In this episode of Virtually Live, Shannon Rivkin covers: Bega Cheese (BGA), BHP Group (BHP), Whitehaven Coal (WHC) and more.
03:56 – Q2:Is now the time to sell equities given the new conflict between Israel & Hamas?
07:20 – Q3: There is lots of news about the slowdown and weaker-than-expected growth in China, BHP, and other miners seem to be holding up well, what are your thoughts?
09:43 – Q4: What are your thoughts on the recent rally in uranium stocks, prices have dipped lately, is this a good time to get in?
12:44 – Q5:WHC and NHC have fantastic yields, the stock prices are well off its highs from 2023, do you think this yield is sustainable?