Lumpy Payback — QAV AU 915

Lumpy Payback — QAV AU 915

From QAV Investing Podcast (Free Edition) by Tony Kynaston & Cameron Reilly

April 15, 2026 · 36 min

About this episode

The episode discusses the impact of geopolitical events on the ASX, analyzes Peet (PPC), and highlights a Stock Doctor alert on dividend stocks.

This week we dig into the chaos of Trump's Strait of Hormuz oil blockade, and why the ASX is shrugging off the end of the world. Tony does a Pulled Pork on Perth property developer Peet (PPC) — a 130-year-old land syndicator with a Goldman Sachs-driven strategic review swirling around it — and we get a Stock Doctor data alert affecting 100+ dividend-paying stocks that every QAV investor needs to know about. After hours: Rory McIlroy at Augusta, John Candy, Otis Redding, and mangrove seeds.

Topics covered

  • Trump's Strait of Hormuz oil blockade
  • ASX market response
  • Peet (PPC)
  • dividend-paying stocks
  • Rory McIlroy
  • John Candy
  • Otis Redding
  • mangrove seeds

Keywords

  • investing
  • property development
  • stock market
  • dividends

Mentioned in this episode

Products: Peet (PPC), Stock Doctor

Books & works: a Pulled Pork

Places: Strait of Hormuz, Perth

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