Transcript for QAV #448.
This week we talk about the market’s reaction to Omicron, the new AF worksheet, builders collapsing, Howard Mark’s latest memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the current market and wait for things to improve.
In the club edition, we also talk about why we’re not buying into ETFs and LICs, what TK thinks about swapping winners for something that is on the buy list, and if we should sell any share that has a 10% drop at any time, regardless of buy price.
And, of course, The Beatles.
We have two stocks to bring to your attention to this week. This recommendation is based on Tony’s analysis using data from Sunday, 28 Nov 2021.