QAV S04E05 – QAV THE MOVIE

QAV S04E05 – QAV THE MOVIE

On this episode: GME update; BNPL stocks to be regulated in the UK; Roger Montgomery says there’s no ASX bubble; Stock Doctor commodity pricing; NCK is TK’s Stock of the Week; our portfolio EOM report; VUK cashflow; investing based on commodity prices; if TK would use options; what TK would do if there were two stocks with with similar scores; and is a buy/sell activated if price crosses over the line intra-month?

QAV S04E05 – QAV THE MOVIE

QAV S04E01 – The Fudge Slope

In our first episode of 2021, we review our portfolio’s CY20 performance; margin loan rates; What TK does on a daily/weekly basis for managing his portfolio; relative QAV performance of large vs mid vs small cap companies; the ‘minimum’ amount of stock someone just getting started should buy; fudging ECX and VUK; whether or not we should rebalance every so often; Tony’s views on CSL; the recent drop in the prices of some gold miners; understanding the formula in column BK of the master checklist; why companies can have a quality score of >100%; and Stock Doctor problems regarding reporting of director holdings.

TK Journal 2020-12-04

Hi everyone, I am buying some shares in Sandfire Resources (SFR) for my own account. I did another SD download today as there were a few new company reports that occurred the week. Here is a summary of the changes since the last download: Virgin Money UK (VUK) was...
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