In this episode of Virtually Live, Shannon Rivkin covers: McMillan Shakespeare (MMS), Global Data Centre Group (GDC), Avjennings (AVJ) and more.
14:14 – Q1:I would like your thoughts on MMS McMillan Shakespeare it pays a good dividend, but do you think it is safe company to invest?
16:37 – Q2:Just wondering what ramifications, you see locally from China banning the import of USA LNG. Are there positive implications for the likes of Woodside and Santos?
19:23 – Q3:I have recently read a little bit about investing in Subordinated Debt but am not yet confident enough to go ahead with investing. I would greatly appreciate any comments you may have.
24:25 – Q4:Do you have any updates on the timeline and payout for Global Data Centre Group (GDC)?
30:29 – Q5:Given the current market volatility are there get out clauses included in the recent takeover recommendations for AVJ and TRS? What are your thoughts on this as they now offer even better value right now (Tuesday morning) provided the takeovers proceed.