In this week’s show
00:37 – Q1: I note that AUB has embarked on a capital raise to fund a take over as it was a target itself not so long ago do you have any recommendations with regard to participating in the issue.
04:12 – Q2: I’ve a few stocks taking a while to turn around and interested to know your current views on IPH which is now making a bit of a come back from lows on no news but with a good dividend – TLX which despite its shares dropping from highs of over $30 to around $11 now, news flow seems positive but the shares remain flat but may have reached a bottom – and if you have time, Insurance, QBE, SUN, despite some broker updates to BUY they dropped perhaps 15% from October levels – thanks again for the virtually live updates
13:21 – Q3: Why are recent market darlings and good solid businesses like Life360 and Temple and Webster, tanking so much on the market? More importantly is the outlook for the stocks still positive or should we be reconsidering these investments?
