Virtually Live: 16th March 2022

Last update - 16 March 2022 By Rivkin

In this episode of Virtually Live, Shannon Rivkin covers: AGL Energy (AGL), Magellan Financial (MFG), e-commerce companies, COVID restrictions in China.

In this week’s show

  • 0:18 – General market update
  • 1:23 – Q1: I just bought a small stake , a “foot in the door”, in AGL. I have high hopes for this company , but would like to hear your opinion on the fundamentals.
  • 5:27 – Q2: the Magellan Financial (MFG) share price has taken a hit over the last 12 months for various reasons, do you consider it a bargain/ undervalued at the moment with up side potential? I would be interested in your thoughts on their current predicament.
  • 9:50 – Q3:  Do you like any of the e-commerce companies? The falls have been staggering, so surely there is some value there.
  • 14:35 – Q4:  What do you make of the new COVID restrictions in China? Will this be the end of surging commodity prices?

 

 

Listen to the audio version

 

New Educational Videos

Members should also watch out for the first of a new series of educational videos that Rivkin plans on producing. These videos will be 3 to-6 minutes in length. We don’t want to inundate members with emails, so you can opt in to receive emails when they are released or you can simply see them on the website. The first one is discussing the opening and closing rotations on the ASX and can be found through HERE.

Rivkin does not take into account your or anyone else’s personal situation in their market and stock commentary. Please keep this in mind when you are taking buy and sell decisions about any of these stocks that are mentioned in our Virtually Lives.

Video Transcript (click anywhere to play)

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