by cjr_qavamerica | Jun 27, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV America, Cameron gives a pulled pork on Precision Drilling Corp. (PDS) — a Canadian oil services company building high-tech, remotely operated, even walking oil rigs. Think Tesla, but for shale fields. They cover the company’s innovative rig tech, impressive cash generation, and resilience through past oil busts, while also addressing its debt risks and why the market might still be gun-shy. Plus: updates on the QAV dummy portfolio (up 33% YoY), a breakdown of top performers like Willis Lease Finance (WLFC) and Foreign Trade Bank of Latin America (BLX), and a Tesla sticker that sums up the state of modern car ownership.
by cjr_qavamerica | Jun 19, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of **QAV U.S.**, Cameron and Tony dive deep into Japanese financial conglomerate **ORIX Corp (NYSE: IX / TYO: 8591)**—a sprawling, Berkshire-like beast with operations in leasing, insurance, private equity, energy, real estate, and even a baseball team. They discuss ORIX’s intriguing scandal history in Australia, its global diversification, and the tax nightmares of investing in PFIC-designated ADRs for U.S. citizens. The episode also covers the broader Japanese market dynamics (like stocks trading under book value), crude oil’s re-entry as a buy, and the nuances of applying the QAV system to ADRs with foreign currency reporting. As always, the show blends solid financial analysis with historical trivia, sarcasm, and irreverent humour.
