Virtually Live: 20th March 2025 - The Rivkin Report

In this week’s show

01:42 – Q1:Given the tariff situation now with US, what are your thoughts on Bluescope BSL as a buy?

04:00 – Q2:What’s your opinion of this IPO (WAM Income Maximiser IPO) ? Is it worth participating?

08:19 – Q3:Rivkin has recently added SUN to the blue-chip portfolio, but it is over a year since you reviewed this stock. Before buying, I would like to see an assessment of the impact of recent weather events on the company’s insurance business and dividends.

13:07 – Q4:MOT has fallen 10% since my entry price of $2.22. I’m wondering if you know the reason why this has happened? Also, is it still a buy around the two dollars mark? It looks to be trading on a yield of about 10% (unfranked)

21:43 – Q5:MOT (Metrics Income Opportunities Trust) was a current addition to the income portfolio when it went below the NAT value of 2.14. With the stock now 20% below it’s Oct 24 peak and volumes considerably skewed on the sell side (2.3M sell side vs 0.28M buy side). Is it still a good (cheap) buy or are there any market concerns behind it’s recent sell off?

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