All posts by Andrew Tang
Analyst - Equity Strategy
Sectors Covered: Equity Strategy and Quant
By Andrew Tang
07 May 2020, 9:45 AM
This month we add Computershare and Flight Centre and remove A2 Milk.
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By Andrew Tang
30 April 2020, 12:40 PM
We identify 15 stocks that provide income safety for a prolonged period of low interest rates.
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By Andrew Tang
20 April 2020, 12:20 PM
What might the "road out" of the COVID-19 crisis look like and how should investors position their portfolios?
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By Andrew Tang
06 April 2020, 5:00 PM
The ~c27% correction has finally unearthed some value, and we think long term investors will be rewarded for holding their nerve through current uncertainty. Given the market moves, we make sweeping changes this month.
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By Andrew Tang
06 March 2020, 12:00 AM
February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. We believe investors will be rewarded for holding their nerve through current
uncertainty.
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By Andrew Tang
28 February 2020, 3:20 PM
Six stock's we're happy to buy today – Healius (HLS), Kina Securities (KSL), Motorcycle Holdings (MTO), Acrow Formwork (ACF), Cardno Limited (CDD) and Mitchell Services (MSV).
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By Andrew Tang
27 February 2020, 2:30 PM
Ultimately we think markets will likely consolidate around these levels for a while with its future direction determined by how quickly the virus can be contained. Michael Knox has an index target of 6600, which suggests around 4% downside to current levels.
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By Andrew Tang
27 February 2020, 10:02 AM
Two stock's we're happy to buy today – InvoCare Limited (IVC) and Adelaide Brighton (ABC).
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By Andrew Tang
26 February 2020, 10:20 AM
Three stock's we're happy to buy today – HUB24 (HUB), Generation Dev Group (GDG) and FlexiGroup Limited (FXL).
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By Andrew Tang
25 February 2020, 9:42 AM
Two stock's we're happy to buy today – Australian Finance Group (AFG) and Cooper Energy Limited (COE).
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