In this episode of Virtually Live, Shannon Rivkin covers: Ramsay Healthcare (RHC), Arovella Therapeutics (ARA), Magellan Financial (MFG), and Grange Resources (GRR).
In this week’s show
- 0:18 – General market update
- 1:46 – Q1: I am wondering what your thoughts are on RHC? For some time they have been a solid company and a great performer. I think there was a takeover which didn’t proceed last year and as a result the stock was heavily sold off in early September. Where do they stand now?
- 4:47 – Q2: Does the team at Rivkin ever have any opinion on speculative or biotech stocks? Have you ever thought about starting a new speculative portfolio? I am heavily invested in Arovella Therapeutics (ARA) and I’m wondering if you have ever looked at them?
- 9:22 – Q3: I am a long term holder of Magellan Financial (MFG) Do you think they can recover? I’m wondering if should I cut my losses and get out, or, ride out the storm (assuming there is a chance of recovery), what are your thoughts?
- 12:31 – Q4: Can you please give us your thoughts on GRR, as it is close to its yearly low?
Listen to the audio version
