Virtually Live: 31st January 2024 - The Rivkin Report

In this week’s show

01:01 – Q1:What do you see as the long term outlook for S32?

03:16 – Q2:Please give your thoughts on holding or selling BWP?

06:23 – Q3:Are SYM & TIE still good to buy at current levels? If not, what limit prices do you recommend?

08:52 – Q4:Thanks for the clear explanation provide in your show. I have a couple of Hi-conviction holdings and I am hoping you indicate whether they or sells: CSL, FMG, LOV, PBH, PLS, TCL, TLS, TNE, XRO. Soare currently long term holds me overlap with other strategies, so I happy to hold those.

22:28 – Q5:I have been considering investing in some share tracking portfolio software to keep track of my portfolio, help with tax, etc. Is there one that you can recommend which Rivkin uses that from your experience works well.

23:11 – Q6:I am holding a fair amount of Dominos (DMP) and noticed that it’s down around 30% in the past week, do you have any advice on this stock? I should also say, keep up the good work on the discretionary portfolio as the last trade for Megaport is up 30% today.

27:24 – Q7:I was speaking with a friend on the weekend and they mentioned that they had bought property in their self managed super fund? Is that possible?

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