In this week's question-packed Virtually Live, Shannon Rivkin provides insight into Cochlear Limited's (COH) SPP, Premier Investments Limited's (PMV) restructure, Qube (QUB), NuFarm's capital notes along with hybrids in general. Shannon also covers Woodside Petroleum (WPL), Boral Limited (BLD), InvoCare Limited (IVC), Carsales.com (CAR), Pilbara Minerals Ltd (PLS), Windlab (WND). In addition to these stocks, Shannon provides some insight into The Blue Chip Strategy and ex-entitlement offers.
In this week’s show
- 0:40 – Q1: Can you please comment on Cochlear Limited (COH) SPP?
- 4:57 – Q2: What are your thoughts on the restructure of Premier Investments Limited (PMV)??
- 9:15 – Q3: Just wondering your thoughts long term on Qube (QUB)
- 12:56 – Q4: How fast are the hybrids we hold in the income portfolio going to retrace their steps back to around nominal face value?
- 17:04 – Q5: What are your thoughts on Nufarm Notes – NFNG?
- 18:42 – Q6A: Could you give your opinion on Woodside Petroleum (WPL)?
- 20:58 – Q6B: Could you give your opinion on Boral Limited (BLD)?
- 22:06 – Q6C: Could you give your opinion InvoCare Limited (IVC)?
- 23:20 – Q6D: Could you give your opinion on Carsales.com (CAR)?
- 24:25 – Q6E: Could you give your opinion on Pilbara Minerals Ltd (PLS)?
- 26:40 – Q7: Should I increase my Windlab (WND) holding?
- 28:43 – Q8: Can you help me understand when I can buy a stock before it goes ex entitlement?
- 31:58 – Q9: Regarding the blue chip strategy, can you comment on the rationale of selling down five stocks showing capital losses of between 21 and 48% to pick up five new blue chip stocks given the volatility of the current period?
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 keep this in mind when you are taking buy and sell decisions about any of these stocks that is mentioned in our Virtually Lives.
