In this episode of Virtually Live, Shannon Rivkin covers Westpac (WBC), Metcash, share buybacks, lockdowns, Kogan (KGN), Bank of Queensland (BOQ), Coles Group (COL), A2 Milk (A2M), Webcentral (WCG) and 5G Networks (5G).
In this week’s show
- 0:33 – Q1: Do you believe Westpac (WBC) will have a share buyback this year? Is it worth picking up Metcash again as they still have a lot of excess franking credits? And are there any other companies that have a share buyback?
- 4:02 – Q2: In view of current lockdowns, what is your opinion on Kogan (KGN)?
- 5:55 – Q3: What percentage of your portfolio do you think would be prudent to be holding cash, ready to buy back into corrections or dips?
- 8:19 – Q4: I would like your opinion on whether to hold or sell Bank of Queensland (BOQ) & Coles Group (COL)?
- 11:28 – Q5: What effect if any will the extended lockdown in Sydney have on the upcoming reporting session?
- 13:50 – Q6: Can I have your thoughts on A2M? 11% down in the last 5 days with no news – good entry point?
- 16:32 – Q7: I am wondering if I should continue to stay in the Westpac class action or elect to withdraw from it?
- 18:37 – Q8: What is your take on the merge between Webcentral (WCG) and 5G Networks (5G)?
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.
