Morgans Best Ideas: Bega Cheese (ASX:BGA)

By Belinda Moore

10 December 2020, 3:00 PM

Bega Cheese (ASX:BGA) has been added to Morgans Best Ideas for December 2020. Find out why.

Morgans Best Ideas: Grain Corp (ASX:GNC)

By Belinda Moore

10 December 2020, 3:00 PM

We have added Grain Corp (ASX:GNC) to Morgans Best Ideas for December 2020. Find out why.

Morgans Best Ideas: Inghams (ASX:ING)

By Belinda Moore

10 December 2020, 3:00 PM

Inghams (ASX:ING) has been added to Morgans Best Ideas for December 2020. Find out more here.

Morgans Best Ideas: Magellan Financial (ASX:MFG)

By Scott Murdoch

10 December 2020, 3:00 PM

We have added Magellan Financial (ASX:MFG) to Morgans Best Ideas for December 2020. Morgans Senior Analyst Scott Murdoch explains why.

Morgans Best Ideas: Santos (ASX:STO)

By Adrian Prendergast

10 December 2020, 3:00 PM

We have added Santos (ASX:STO) to Morgans Best Ideas for December 2020. Morgans Senior Analyst Adrian Prendergast explains more.

Morgans Best Ideas: Orica (ASX:ORI)

By Belinda Moore

10 December 2020, 3:00 PM

We have added Orica (ASX:ORI) to our Best Ideas list for 2020. Find out why.

US risk and US opportunity

By Michael Knox

10 December 2020, 11:50 AM

The US economy is strong, but Biden's tax policy could derail earnings.

Morgans Chief Economist, Michael Knox, touches on how he believes the Biden program may influence both the US economy and after-tax earnings in 2021.

Technical Analysis: 10 December 2020

By

10 December 2020, 8:30 AM

NASDAQ Composite, Spot Gold, Copper and Iron Ore.

Fortescue Metals Group: Better to stick with what works

By Adrian Prendergast

09 December 2020, 12:00 PM

With limited experience in energy, we see Fortescue (ASX:FMG) as poorly placed to enter renewables – a space characterised by surging competition, dominated by energy super majors, and deteriorating return profiles. Fortescue's iron ore business meanwhile is going from strength-to-strength.

Adairs: Will current earnings prove sustainable?

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08 December 2020, 4:00 PM

Adairs' (ASX:ADH) strong sales trends have continued. Material upside to ADH’s current valuation/rating will ultimately lie in its ability to demonstrate that current elevated earnings levels are sustainable. In the meantime, we expect ADH’s balance sheet to be in a strong net cash position.