In this episode of Virtually Live, Shannon Rivkin covers: Orora (ORA), APM Human Services (APM), Tabcorp Holdings (TAH) and more.
02:27 – Q1:You had mentioned taking profit from shares(taking money off the table) when the price is high, this was in reference to Westpac a week or so ago. How do you gauge this? How much of a company would you sell off? Would you then be looking to put the money back into the same company when prices fall or would you be looking for new opportunities with that money?
09:00 – Q2:What are your thoughts on Orora (ORA)? I appreciate the recent takeover approach was non-binding, indicative and rejected, but does the recent performance update from the company make it seem like a potentially worthwhile stock to purchase?
12:36 – Q3:I’m just wondering the position and timeframe of the hold on APM as part of the ASX events portfolio, I assume you’d look for a 10%+ ROI current at an approx 4.5% Profit!
14:44 – Q4:After spinning off their other businesses how do you see Tabcorp now that they are just a betting business particularly considering their low share price.
17:02 – Q5:Can you please talk about QAN,For the medium term – Low PE & looks like there’s good upside.