
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
More episodes of QAV Investing Podcast (Free Edition)
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- Big River, Big Comeback (BRI): QAV AU #921 · May 26, 2026 · 19 min
- JUST THE TIP: QAV AU #920 · May 20, 2026 · 23 min
- QAV AU 919 — THE NACHO TRADE · May 13, 2026 · 25 min
- Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918 · May 6, 2026 · 34 min
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