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2020
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February (40)
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Reporting Season Road Map: 28 February 2020
Rio Tinto: Serious effort to get green
Equity Strategy: The storm will pass and opportunities will rise
Woolworths: Sales momentum slows
Video: Fundamentals of investing
Technical Analysis: 27 February 2020
Reporting Season Road Map: 27 February 2020
SEEK: A riddle, wrapped in an enigma
Reporting Season Road Map: 26 February 2020
oOh!Media: Flying blind
OptiComm: Off to a great start
Reporting Season Road Map: 25 February 2020
Sydney Airport: Buying tickets in advance
Reporting Season Update: February 2020
Andrew Blattman on IPH's first half 2020 result
Reporting Season Road Map: 21 February 2020
Wesfarmers: Still some things to work on
Technical Analysis: 20 February 2020
Reporting Season Road Map: 20 February 2020
BHP Group: Stays conservative
Beach Energy: Valuation upside looking more attractive
Reporting Season Road Map: 18 February 2020
Baby Bunting Group: Still our all-rounder pick
Podcast: Why is US employment so strong?
AGL Energy: Sheltering from the headwinds
Telstra Corporation: Good result, outlook overruled by the judge
Reporting Season Road Map: 13 February 2020
Technical Analysis: 13 February 2020
Aurizon Holdings: Capital management vs low growth outlook
Suncorp Group: Improvement will take time
Sector Update: Telecommunications
Sector Update: Online Media
REA Group: Optimistic, with a caveat
Coles Group: The devil is in the detail
Retail: Stock take... weighing up current dynamics
Gold Sector: Q2-20 Overview
Podcast: Wuhan Coronavirus
Podcast: How the the Fed sees the future
Suncorp Group: Tough on multiple fronts
Technical Analysis: 7 February 2020
January (22)
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Technical Analysis: 30 January 2020
Credit Corp: Consistency counts
Technical Analysis: 28 January 2020
Australian Strategy: Reporting Season Preview
Technical Analysis: 23 January 2020
BHP Group: May need to make up ground
What's in store for super in 2020
AP Eagers: Recognising ST earnings volatility
Super Retail Group: Bushfire impact quantified
Rio Tinto: Could be another div surprise
Woodside Petroleum: Good Q4, waiting on Browse
Commonwealth Bank: Spotlight on capital management
Financial Services – Overall: Mark-to-market and sector earnings changes
Beacon Lighting: Tempering forecasts
Sounth32: Sensitive to market's view on growth
Super Retail Group: Will bushfires crimp short-term earnings?
MoneyMe: An expanding horizon
Karoon Energy: Earnings power from day 1
Westpac Banking Corp: Still expecting no further capital raisings
isentia: Execution will create significant value
Aurizon Holdings: Update to add
Eight best large cap ideas in January
2019
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December (13)
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Technical Analysis: 17 January 2020
Technical Analysis: 27 December 2019
Podcast: Startup Series, Clayton Howe, Founder and CEO of MoneyMe
Technical Analysis: 20 December 2019
Podcast: The US, China and Australia in 2020
Podcast: When peace breaks out in the China trade war.
Atomos: Adding to the IP
Technical Analysis: 13 December 2019
Podcast: The RBA path to quantitative easing
Technical Analysis: 12 December 2019
IRESS: Merger bonus
Woodside Petroleum: Plans on having its cake and eating it too
Zip Co: AGM and capital raising
November (24)
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Technical Analysis: 29 November 2019
Telstra Corporation: Pedaling hard to catch the next cycle
Technical Analysis: 28 November 2019
Sector outlooks and preferred picks
Morgans Conversations: Dom Pym
Afterpay Touch: AUSTRAC final report
Technical Analysis: 22 November 2019
Retail Sector Update: November 2019
Technical Analysis: 21 November 2019
Podcast: A close look at the S&P 500
Telecommunications Sector Update: November 2019
Morgans Conversations: Alex Waislitz
Podcast: Why unconventional monetary policy is really conventional
Technical Analysis: 15 November 2019
Technical Analysis: 14 November 2019
Commonwealth Bank: Enough to please in trading update
Technical Analysis: 8 November 2019
Equity Strategy: Morgans International Strategy Update
Technical Analysis: 7 November 2019
Gold: Our top stock picks
Melbourne Cup Strategy 2019
Origin Energy: Energy markets performance will drag
Ten best large cap ideas in November
ANZ Banking Group: The partial franking Halloween spook
October (29)
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Woolworths: Growth across the board
The S&P500 and the ASX 200: What are they worth?
Lovisa: Waking up to store rollout growth each day
Major Banks: Outlook better than results will suggest
ResMed Inc: 1Q beats – strong and balanced
Super Retail Group: Still early in the half
Podcast: China's economy changes shape
Sydney Airport: Regulatory pressures ease
Megaport Limited: Focused on MCR upgrades this quarter
Superloop: Three out of four ain't bad
Oil Search: Tackling new key hurdles
Bank of Queensland: Hamstrung
BHP Group: Iron ore could give better opportunity
2019 Morgans Queensland Conference: Key picks and highlights
Technical Analysis: 18 October 2019
Rio Tinto: Tracking to plan
Santos: Makes another solid acquisition
ANZ Banking Group: Additional remediation changes
Bank of Queensland: Significant makeover coming up?
Podcast: A deep dive on stock market corrections
Transurban Group: Softer Australian traffic growth
Ten best large cap ideas in October
Technical Analysis: 11 October 2019
Podcast: Oil and where it is going
Podcast: One more Australian rate cut, then quantitative easing
Why the Fed is wrong
Technical Analysis: 10 October 2019
Technical Analysis: 4 September 2019
Technical Analysis: 3 October 2019
September (23)
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Sector outlooks and preferred picks
How the US China trade war caused the bond bubble
Treasury Wine Estate: There is a lot more to come
Technical Analysis: 27 September 2019
Technical Analysis: 26 September 2019
Webjet: Thomas Cook finally loses the battle
OptiComm: The inter-net-work of the future
Technical Analysis: 20 September 2019
Technical Analysis: 19 September 2019
Podcast: The likely US response to Iran attacks
Australian Strategy: Sells, trims and non-preferred stocks
Our preferred oil sector exposures
Podcast: Initial response to the attack on Saudi oil refineries
Technical Analysis: 13 September 2019
Technical Analysis: 12 September 2019
Podcast: Paul Wilson, co-founder Bailador Technology Investments
Consumer Discretionary: Post FY19 reporting season stock take
Seven high conviction stocks to buy in September 2019
Technical Analysis: 6 September 2019
Technical Analysis: 5 September 2019
Telstra Corporation: NBN delays strike again
Reporting Season Review
Technical Analysis: 30 August 2019
August (30)
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Reporting Season Road Map: 29 August 2019
Podcast: The new Trump/China tarrifs
Reporting Season Road Map: 28 August 2019
Reporting Season Road Map: 27 August 2019
Reporting Season Road Map: 26 August 2019
Reporting Season Road Map: 23 August 2019
Reporting Season Road Map: 22 August 2019
Podcast: Trump and the Fed
Reporting Season Road Map: 21 August 2019
Video: Reporting Season 2019 – Wagners, Adrian-Prendergast, Morgans Senior Analyst
Reporting Season Road Map: 20 August 2019
Technical Analysis: 19 August 2019
Reporting Season Road Map: 19 August 2019
Technical Analysis: 16 August 2019
Telstra Corporation: Pleased to be ringing in a new year
National Australia Bank: A comforting update thematically
REA Group: Stalled but hopeful
Commonwealth Bank: it's possible to over-love a bank
Suncorp Group: A better direction being painted
Transurban Group: taking the M5 to 100%
Technical Analysis: 9 August 2019
Reporting Season Preview: Telecommunications
Technical Analysis: 8 August 2019
Rocks and Stocks: Still value to be found in gold
Equity Strategy: Trump tariffs China
Five high conviction stocks in August 2019
Rio Tinto: Delivers special dividend
Coles Group - a lot happening at Coles
Woolworths - Looking to maintain momentum
Reporting season preview: Gaming and Professional Services
July (16)
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Podcast: The US yield curve and the US recession
Podcast: The outlook for the USA, euro area, Japan and Australia
2019 Noosa Conference Wrap
Insurance/Diversified Financials: Mark-to-market
Reporting season preview
Sydney Airport: Valuation support in a lower-for-longer world
BHP Group: Chance for a special dividend
Major Banks: Improving outlook trumps transitory imposts
Podcast: The Fed adopts an easing bias
Reece: Reece's Pieces
Podcast: Too early for the Fed to cut
Rio Tinto – Great shape justifies hefty price
Personal income tax cuts now law
Podcast: How many more cuts for the RBA?
Woolworths: Moving some pieces around
Rocks & Stocks: Junior Miners Buy when no one's shopping
June (20)
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Podcast: OK, the US economy is slowing but will the Fed cut?
Bingo Industries: 2019 Investor Day
Collins Foods: Australia delivers the goods
Telstra Corporation: The margin buyer is calling back
CSL Ltd: Going direct in China
Australia Strategy: Sector outlooks and preferred picks
Podcast: After the RBA cuts rates to 75 basis points, what then?
Viva Energy Group: Headwinds still blowing
Why the Australian economy is better than GDP suggests
Technical Analysis: 20 June 2019
Senex Energy: Harvests cash from Roma North plant
Nanosonics: Strong share price move prompts a pause
Technical Analysis 19 June 2019
Data#3: Helping people with technology
Technical Analysis: 18 June 2019
Technical Analysis: 17 June 2019
Technical Analysis: 14 June 2019
Origin Energy: Default pricing is depressing energy markets
Technical Analysis: 10 June 2019
Five high conviction stocks in June
May (23)
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OZ Minerals: Sharp correction looks overdone
Suncorp Group: Changes at the top
Technical Analysis: 27 May 2019
Podcast: Master of Ceremonies for RBA Governor Philip Lowe
End of financial year strategies
Federal Election 2019: a good outcome for the equity market
Video: Alex Waislitz, Thorney Technologies
The economics of the Federal election result
Technical Analysis: 20 May 2019
Superloop: Getting back to business
Technical Analysis: 17 May 2019
Kina Securities: Multiple angles driving growth
Fortescue Metals Group: Surprise dividend on cash flow windfall
Commonwealth Bank: Potential surplus capital under threat?
REA Group: Defying the odds
Technical Analysis: 10 May 2019
Podcast: RBA rate cut postponed
Westpac result shows stock is undervalued
Technical Analysis: 6 May 2019
Five high conviction stocks in May
Technical Analysis: 3 May 2019
Podcast: Room for the RBA to cut
Volpara Health Technologies: No surprises in the 4QFY19 result
April (19)
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Technical Analysis: 29 April 2019
ResApp Health: Breathe Easy delivers
Podcast: Full Time jobs growth for the year to March 2019 was 3.0%
Why the Australian cash rate will not fall
Technical Analysis: 23 April 2019
Banks: Enough positives not priced in
Technical Analysis: 15 April 2019
Whitehaven Coal: Poised for a return of the momentum investor
Technical Analysis: 12 April 2019
Technical analysis: 11 April 2019
Podcast: The strange case of the Australian dollar
Jumbo Interactive: It keeps powering along
Technical Analysis: 8 April 2019
Technical Analysis: 5 April 2019
Federal Budget 2019
Five high conviction stocks in April
2019 Federal Budget Review
Equity strategy: Sector outlooks and preferred picks
Technical Analysis: 1 April 2019
March (25)
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Technical Analysis: 29 March 2019
Superloop – Hitting the reset button
Collins Foods: Value to be unlocked
REA Group: New listings at record lows
The objectives of the Federal Reserve
Technical Analysis: 25 March 2019
Wesfarmers: Bunnings continues to evolve
Technical Analysis: 22 March 2019
Podcast: Why the Fed now has a Symmetric Inflation target
oOhmedia: The great digitiser
Westpac Banking Corp: Exiting personal financial advice
Equity Strategy: Sells, trims and non-preferred stocks
Technical Analysis: 18 March 2019
Podcast: Per capita GDP recessions and other children's stories
Video: Retirement planning checklist
AusNet Services: Taking the pedal off the metal
LiveHire: US market entry
Sonic Healthcare: High Conviction Stock, March 2019
Startup Series: Nathan Walsh, Co-Founder of Athena Home Loans
Technical Analysis: 11 March 2019
Five high conviction stocks in March
Coles Group: Hotels offloaded
Australia Strategy: Reporting Season Review
Technical Analysis: 4 March 2019
Technical Analysis: 1 March 2019
February (28)
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Reporting Season road map: 27 February 2019
QBE Insurance Group: 1H19 results
More wise words from the Oracle
Podcast: The Aussie dollar is cheap
Origin Energy: Gas lifts H1 profit
Reporting Season road map: 21 February 2019
Technical Analysis: 19 February 2019
Westpac Banking Corp
Podcast: Update on Oil prices
Reporting Season road map: 18 February 2019
Technical Analysis: 15 February 2019
Reporting Season road map: 15 February 2019
Technical Analysis: 14 February 2019
The major issues facing retirees
Aurizon Holdings: 1H19 result
Reporting season preview: Telecommunications
Reporting season preview: Healthcare
Technical Analysis: 11 February 2019
National Australia Bank
Technical Analysis: 8 February 2019
Reporting season preview: Gaming and Professional Services
Reporting season preview: Infrastructure & Utilities
Reporting season preview: Resources
Major banks: Royal Commission Final Report
Reporting season preview: Financial services
Reporting season preview: February 2019
Six high conviction stocks in February
Technical Analysis: 1 February 2019
January (27)
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Technical Analysis: 2 August 2019
Consumer sector: Stocktake
Commonwealth Bank 1H19 result preview
Viva Energy Group
ResMed Inc 2Q mixed
Investment Diversification: The importance of asset allocation
Challenger Limited: 1H19 result
Technical Analysis: 24 January 2019
BHP Group: Big 2H expected
Implications of a potential change in government
Technical Analysis: 21 January 2019
Rio Tinto
Technical Analysis: 18 January 2019
Technical Analysis: 17 January 2019
How to determine your investment objectives
Technical Analysis: 13 January 2019
Startup Series: Gemma Lloyd, Co-Founder of WORK180
Treasury Wine Estates
Monash IVF
Technical Analysis: 11 January 2019
Technical Analysis: 10 January 2019
Magellan Financial Group: Solid FUM performance
Woodside Petroleum
Volpara Health Technologies
Technical Analysis: 7 January 2019
Technical Analysis: 4 January 2019
Technical Analysis: 3 January 2019
2018
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December (14)
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Domain Holdings Australia
SpeedCast International
2019 will be better than expected
Podcast: The Fed cuts the number of rate hikes
Retail sector update: December 2018
Podcast: Inflation and what The Fed can do about it
Technical Analysis 14 December 2018
Dissecting Total Super Balance
The Australian Housing Market
Telstra Corporation: Getting geed up for 5G
Technical Analysis: 7 December 2018
Five high conviction stocks in December
Technical Analysis: 3 December 2018
Aristocrat Leisure: Investing for the future
November (35)
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Coronado Global Resources: A global met coal player of scale
Podcast: Why Iron Ore Is $US70 Per Tonne
Technical Analysis: 30 November 2018
Podcast: Why the ASX200 is worth 5920 points
Technical Analysis: 29 November 2018
Downsizing incentives for seniors
Technical Analysis: 26 November 2018
Podcast: Why the S&P500 can expect modest but solid gains
Coles Group: A fresh start
Technical Analysis: 23 November 2018
Technical Analysis: 22 November 2018
Orocobre: The site visit
Technical Analysis: Bull Market correction or Bear Market?
Volpara: Coming into stronger quarters
Technical Analysis: 19 November 2018
Podcast: Oil Market Fundamentals Still Strong
Technical Analysis: 16 November 2018
Technical Analysis: 15 November 2018
Podcast: Next year US unemployment will fall to 3.4%, the lowest level since 1968
NextDC: S2, AJD and AASB activity update
Woolworths: Petrol business finds another buyer
APA Group: Knocked out in the prelims
Podcast: Getting past midterm elections is good for US equities
Afterpay: Another period of good growth
Commonwealth Bank: Update supports good value thesis
ResMed Inc: Expands long-term care SaaS portfolio
Technical Analysis: 8 November 2018
Ten high conviction stocks in November
Technical Analysis: 7 November 2018
Melbourne Cup Strategy 2018
Technical Analysis: 5 November 2018
National Australia Bank: Comforting result
Technical Analysis: 2 November 2018
BHP Billiton: Announces buy-back and special dividend
Technical Analysis: 1 November 2018
October (36)
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Volpara Health Technologies
ResMed Inc: 1Q beats – strong and balanced growth
Carsales.com: Steady as she goes
Technical Analysis: 29 October 2018
Nanosonics: Share price fall creates opportunity
Podcast: The Panic Into Quality
Technical Analysis: 26 October 2018
Technical Analysis: 25 October 2018
Cleanaway Waste Management: Don't waste this opportunity
Flight Centre Travel: Patience required but value is on offer
Atlas Arteria
Megaport: Starting the year with a strong Q1
OZ Minerals: Conviction thesis intact
Video: Banking sector update
PWR Holdings Limited
Aristocrat Leisure: Opportunity knocks
Centuria Metropolitian REIT: Adding scale
Technical Analysis: 22 October 2018
Podcast: Trump Is Unpopular – Compared To What?
Technical Analysis: 19 October 2018
BHP Billiton: Scalable upcycle
Rio Tinto: Strategy shifting gears
Technical Analysis: 18 October 2018
Technical Analysis: 15 October 2018
Podcast: How to tell between a bear market and a bull market correction
Technical Analysis: 12 October 2018
SEEK: On track
Technical Analysis: 11 October 2018
Baby Bunting Group: Time for a growth spurt
Technical analysis: 8 October 2018
Bank of Queensland: No growth on the horizon
Podcast: USMCA – The United States-Mexico-Canada Agreement
Equity Strategy: Refundable franking credits and retirees
Technical analysis: 4 October 2018
Nine High Conviction Stocks in October
Podcast: What the Fed changes and the Fed doesn't
September (18)
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Westpac Banking Corp – Negativity still looking overdone
Technical Analysis: 28 September 2018
Podcast: Booming Chinese Steel Production
REA Group – Sailing through the slump
Podcast: The European Central Bank is ending Quantitative Easing
Technical analysis: 21 September 2018
Rio Tinto – Plugs proceeds into new buyback
Technical analysis: 20 September 2018
Technical analysis: 17 September 2018
Podcast: Three Unbelievable Things
Technical update: 14 September 2018
Technical update: 13 September 2018
Podcast: Why the people who caused the Financial Crisis never went to jail
Telstra Corporation: A net immaterial NBN tweak
Technical update: 10 September 2018
Nine high conviction stocks in September
Podcast: Why oil prices will get stronger
Technical update: 3 September 2018
August (38)
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Bellamy's Australia: Short-term pain, long-term gain
Podcast: Why the S&P 500 is so strong
Reliance Worldwide: Still plenty in the pipeline
The Star Entertainment Group – Looking to leverage alliances in FY19
Viva Energy REIT – 1H focus on capital management
Smiles Inclusive – Set for growth
The A2 Milk Company – Strong performance across all metrics
Reporting Season Road Map: 24 August 2018
Reporting Season Results: BHP, Oil Search, Senex Energy
Beacon Lighting – Solid growth still on offer
Jumbo Interactive – Jumbo numbers result in Jumbo upgrades
Technical update: 20 August 2018
Super-sizing your SMSF
Podcast: The US dollar is far too high
Technical update: 17 August 2018
Telstra Corporation – No bad news is good news
Reporting Season Road Map: 17 August 2018
Reporting Season Road Map: 16 August 2018
Bellamy's Australia: Favourable risk/reward emerges
Podcast: Trump vs China
Reporting Season Road Map: 15 August 2018
Reporting Season Road Map: 14 August 2018
People Infrastructure (PPE): Latest acquisition
Reporting Season Road Map: 13 August 2018
Podcast: The S&P500 and the ASX200
Technical update: 13 August 2018
REA Group – Depth popularity rising
Technical update: 10 August 2018
Magellan Financial Group – increases its dividend payout policy
Orora – Balance sheet strength remains the key
ResMed Inc – 4Q inline
Eight high conviction stocks in August
Media - Online - FY18 results preview
Video: Orocobre Company Update
Evolution Mining: The quarterly – and since
Senex Energy – Finalises debt and scales up reserves
ImpediMed – Waiting for the data
Credit Corp – a strong FY18 result
July (11)
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Corporate Travel Management – Runway cleared for future growth
Top stock picks from Noosa Mining Conference 2018
Atlas Arteria – Strong traffic growth on the APRR continues
The A2 Milk Company – Building a sustainable growth company
LiveHire – New agenda for growth
IPH Limited – Bouncing back
Podcast: A seasonal fall in oil prices
Five high conviction stocks in July
Ebos Group – A big fish landed
Podcast: Low wages and sagging house prices
Video: Dr Ralph Highnam, Volpara Health Technologies (VHT)
June (9)
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Is the US Yield Curve signaling a future recession?
Podcast: Why the Euro is near its low
Ramsay Health Care
Senex Energy – one of our preferred sector exposures
Telstra Corporation – Investor Day
Technical update 19 June 2018
Making the most of uncertainty
Podcast: Fed says it is four rate hikes not three
Technical update: 12 June 2018
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