20, 2021 | Investing Podcast, Podcast Episodes
This week we chat with Chris Stott, Chief Investment Officer at 1851 Capital and then get into our regular show, where we discuss the MRC collapse, the CAA takeover bid, Geoff Wilson’s LIC strategy, our SOTW (DSK), if MYR is close to a sell, DKM dropping off the buy list, directors transactions, IV2 challenger strategy, why research firms suspend coverage on stocks, using (ATR) average true range multiples to set trailing stops, current US valuations, and whether or not TRS as a recent positive upturn.
by Cameron Reilly | Nov 19, 2020 | Blog, TK-journal
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...
by Cameron Reilly | Sep 17, 2020 | Blog, TK-journal
Coronado GLB Resources (CRN) has been added to the Buy list with a QAV score of 0.12. This is the old Coronado Coal that we have had in the Dummy Portfolio before. It has recently gone through a capital raising which seems to be received well by the market. Sigma...
by Cameron Reilly | Aug 4, 2020 | Investing Podcast, Podcast Episodes
On this show we drink scotch and answer questions about sentiment, bad news, CCP’s Operating Cash Flow, the sell price for TRS and investing in borderline star stocks.
by Cameron Reilly | Jul 21, 2020 | Blog, TK-journal
I am starting to buy Aurelia Metals (AMI) for my own account. _______________________________________________________________________________________________________ There were a couple of articles today in the AFR about QAV Buy list companies. 1. TRS Morgan Stanley...
