In this episode of Virtually Live, Shannon Rivkin covers: Cobalt Blue (COB), how to extract lease obligations from a company's debt Qualitas Real Estate Income Fund (QRI) trading under NTA, and real estate income trusts.
In this week’s show
- 0:20 – General market update
- 3:27 – Q1: I would appreciate your thoughts on Cobalt Blue (ASX:COB) and any other ASX listed companies that have a substantial interest in Cobalt
- 8:18 – Q2: Could you please throw some light on, how to extract lease obligations from a company’s debt. Is there a simple way of extracting the actual debt to equity percentage?
- 10:05 – Q3: QRI has been in a downtrend and even trading under NTA. As this is my first investment in a real estate income trust, have I missed some specific macro or other factors specific to this type of income trust to explain the current situation?
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.
