By Andrew Tang
01 December 2020, 9:30 AM
This month we add Orica, Lovisa, Bega Cheese, GrainCorp, Inghams, Mainstream and Coronado. We remove ALS Limited, Adairs, Super Retail, Woodside, Costa Group and Orocobre.
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By Tom Sartor
23 November 2020, 2:25 PM
The dominant global technology and consumer franchises are leveraging COVID inspired structural shifts and continue to lead the market recovery.
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By Adrian Prendergast
16 November 2020, 2:25 PM
Given our macro view on sector rotation into cyclicals, and supported by our view on US dollar weakness in 2021, now appears a good time to invest in resources.
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By
05 November 2020, 2:25 PM
This month, I add Jumbo Interactive (ASX:JIN) to the Morgans Best Idea's for November 2020.
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By
05 November 2020, 2:25 PM
This month, I add NextDC (ASX:NXT) to the Morgans Best Idea's for November 2020.
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By Andrew Tang
03 November 2020, 8:30 AM
This month we add Jumbo Interactive (ASX:JIN) and Regis Resources (ASX:RRL) and remove Coca-Cola Amatil (ASX:CCL).
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26 October 2020, 3:50 PM
Despite recent share price strength, we retain a positive view on the major banks with the exception of CBA.
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By Andrew Tang
19 October 2020, 4:25 PM
The research team nominates stocks that could surprise or disappoint the market as we close out first half FY21.
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By Andrew Tang
19 October 2020, 12:50 PM
Gradually relaxing defensive tilts
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By Andrew Tang
08 October 2020, 4:12 PM
This month we add QBE, Magellan Financial, Nufarm, Volpara, Catapult Group and Mach7 Technologies. We remove Elders, HUB24 and Mainstream.
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