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Morgans Best Ideas July 2020

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.

COVID-19 Roadmap: Reality bites

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.

Morgans Best Ideas: June 2020

By Andrew Tang

04 June 2020, 11:45 AM

We identify 12 large cap and 22 mid-small cap names that we think will outperform as we enter the exit phase of the COVID-19 crisis.

Potential beneficiaries of housing stimulus

By Tom Sartor

02 June 2020, 12:40 PM

Stimulating construction and manufacturing would generate the largest positive spillover for the broader economy in the post-COVID recovery according to the ANU. Announcement of Federal stimulus in the form of new homeowner grants are widely expected this week.

Best small cap stocks: June 2020

By Andrew Tang

01 June 2020, 12:00 PM

One of the great attractions of small cap investing is that they remain below the radar of most investors.

Podcast: Reactivation of the Retail sector in Australia

By Josephine (Jo) Little

28 May 2020, 3:15 PM

I discuss the reactivation of the Retail sector in Australia post Covid-19 and my preferred stock picks

COVID-19 Roadmap: Past the worst, but recovery to be uneven

By Andrew Tang

21 May 2020, 2:00 PM

While turning off the economy was as easy as flipping a switch, reopening the economy may look more akin to a dimmer, as it is a far more complex and gradual process.

Oil & Gas: Trade War 2.0?

By Adrian Prendergast

14 May 2020, 8:50 AM

The recent recovery in oil & gas stocks has been positive, but some have materially outpaced oil prices, and in doing so have essentially priced in a rapid v-shaped recovery that is looking increasingly unlikely.