In this episode of Virtually Live, Shannon Rivkin covers Telstra (TLS), Sydney Airport (SYD), QUBE Holdings Limited (QUB), ETFs, Metcash (MTS), and Santos Limited (STO).
In this week’s show
- 0:22 – general market update
- 0:47 – Q1: Is TLS a good long-term investment given the separation into separate saleable businesses?
- 3:40 – Q2: As a holder of Sydney Airport and the likely extended period for the current takeover to play out, should one hold or exit?
- 8:37 – Q3: I would be interested in your view on whether I should continue to hold or lighten somewhat on QUB. Seems overvalued to me currently.
- 10:30 – Q4: I would like some guidance as to finding a long-term investment for my granddaughter. Is there an ETF on the ASX that follows the broader market with reinvesting options?
- 13:11 – Q5: How will the price rise of Metcash affect the event strategy?
- 15:53 – Q6: I’ve noticed in the last month that despite the oil price rising, STO’s share price has been retreating. What are your thoughts on STO for the medium term?
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.
