In this episode of Virtually Live, Shannon Rivkin covers Oz Minerals (OZL), Wesfarmers (WES), New Hope Coal (NHC), Ecograf (EGR), Archer Materials (AXE), A2 Milk Company (A2M), AGL Energy (AGL), Spirit Technology Solutions (ST1), NX1, and Navigator Global Investments (NGI).
In this week’s show
- 1:18 – Q1: Oz Minerals (OZL) recently moved out of the Growth Portfolio. Is it still worth holding or should we follow the recommendation?
- 3:46 – Q2: Just wondering your thoughts on Wesfarmers as a reasonably conservative way to play the electric vehicle/battery industry?
- 6:01 – Q3: What is the coal price doing and should I let New Hope Coal (NHC) run or sell out now if I don’t want to hold long term?
- 8:39 – Q4: Do you have any info on EGR? What are your thoughts on AXE?
- 13:52 – Q5: What are your thoughts about A2M?
- 16:47 – Q6: Could you please comment on AGLs current predicament? Is it a good long-term hold? Could you please also comment on ST1, NX1, and NGI as potential investments?
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.
