Business
We talk about AIS starting to get coverage, the COG chart (again), our stock tip performance, our portfolio update, Charlie Munger speaking at Sohn Hearts & Minds, the SXL chart, the ASX200 average Price:CashFlow, lumber is a 3PTL buy, changes to the checklist, copper is a buy again, and SFR is our Stock Of The Week. In the Club episode: platinum is a buy again, Tony sold HLS and bought NAB, WGX is back on the list, IKW is off the list, precious metals forecasting, regression testing on Tony’s portfolio, finding a sell line for stock that don't have 5 years of price history, the process of price setting on the ASX prior to the opening time, and how Stock Doctor calculate their sell prices.