Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC Net Asset Backing; Is Copper a buy; Is TK fully invested currently or still being cautious; the longest period of under performance TK has experienced. #qav
https://t.co/V3pinRh16F
Aluminium is now a buy; CCP down on results; MLD takeover; RIO results; owner-managed companies outperform; Pulled Pork SOL; the “wine selection” of iron ore blends; YAL drop on Glencore sale; where TK gets his news during reporting season. #qav
https://t.co/gjQgS7k4T0
MYR and LAU warnings, replacing GAP with GWR, CAA upgrade to guidance, our stocks of the week (FEX, GMA), our best portfolio stocks for the week, the world’s second tallest building is a warning sign, and CGF’s business model.
https://t.co/1v6UmDuQSt
We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a buy, whether or not BHP is an iron ore or a copper company, Nufarm chemicals, and Magellan’s woes.
https://t.co/WYrpcmxdRU
This week we chat about MYR (Tony’s pulled pork), MHJ (our small cap stock of the week), live cattle futures, FMG as a challenger buy, ATL’s price increase, MWY back on the list, selling off the banks, using Sparklines and Excel’s STOCKHISTORY and more.
https://t.co/PGQrlFnabv
This week we have some big news, talk about $COG, $ASX cash flow, recent regression testing on selling when the QAV score hits 0.5 $MYE’s falling QAV score, the sell line for $CDD, the buy line for $CAA, how Tony treats REITs. And more.
https://t.co/vdKOh5p2KG
This week we pull the pork on EHL, and talk about JBH, QBE, copper, AMP, Warren Buffett’s goat, URW, SWM, HUM, RMS, BHP, ASX, BFG, MIL, ASB, MHJ, we chat with young investor Lachie Duncan, and answer a bunch of your questions.
https://t.co/pKRoyTWfVJ
We’ve had a couple of questions about $ASX ’s cash flow. It has a weird entry of nearly $4.9 billion of operating cash flow that Tony doesn’t understand. Something called a “reverse purchase agreement”. It’s all financial gobbledygook.
$RMS is getting close to a sell. Tony has an alert set for $1.46. It hasn’t reported yet. It’s a gold miner and the gold commodity price is also getting close to its sell 3PTL.
A journalist who studied Buffett’s method of investing determined that the secret to being a great investor is to find a good company and then wait for the CEO to sleep with a goat. When the share price takes a hit, you buy it (the company, not the goat).