Virtually Live: 2nd March 2022

Last update - 2 March 2022 By Rivkin

In this episode of Virtually Live, Shannon Rivkin covers: Link Administration Holdings (LNK), Ansell (ANN), the Russia/Ukraine conflict, Zip (Z1P), and Sezzle (SZL).

In this week’s show

  • 0:18 – General market update
  • 3:18 – Q1: LNK’s price keeps drifting down and the potential gain is now close to 10% so provided there are no new negatives to the takeover it seems a very good buy. Do you agree?
  • 5:11 – Q2: Ansell’s share price has fallen significantly since mid last year. Would you please explain why and is this a buying opportunity?
  • 10:06 – Q3:  What do you think the current Russia/Ukraine conflict has on the outlook for the uranium stocks you’ve been bullish on? I’ve noticed some strength in the sector in the last week
  • 13:26 – Q4:  What’s your view of the deal between Zip (Z1P) and Sezzle (SZL)? Is there any opportunity here?

 

 

Listen to the audio version

 

New Educational Videos

Members should also watch out for the first of a new series of educational videos that Rivkin plans on producing. These videos will be 3 to-6 minutes in length. We don’t want to inundate members with emails, so you can opt in to receive emails when they are released or you can simply see them on the website. The first one is discussing the opening and closing rotations on the ASX and can be found through HERE.

Rivkin does not take into account your or anyone else’s personal situation in their market and stock commentary. Please keep this in mind when you are taking buy and sell decisions about any of these stocks that are mentioned in our Virtually Lives.

Video Transcript (click anywhere to play)

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