In this episode of Virtually Live, Shannon Rivkin covers: United Malt Group (UMG), Crown Hybrids (CWNHB), Nab Capital Notes (NABPF), Westpac Capital Notes (WBCPI), betashares Western Australia Bond (BNDS), the CBA Class Action (CBA), Ramsay (RHC), KKR & Co (KKR), Temple & Webster (TPW), and the tourism sector.
In this week’s show
- 0:18 – General market update
- 1:03 – Q1: I’ve recently inherited some shares, hybrids, and a bond fund. As there would be a large capital gains tax payable if the shares were sold, I intend on holding most of them for the attractive yield. However, I’d appreciate your views regards holding or selling UMG and your views in regards to holding or selling the hybrids (CWNHB, NABPF, WBCPI) and the bond fund (BNDS). Thanks!
- 5:33 – Q2: Can you please provide some guidelines about signing up to the CBA Class Action in the Federal Court. I am eligible to be involved in this Class Action but am concerned of any implications. Can you please also provide some commentary on the Ramsay (RHC) takeover and recent news of KKR’s intentions of divesting interest in RHC’s property assets?
- 8:00 – Q3: I read the update from Temple & Webster that looked very positive but the stock dropped. I know you like the stock long-term – what did you make of the sell-off?
- 10:37 – Q4: What do you make of the tourism sector now that people are travelling and airports are packed again?
Listen to the audio version
