1 October 2025

In this episode of Virtually Live, Shannon Rivkin covers: Myer Holdings (MYR), Pro Medicus (PME), Paladin Energy (PDN), and more.

In this week’s show

00:14 – Q1: What are your thoughts on Myer after their very disappointing report?

 

03:15 – Q2: What are your thoughts on Pro Medicus please?

 

07:40 – Q3: Can you please provide your thoughts on the Paladin Energy Ltd – Share Purchase Plan and whether this a worthwhile plan to take part of being a long term share holding within an SMSF.

 

09:59 – Q4: I am interested in your thoughts on the outlook for intuitive surgical -NASDAQ: ISRG.

 

13:26 – Q5: What’s up with silver? Is it a technical and fundamental buy?

 

15:27 – Q6: As you would know, Macquire had a tough month with the repayment to investors due to collapsed funds. in today’s AFR, it’s been communicated they’ve now axed 100’s of other funds from their platform such as “Forager’s 16-year-old Australian share fund and several private credit funds, including ASX-listed listed investment trusts run by established names such as Metrics, MA Financial, Gryphon and Realm”
Noticing MA1, MOT and GCI are still buy recommendation in the Rivkin’s ASX Income portfolio… do you have any insight on why they are walking away from these private funds in particular? Or have any red flags emerged on these that might change the buy recommendation?

Do you have a question for Shannon?

Login

Continue Reading

Be the first to know. Get the Morning Market Wrap each morning.