In this episode of Virtually Live, Shannon Rivkin covers: Qoria (QOR), Dicker Data (DDR), Macquarie Technology (MAQ), and more.
05:43 – Q1: I am looking to retire now at my age of 61. I am comfortable in the sharemarketand was wondering what mix of exposure I should retain over the next 12 months with my retail Superannuation Investment Fund. As an example, with the Australian and International share funds market, which asset do you feel will outperform. I do hold 10% allocation in cash. I reduced my International share market allocation with an anticipation of a higher AUD dollar but the value of this asset value has increased even with a higher dollar. With the emerging AI companies will they begin to dominate the International share funds?
16:06 – Q2: I’m interested in your thoughts on Qoria (QOR).
19:18 – Q3: Have you guys done much work on AI? Which ASX stocks have the largest exposure to the AI revolution that we are currently embarking on? Also, can I please have your opinion on Macquarie technology and Dicker data?