By Ken Howard
11 August 2020, 4:25 PM
Stockbrokers have a saying, "climbing the wall of worry", and it is my view that that is exactly what we are doing. Governments have responded, the health-system has responded and society is responding. It may take a year or two for the economy to fully recover, but the lessons from history are clear, we will recover.
Read more...
By Ken Howard
09 June 2020, 10:50 AM
The economic downturn has been sharp and severe, but the recovery has started.
Read more...
By Ken Howard
27 April 2020, 12:00 PM
I discuss the dichotomy that is unfolding in health (Australian versus North America and Europe), the economy (Australian versus North America and Europe) and the share market (health & technology versus banks, property & oil).
Read more...
By Ken Howard
31 March 2020, 3:45 PM
Clearly there is no way of knowing, with any precision, how things will play out over the next three to six months, but I want to believe, that when the worst of the crisis is over, the market will be well on its way to a recovery (or at least that is the way it has behaved coming out of every other crisis).
Read more...
By Ken Howard
10 March 2020, 8:30 AM
Volatility is only real if you need to buy or sell, otherwise stick to the strategy of buying good quality companies, with a demonstrated track record of profits and a conservative balance sheet.
Read more...
By Brooke Gardener
03 March 2020, 1:56 PM
Morgans Adviser Brooke Gardener runs through market news from last week, including some of the key reporting season results (A2 Milk, Adairs, Afterpay, AP Eagers, AFG, Cromwell Property, Data3, Flight Centre, InvoCare, Motorcycle Holdings, Reece, Rio Tinto, Treasury Wine Estates, Woolworths).
Read more...
By Brooke Gardener
18 February 2020, 12:03 PM
Morgans Adviser Brooke Gardener runs through some of the key reporting season results released last week including Commonwealth Bank, Telstra, Aurizon, Bapcor, Cochlear, JB Hi-Fi, REA Group, Carsales.com, Transurban and Woodside Petroleum.
Read more...
By Brooke Gardener
17 February 2020, 4:33 PM
As we enter Reporting Season First Half 2020, Morgans Adviser Brooke Gardener explains what reporting season actually is and what to be aware of.
Read more...
By Ken Howard
07 February 2020, 4:47 PM
When it comes to the stock market, there is only one certainty, there will be uncertainty, but that can be said about most things in life.
Read more...
By Ken Howard
10 January 2020, 1:35 PM
Every bank, which has survived (and many have failed), has had to balance the demands of savers with the demands of borrowers, and typically they are opposites.
Read more...