Qav Podcast

This week in the Club edition we’re talking about movements in Gold and Lithium prices, why Super Funds suck, why the ASX is in a “dead zone”, the big week of company reporting coming up, our Stockopedia trial, a pulled pork on KSL, URW selling down US malls, RIO in recycling push, technical indicators, and what TK thinks about companies with lots of shares held in escrow.

Cameron’s powers of prediction, FMG’s divorce, Bond payouts, what is a RINO, new QAV 3PTL sell alerts, do we get rid of 2BL / JOSEPHINE, Ryan's analysis on 0.1 and ADT levels, Pulled Pork on LAU, the HOPE model, BRB / RMS takeover, sell-side vs buy-side analysts.

LAU is a the new Michael Jordan; selling MQG; URW updates; wheat price confusion; club member results; pulled pork on NZM; investing in companies with high levels of debt or intangibles.

It’s the end of FY23 and we reveal the QAV portfolio performance as well as our personal portfolio performance and discuss the performance of some QAV Club members. We also take a question from Alex about how young people might get started in investing, discuss the Dogs of the Dow, a pulled pork on URW, and potential changes to Rule 1.

On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yesterday - we don’t know why, but discuss whether or not there are any Rule 1 fudges.

On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yesterday - we don’t know why, but discuss whether or not there are any Rule 1 fudges.

On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yesterday - we don’t know why, but discuss whether or not there are any Rule 1 fudges.

While we waited for the RBA to raise rates yet again, TK talks about whether or not rates are the solution; builders going bust; ideas for what to do with our portfolio cash; the resignation of the Myer CEO; will DIY investors stay in the market; Navexa reporting issues; CGT positions; a pulled pork on AFG; the buy status of WDS and HZN; and waiting to see what happens with crude oil.

US debt ceiling hits the AORD; Doug Tynan uses A Checklist; Brettalator problems; Apollo is now THL; Using GPT to find companies with a qualified audit; Portfolio updates; Pulled pork on FPR; a refresher on operating cashflow v free cash flow; the correlation between VEA’s share price and crude oil.

This week we discuss the rough week in the AORD, with lots of sell and not much to buy; Commodity updates; sudden drops by CLX and ALO; tips on investing from Morgan Housel, author of The Psychology of Money, and a pulled pork on FHE.

On this episode we talk about interest rate fears continuing to affect the market, PRN’s exposure to commodities, Buffett’s comments on The Intelligent Investor, thoughts about removing Josephines from the buy list, Don Bradman and investing, the Allkem (AKE) merger, a Pulled Pork on QBE, TK’s history with commodity sells, buying banks stocks, value investing article in the AFR, block/brick sizes were used in the Renko tests, does Tony ever check the stocks he holds against what their current QAV Value shows, Tony’s investment in FHE, the new Brettalator, and banks profits vis-a-vis interest rates.

On this episode we got so carried away talking about the highlights of the 2023 Berkshire Hathaway AGM, the OML drop, HotCopper pump and dumper gets prison, Light portfolios beating the benchmark, review the “The Lowest PE” rules, QAN replacing its CEO, NAB getting sold off, pulled pork on PLS, the latest RBA rate rise, the Federal budget, and reviewing the “Buy follows Sell line” and the “Latest Buy Line”, that we ran out of time for questions.

Tony is on his way back from Toronto, so I decided to have a chat about investing with the second smartest intelligence I know - ChatGPT. 

Live from Toronto, we talk about the portfolio's recent performance, steel is now a sell, pulled pork on NAB, share investing vs share trading for tax purposes, update on Renko charts, and the new Brettalator update.

Our guest on this pre-recorded short episode is Simon Shepherd from The Investment Newsletter Group. They conduct detailed stock by stock, newsletter by newsletter tracking of many of the top buy recommendations from Australian investing newsletter - a worthy service. Find out more at: https://www.tinglive.com.au

Our guest on this pre-recorded short episode is Simon Shepherd from The Investment Newsletter Group. They conduct detailed stock by stock, newsletter by newsletter tracking of many of the top buy recommendations from Australian investing newsletter - a worthy service. Find out more at: https://www.tinglive.com.au

A short show today as TK is in totally Viva La Vegas and we didn’t have many questions. Portfolio & commodity updates; ALO acquisition; ETF update; pulled pork on RMS; and insights into URW.

Today our guest is Co-Founder and Managing Director of the company that produces Stock Doctor - Tim Lincoln. Tim co-founded the company in 1991 with his father Dr. Merv Lincoln and Stock Doctor was launched 6 years later, in 1997. Today, Tim has grown a highly successful financial technology and investment business that includes a growing team of 40 finance professional, thousands of long-term Stock Doctor members and over $800 million invested in their three industry leading Australian and US managed funds.

Lots of selling, not much to buy; The MAXIMS of QAV; RMS makes takeover offer yesterday for BRB; Bank Hybrids wiped out in UBS takeover of Credit Suisse; Banks and trust; Pulled pork : Ooh Media (OML); update on heavy mineral sands products; what to do when you have a commodity sell, but the day you’re going to sell it, the price is going up; the size and danger of ETFs; insights on the lithium/battery market; diversification with corporate bonds; South African corruption.

Black Monday in the bond market points to pain ahead; the impact of the SVB Collapse; Comms update; S32 - sell or not?; RBA lifts rates to 3.6%; Brett Fisher on Renko charts; Pulled Pork: SRX; using TTM for Op. cashflow; ZIM and its capital return.