Virtually Live: 23rd August 2023 - The Rivkin Report

In this week’s show

03:13 – Q1:What is your view on HGO and AIS?

06:42 – Q2: I’m just interested in your thoughts in general regarding the market and its prospects for the rest of the year? I’m currently 70% in cash because my view on the broader market and global economic conditions isn’t positive – I’ve tried to pick individual stocks and sectors with the other 30%. Individual macro and company stories aside, what’s your best guess on roughly where the market will land on 31 Dec (currently close to 7,400 points)?

11:24 – Q3: What are your thoughts on JBH. is it worth holding onto?

13:40 – Q4: I hold about 15% of my portfolio in gold tracking ETFs and I am looking to increase my holding. Can you provide your thoughts on my portfolio weighting and your outlook for the future of gold?

15:56 – Q5:You keep advising LNK sum of the parts valuation is higher than the current share price. What is your sum of the parts valuation?

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