In this episode of Virtually Live, Shannon Rivkin covers: Dicker Data (DDR), Vonex Ltd (VN8), Field Solutions (FSG), Oz Minerals (OZL),, Silicon Valley Bank (SVB), Bank selloff, and the difference between core inflation, & headline inflation.
In this week’s show
- 0:18 – General market update
- 4:49 – Q1: Both DDR and VN8 (both tech stocks) have had some big sellofs as most in the tech sector have, and are about 1/2 what they would have normally been. Would you see it as a good time to buy/get in? While we are at it, why not throw FSG into the list too?
- 11:40 – Q2: at what date is the payment due from bhp for the takeover of the oz shares?
- 12:14 – Q3: The banks appear to be suffering from the selloff in the US caused by the collapse of SVB and others. Is this a justified selloff or is it an over reaction. Is this a buying opportunity for the banks or is it too early to make that call?
- 16:07 – Q4: I am not an economist – so could you mention what is difference between core prices/inflation, & headline prices/inflation ?
Listen to the audio version
