In this week’s show
00:48 – Q1: RUL is under a takeover offer from Caterpillar at an offer price of $5. Yet the stock is trading consistently around $4.60-$4.65, I noticed that you have not considered this as an arbitrage opportunity. Is this because you see enhanced risks that this takeover might not eventuate. If this is the case, is this a sell rather than a hold?
05:02 – Q2: What is the position with Insignia Financial Ltd?
08:14 – Q3: CSL has continued to fall after its results. Do you think the time is right to buy?
