Asset Allocation: September quarter re-balance

By Tom Sartor

13 July 2020, 9:20 AM

The stunning rebound in the US equity market in the March quarter looks to have run ahead of fundamentals, particularly as the pandemic leaves complex economic questions in its wake. As such we remain on the look out to allocate more active weight toward beneficiaries of a cyclical recovery, but that looks far too early to call with the information at hand.

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Afterpay Touch - Refilling the tan after a good quarter

By Richard Coles

14 July 2020, 12:00 AM

Afterpay Touch (ASX:APT) produced another very strong quarter in 4Q20, delivering 46% sequential sales growth combined with relatively stable operating margins. APT's momentum continues to be highly impressive, but trading on 37x FY20 revenue, we see its valuation as fair and maintain our HOLD call.

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Morgans Best Ideas July 2020

By Andrew Tang

07 July 2020, 5:00 PM

Key additions this month include Santos, ALS Limited, HUB, Adairs, Baby Bunting Group, PWR Holdings, Acrow Services, ZIP Co, Aventus Group, Costa Group Holdings and Strandline Resources.

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