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Calgary is about 1,476,598 people with the second-youngest median age in Canada... The urban scene has been heating up the past 4 years thanks to shows like 10@10, Feedback Friday, Vibe n Out, One Big Jam and more... Y-YYC? is dedicated to offer you bite size insight on the talent shaping Calgary's Urban Identity. Please tell us what you think in the comments ~ feel free to download and share if you enjoy em! By YYC Records
 
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We are very excited today to have Kien Trinh, the Head of Research from Lincoln Indicators (the company behind Stock Doctor) on our show! Kien talked to us about why Stock Doctor is such a powerful tool for serious investors. And check out the new promotion to save you money on your Stock Doctor subscription below! Username Password * function mepr…
 
Tony refines what he means by “the highest peak”; Steve Mabb explains his recent 3PTL experiment; how Tony would invest an influx of cash; selling GEAR and buying ECX; and running through TK’s journal entries for the week. In overtime we discuss Japanese knives, David Lee Roth, Charlie Brown, Kill Bill and other stuff unrelated to investing. Userna…
 
Should we buy stocks on our buy list from the Top Down or the Bottom Up? That’s the question we try to answer this week. Apart from that, we’re delving into some questions of my own about TK’s checklist, as well as listener questions about NTD, FMG, CCP and, in overtime (that’s what I’m calling the QAV Club section now), Tony walks us through how h…
 
This week’s episode contains extra investing fudge! We discuss Wilshire GDP / Shiller PE / CAPE ratios, what red flags to look for in company reports, how to score a New 3pt Upturn, Shortman, Warren Buffett’s secret, and Tony discusses some of the latest companies that he has evaluated. Username Password * function mepr_base64_decode(encodedData) {…
 
Michael Goldberg, one of the principals and founders of Collins St Value Fund, was kind enough to talk to us for 90 minutes yesterday about how CSVF became one of the best performing funds in Australia, achieving a 13.5 percent return in 2019-20 compared with the ASX 200 Index which was down 7.7 percent. Username Password * function mepr_base64_dec…
 
Questions this week about NWS; Buffett buying into Barrick Gold; what a stapled security is; what Tony’s worst returning year was; whether or not we can invest in Apollo (ATL) again; and Tony’s general process during the reporting period. Then we review Tony’s recent journal updates about BFG, ADH, 8IH, HJPN and MAH. Username Password * function me…
 
Questions this week include how Tony uses the “most undervalued ASX20 stock” strategy; whether or not ATS being a Schrodinger makes it a sell; and 3PTL help on KCN, GGUS and FMG. We also discuss Tony’s recent journal entries, Sam Elliott’s mustache, Allison Janney the horse, Hamilton the Musical, and Tony’s Rain Man-esque memory for details. Userna…
 
On this show we drink scotch and answer questions about sentiment, bad news, CCP’s Operating Cash Flow, the sell price for TRS and investing in borderline star stocks. Username Password * function mepr_base64_decode(encodedData) { var decodeUTF8string = function(str) { // Going backwards: from bytestream, to percent-encoding, to original string. re…
 
We chat about a couple of recent articles (see below) and then talk about Tony’s recent alerts involving LYL and KCN. Next we run AMI through the QAV Checklist and answer some questions about why the “buy list” is so large and whether or not we should/could shorten it using Stock Doctor filters. Feeling uncomfortable can help to unlock value Large …
 
Another 90 minute Club episode this week! Investor, “unemployed shoe salesman” and new board member of The Australian Shareholders Association, Steven Mabb, joins us to talk about the value that the ASA brings to retail shareholders and tries to sell Tony on becoming a member. Then we get into this week’s questions, including how long Tony waits be…
 
On this episode we talk about why we are not trying to compete with APT investors; Tony’s recent stock buys and analysis; how he uses his “watch list” and why we’ve changed its name to the “buy list”; we we’re still manually calculating the price-to-cash ratio instead of using Stock Doctor’s figure; improved wording on how to draw a three point tre…
 
Tony's stock broker of 25+ years, Alex Hay, a partner at broking firm EL&C Baillieu, joins us again today to talk about the different kinds of buy & sell orders and how to use them. Outside of that, Tony and I also talk about our dummy portfolio, which made it back into the black, and some excel formula errors we've picked up recently in the checkl…
 
On this Q&A episode, TK answers questions about whether stocks that have been bought in an Up trend perform better than those bought after a break out from a Down Trend, about the relative importance of market depth for LYL, whether or not profit taking makes any sense, how he uses the the 52 week high AFR list, HUG lines, the three point trend lin…
 
TK talks me through how to re-evaluate the watchlist when we are ready to buy something and then we answer your questions about the recently added Stock Doctor filters (SDMax, Financial Health Trend, etc), the GEAR buy last week, how much time Tony spends on his portfolio each day and the pros and cons of having a portfolio of only 10 stocks instea…
 
This week we have a 100 minute premium episode answering all of your excellent questions about subjects such as: - banks and sentiment- AQG / SSR merger- Stanmore Coal acquisition offer- Buying more when the price drops below the buy line- Using a 5 yr/weekly chart to help fine tune your trend lines- using the checklist to score LICs- holding back …
 
We talk about the recent Berkshire Hathaway AGM, Tony "muses" about buying NAB without waiting for positive sentiment (shock! horror!), discusses some new theories about using Stock Doctor filters, and then he answers a ton of your questions about - pyramiding - whether or not Tony ever sets a margin where he always cashes in the profit - how to ca…
 
Today we answer your questions about why we're buying back into the market even though Tony has doubts over the recovery - how we account for the quality of management in our analysis - how much attention Tony pays to volume of shares traded - Stock Doctor's "Price to Cashflow" and "Price to NTA" filters - how to calculate three-point trend line se…
 
How are Australia's two million small businesses coping with the lockdown? Is the government stimulus helping? What will happen to them on the other side of the crisis? To help us get our heads around these questions, we're joined today by Kane Kelfkens, owner of The Family Jewels, a jewellery business with several outlets in Sydney.Then we answer …
 
Tony thinks the market is going through the "five stages of grief" and we debate which stage we are up to. He also talks about the "Coppock Curve" which suggests markets, like people, go through periods of mourning. Then we answer some of your questions about: the best way to set up a profile to trade, comparing full-service brokers to low-cost DIY…
 
While Friday brought a dead cat bounce, Tony thinks the correction is just getting started. He says we're yet to see the impact of the coming credit crunch. We answer a question about whether or not Tony invests for the purpose of living off the dividend income, and in our club edition we analyse Macmahon Holdings (MAH) just for practice. As I say …
 
“Be fearful when others are greedy and greedy when others are fearful.” - Warren BuffettYes, the market is in freefall - but that's great for disciplined value investors. As Tony explains on this week's episode, large market downturns happen once every five-seven years, and it's in the rebounds that the best investors make big moves. He talks more …
 
Tony talks about the UNV offer and why we sold it last week and CSV's recent acquisition, which took it out of our portfolio. To answer a question from QAV Club member Nick B, we also talk more about when and why Tony will exit a stock. Our Stock Of The Week is AQG, Alacer Gold. And then, we watch in amusement as the ASK dives while we are recordin…
 
​Steven Mabb is our guest on the show today. He's a recent QAV Club subscriber but has been a full time investor for the last couple of years, since exiting a very successful footwear business.He and Tony compare notes about investing in International ETFs, why buying stock #201 is a good strategy, neobanks, shareholder associations, and cheap brok…
 
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