Morgans Blog | Morgans

All posts by Tom Sartor

Senior Analyst

Sectors Covered: Junior (Emerging) Resources, Bulk Materials

Sector outlooks and preferred picks

30 September 2019, 1:40 PM

Australian shares are again testing record highs, but traditional valuation metrics look stretched versus tepid profit growth. We see the most compelling opportunities among healthcare, telco and consumer discretionary stocks.

Australian Strategy: Sells, trims and non-preferred stocks

By Tom Sartor

17 September 2019, 10:00 AM

We flag stocks that are either outright sells, looking expensive, or are least preferred in their sector.

Rocks & Stocks: Junior Miners Buy when no one's shopping

By Tom Sartor

02 July 2019, 3:14 PM

Market interest in the Juniors is depressed despite the fact the large miners – and their shareholders – are reaping the cash flow rewards of a production boom.

Australia Strategy: Sector outlooks and preferred picks

By Tom Sartor

24 June 2019, 10:54 AM

Highlighting four standout opportunities over a 12 month period

OZ Minerals: Sharp correction looks overdone

By Tom Sartor

31 May 2019, 9:00 AM

+20% discount to valuation is a Buy trigger

Whitehaven Coal: Poised for a return of the momentum investor

By Tom Sartor

15 April 2019, 8:00 AM

We think the market is discounting pricing risk excessively, and that now is a smart time to accumulate.

Equity strategy: Sector outlooks and preferred picks

By Tom Sartor

02 April 2019, 1:20 PM

Australian shares sit close to their 2018 highs, but valuations look a little stretched versus tepid profit growth. We see the most compelling opportunities among the major banks, healthcare, energy and telcos.