Virtually Live: 19th March

Last update - 19 March 2020 By Ignacio Larralde

In this week's Virtually Live, Shannon Rivkin provides a thorough analysis on the current market conditions while providing insight into stocks that they like the look of. Also included in this episodes are discussions on QMS, CWNHB and ZEN.

In this week’s show

  • 0:55 – Market Update
  • 7:07 – Q1: Could you please provide an update on QMS?
  • 8:00 – Q2: Could you please comment on the fall of CWNHB? Is it supposed to be redeemed at $100 next year? But it dropped to $86 on Friday. Any reasons?
  • 12:40 – Q3: Could a temporary ban on short selling be placed? Companies are better capitalised, than the GFC. Another thing is Berkshire Hathaway, and Warren Buffet are sitting on 128 billion dollars cash from 6th November 2019. He wouldn’t to use all those funds. But he is certainly well capitalised to buy when ready.
  • 20:38 – Q4: Could you give an estimate on the chances that the ZEN takeover will fail? It is hard to tell if the market thinks it will fail or they are just not interested at the moment.
  • 24:00 – Q5: It has come to my attention with Momentum, every time we put NST in we lose – is there an alternative? However, if we’d held from Aug 2016, we’d have doubled our investment. Just curious, I understand it’s a strategy with certain criteria to satisfy.
  • 25:05 – Q6: I am looking to buy several stocks and would like to hear your opinion. The stocks I am looking at are STO, BOQ, WHC, CSL, TPM and FMG. I’m thinking of buying half now and leave the other half for future top up. I would love to hear your suggestions.

 

 

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 keep this in mind when you are taking buy and sell decisions about any of these stocks that is mentioned in our Virtually Lives.

Video Transcript (click anywhere to play)

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