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.


Adairs: Will current earnings prove sustainable?

By Josephine (Jo) Little

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.

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