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19 June 2020, 9:24 AM
In this podcast, I discusses a positive trading update by Beacon Lighting (ASX: BLX), as the DIY and home improvement trend continues in Australia.
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By Nick Harris
18 June 2020, 4:39 PM
In this video I provide the network with an update on Megaport (ASX: MP1) and Firstwave Cloud Technology (ASX: FCT).
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By Michael Knox
18 June 2020, 1:30 PM
The road ahead for the Fed
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18 June 2020, 12:30 PM
IPH Limited, Vicinity Centres, First Cloud Technology, Costa Group Holdings, Rio Tinto
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16 June 2020, 5:43 PM
In the latest Morgans Conversations Podcast episode, Chris Titley chats to Alex Waislitz from Thorney Investments. Thorney run two listed portfolios - Thorney Tech (TEK ) and Thorney Opportunities (TOP). Both of these are trading at a material discount to NTA.
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16 June 2020, 10:15 AM
Super Retail Group (ASX: SUL) escaped the COVID-19 pandemic reasonably unscathed, with LFL sales growth -1.7% over April/May despite SCA and Macpac NZ store closures. We think any business that can trade through this global event relatively unscathed will attract a higher multiple in its wake.
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By Andrew Tang
16 June 2020, 7:40 AM
The reality for the equity market is that even with strong fiscal and monetary policy support it will be around two years before business conditions get back to the levels needed to support pre-COVID-19 share prices.
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By Richard Coles
12 June 2020, 8:30 AM
In this podcast I discuss Zip Co (ASX: Z1P) acquisition of QuadPay in the US market.
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By Michael Knox
11 June 2020, 11:30 AM
The US equities market has already run to a level in excess of that justified by the stimulus of the Federal Reserve. We think it highly likely that forecasts of US earnings for the second quarter of 2020 will dramatically disappoint. The S&P500 is increasingly vulnerable to a correction.
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11 June 2020, 8:23 AM
I chat with Dr Ron Weinberger, Chief Executive Officer for EMVision (ASX: EMV) about the progress the company is making with their medical imaging technology to assist with stroke diagnosis.
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