In this episode of Virtually Live, Shannon Rivkin covers: Charter Hall (CHC), BHP Group (BHP), Dexus (DXS) and more.
05:34 – Q1:I’ve received an email from CHC (Charter Hall) in regard to unclaimed dividends. Is this a scam or have you heard from others?
06:33 – Q2:Regarding BHP Do you think it’s likely that BHP could be re-rated to a new share price range in the high 30s, if and when the price of iron ore drops below $100US/tonne?…. or is BHP diversified enough to maintain a share price in the 40s of iron ore does fall further over the short to medium term?
11:08 – Q3:What does the outlook for Dexus (DXS) look like? In terms of the outlook for Dexus and the property sector, do you think that the prospect of interest rates coming down is more important than an improvement in the economy, the latter of which will inevitably take longer? Sitting close to 12 month lows and with an ex div date approaching, could now be a good entry point for a short to medium term trade base on fundamentals?
14:23 – Q4:How do you see the Government crackdown on supermarkets affecting their profits going forward, is it just an excuse to tax them more ?