US inflation drives the ASX down; Wheat is a Josephine; Portfolio is up 16.14%; DP recent trades; Tony’s three life lessons; Ray Dalio existing Bridgewater; Aussie CEOs denying reality; QAN profit; Super changes; Berkshire Report; Mortgage rate drop to 6.45%; pulled pork on COH; CCP results; is QAV a zero sum game; WHC shareholders; XTE's results.

QAV 608 CLUB Cameron 00:06 Welcome back to QAV, TK. This is episode 608. We’re recording on the 21st of February 2023. It’s a lovely Tuesday in Brisbane, a little bit grey in the skies, a little bit cooler than it has been of late. How’s the weather down at Cape Schanck, TK? Tony 00:23 […]

Market and portfolio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew Forrest is insane in the membrane; Charlie is 99 and still doing LIVE Q&A for Daily Journal; Gurufocus v Stock Doctor data; AMP Results; WHC results; CGF - Annuities benefitting from Higher interest rates; QBE results; BNPL likely to be regulated as credit; Pulled pork RRL; How does TK plan to live off his portfolio; topping up when you’ve missed your Rule 1.

Portfolio updates; Market’s had a rough week; Thermal Coal Sell line; CDM shouldn’t be on the buy list; Yields rose as Lowe, traders lunched; RBA raises rates; Seven in potential merger with HT&E; Elon Musk sat with Rupert Murdoch at the Superbowl; Pulled Pork is FBU; U.S. v AUS short-term capital gains; why TK holds FHE; what criteria Tony follows to justify adding to an existing position; Where we are currently in terms of Dow Theory; MEA buyback announcement

Portfolio Updates, commodity updates , NCM takeover, WHC coal breakdown, RBA to lift rates, the FOMO rally, Pulled Pork on NCK, R1 trigger on commodities, a tighter sell line for MYR, What time of day does TK buy and sell, fudging AMP’s sell line, penny stocks and Rule 1, WDS commodity breakdown, and After Hours (which you don’t have to listen to if you don’t want to!).

QAV 605 CLUB Recorded Tuesday 31 Jan, 2023 Cameron  00:06 Welcome back to QAV, everybody. This is episode 605. We’re recording this on the 31st of January 2023. How are you, TK? Tony  00:16 I’m okay. I’m recovering. In recovery mode. Cameron  00:20 You’re in recovery, not just from alcohol, but from COVID. Tony  00:25 […]

Dummy Portfolio slipped a bit thanks to coal; Chanticleer and the Chook Super Fund; FMG result; ADANI and activist investors; pulled pork on CMM

Portfolio updates; Feedback on Fees; RIP David Hains; Member results; retailers results due to inflation; Pulled Pork SEQ; Is NGI a LIC; using your own rate of interest; Ethical Investing; When to sell; Increasing Investing.

Updates on commodities and our portfolios; Collins St Value Fund performance vs the DP; FMG has 2 finance departures; Mortgage rate survey now 6.5%; Magic Millions horse sales setting new record; QAVvers and fees saved; confession season; the lithium lovers are alive and kicking; using a home loan redraw; Terracom’s (TER) involvement in the investigation into potential fraud; CRN CEO’s retirement; Is TK fully invested? Pulled Pork this week is Seven West Media (SWM).

QAV 602 CLUB Mon, Jan 16, 2023 1:35PM • 1:14:44 Cameron  00:06 Welcome back to QAV. This is season six, for some reason. Year four, season six, episode two, and it’s our first real episode for 2023. Happy New Year, TK. Tony  00:25 Happy New Year, Cam. Cameron  00:28 It’s been a month since we’ve […]