QAV S04E16 – The Gold Rush

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.

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...

TK Journal 2020-09-17

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...

TK Journal 2020-07-21

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...
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