In this episode of Virtually Live, Shannon Rivkin covers: Washington H. Soul Pattinson (SOL), Codan (CDA), Saudis accepting Yuan for Oil, Monadelphous (MND), PSC Insurance group (PSI), graphite, talga group (TLG), Black rock mining (BKT), Novonex (NVX), HOCHTIEF (HOT), and CIMIC (CIM).
In this week’s show
- 0:18 – General market update
- 3:43 – Q1: What are your thoughts around SOL and CDA?
- 7:46 – Q2: Read today that the Saudis are looking at accepting Yuan for Oil. What effects do you think this will have on world markets?
- 9:21 – Q3: Another question re MND Monadelphous. Do you think thinks will improve given your positive outlook on resources as they are exposed to this sector re supply of infrastructure.
- 11:01 – Q4: Can you look at PSI. It’s PSC Insurance group. I feel this is a good long term investment. What’s your opinion.
- 12:41 – Q5: I am interested in your thoughts on the current and future market for graphite, used in batteries e.g. for EVs, and the prospects for associated companies. Which (if any) of TLG, BKT, NVX seem attractive short-medium term plays to you (even if higher risk)?
- 15:06 – Q6: HOCHTIEF is making a $22 bid for CIMIC (ASX:CIM). I have 2k shares purchased at $20.40 what’s your opinion on holding or accepting the offer?
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.
