SHOULD WE BUY FROM THE TOP OR BOTTOM OF THE LIST?

(Based on analysis done by our intern, Ryan…) There’s no difference from buying top down on the buy list to buying bottom up on the buy list, or little difference anyway. So we can put that one to bed. Which is kind of counterintuitive, because you think if the...

IS SUCCESS IN INVESTING JUST LUCK? 

In episode 626, someone suggested that success in investing is just luck?  Cameron: Somebody on TikTok was trying to convince me that success and investing is all about luck. How would you respond to that, Tony? Tony: Well, do you think it’s luck the stock...

YOUNG PEOPLE GETTING STARTED IN INVESTING

In episode 627, Alex (Tony’s daughter and an important member of the QAV team) asked a question from one of her 20-something friends.  Alex: I have a friend who wants to try investing. He’s getting a tax return back soon, and he’s decided to use some of...

DEBT, INTANGIBLES, AND THE POWER OF OPERATING CASH FLOW

  In episode 628, we were asked this question from listener Jon: “I have identified a handful of companies with a price to cash ratio below 6-7. What surprised me is that most of these companies have very high debt identified in the debt/equity ratios. Is...

ON DIVIDENDS AS A COMPONENT OF A PORTFOLIO’S RETURN

Episode 546: Cameron 34:40 Dave: “question for the show. I just noticed that large proportion dividends contribute to total return, around 60% for the dummy portfolio. For me it’s higher, nearly 80%. This surprised me as I’d always assumed capital...