All posts by Tom Sartor

Tom Sartor

Podcast: Examining the commodities rally

By Tom Sartor

11 January 2021, 3:40 PM

Examining the Commodities rally with perspective versus previous cycles, including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021.

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Australia Strategy: 2021 sector outlooks and strategies

By Tom Sartor

02 December 2020, 9:00 AM

Morgans research analysts re set their sector views, strategies and best stock ideas ahead of an accelerating economic recovery into 2021. The November market bounce was stunning, but we remind investors to continually re asses their portfolio exposures and to prepare for ongoing opportunities as we expect bumps in the road ahead.

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ALS: Firmly on the recovery trajectory

By Tom Sartor

19 November 2020, 3:45 PM

1H21 underlying financials met the market’s expectations helped by thorough disclosure through COVID. All indications suggest 1Q21 will mark the low-point in activity, with resilient margins and much stronger 2Q sample flows seen continuing into 2H21. We forecast earnings to recover back to pre-COVID levels during 1H22, contingent on avoiding further hard lockdowns in key geographies. Our blended valuation is based on our FY22 forecasts and adjus...

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Reporting season scorecards and observations

By Tom Sartor

24 August 2020, 11:55 AM

August has been a story of cyclical and consumer-facing stocks in particular in terms of 1) surprising overly fearful expectations, and/or; 2) being well supported by the market even if they didn’t. Whether this can continue when fiscal support scales down will be a key question as we exit August.

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ASL Ltd: Tracking ahead of expectations

By Tom Sartor

30 July 2020, 10:30 AM

The lack of 1H21 guidance at the AGM was a surprise, however the 1Q trading update does imply ASL (ASX:ALQ) is tracking comfortably ahead of expectations. Our blended valuation is based on FY22 forecasts and adjusts.

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