Morgans Best Ideas: Recent Episodes
Morgans Financial Limited
Morgans best ideas are those stocks that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.
Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.
New additions this month: Commonwealth Bank (ASX:CBA) and Westpac (ASX:WBC).
View the full Morgans Best Ideas list: https://morgans.com.au/Blog/2022/November/Best-Ideas-November-2022
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We make one new addition to the list this month, adding AGL Energy (ASX:AGL).
Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.
Access Morgans Best Ideas for July 2022: https://morgans.com.au/Blog/2022/July/Best-Ideas-July-2022
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View the full list of Best Ideas here: https://morgans.com.au/Blog/2022/April/Best-Ideas-April-2022
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Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.
WES possesses one of the highest quality retail portfolios in Australia with strong brands including Bunnings, Kmart, Target, and Officeworks. The company is run by a highly regarded management team and the balance sheet is healthy. While COVID-related staff shortages are proving to be a challenge, the core Bunnings division remains a solid performer as consumers continue to invest in their homes. We see the recent pullback in the share price as a good entry point for longer-term investors.
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Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.
New additions Wesfarmers (ASX:WES), South32 (ASX:S32), Newcrest (ASX:NCM), Seek (ASX:SEK), Beacon Lighting (ASX:BLX), Webjet (ASX:WEB), Pro Medicus (ASX:PME), Atomos (ASX:AMS), MAAS Group (ASX:MGH) and Red 5 (ASX:RED).
Removals Sonic Healthcare Limited (ASX:SHL), Alliance Aviation Services (ASX:AQZ), Panoramic Resources (ASX:PAN), Ramelius Resources (ASX:RMS) and Booktopia Group (ASX:BKG).
Check out more from Morgans: https://morgans.com.au/Blog/2022/February/Best-Ideas-February-2022
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Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.
New additions this month include Technology One (ASX:TNE), Namoi Cotton (ASX:NAM), HealthCo REIT (ASX:HCW) and People Infrastructure (ASX:PPE).
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Nathan Lead, Senior Analyst at Morgans, discusses Atlas Arteria (ASX:ALX), an addition to our Morgans Best Ideas (November 2021).
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Roads #Tolls #Shares
Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. . New additions this month include Westpac Banking Corp (ASX:WBC) and Atlas Arteria (ASX:ALX). Removals ANZ Banking Group (ASX:ANZ), Technology One (ASX:TNE) and Senex Energy (ASX:SXY). Equity Strategist Andrew Tang explains.
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Equity #Investment #ALX #WBC #Shares #Investment
Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add Endeavour Group and Woodside Petroleum. Equity Strategist Andrew Tang explains.
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Commodities#Retail#Shares#Stocks
Adrian Prendergast, Senior Analyst at Morgans, discusses Woodside Petroleum (ASX:WPL), an addition to our Morgans Best Ideas (October 2021).
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Resources #Stocks #markets #Commodities
Alex Lu, Analyst at Morgans, discusses Endeavour Group (ASX:EDV), an addition to our Morgans Best Ideas (October 2021).
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ASX #Stocks #Retail
Alexander Mees, Senior Analyst at Morgans, discusses Universal Store (ASX:UNI), an addition to our Morgans Best Ideas (September 2021).
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investments #Stocks #Returns #Markets
Alexander Mees, Senior Analyst at Morgans, discusses Beacon Lighting (ASX:BLX) an addition to our Morgans Best Ideas (September 2021).
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investments #Stocks #Returns #Markets
Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add PTB Group and Moneyme. Equity Strategist Andrew Tang explains why.
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Returns #Shares #Stocks
Max Vickerson, Analyst at Morgans, discusses PTB Group (ASX:PTB), an addition to our Morgans Best Ideas (September 2021).
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Stocks #Investment #Returns #PTB
Steven Sassine, Associate Analyst at Morgans, discusses Moneyme (ASX:MME), an addition to our Morgans Best Ideas (September 2021).
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MME #Investments #Stocks #Returns
Nathan Lead, Senior Analyst at Morgans, discusses Transurban (ASX:TCL), an addition to our Morgans Best Ideas (August 2021).
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TCL #Investments #Stocks
Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add Transurban, Treasury Wine Estate and Tabcorp. Equity Strategist Andrew Tang explains why.
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Investments #Stocks #Shares
Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add Technology One and Spark Infrastructure. Equity Strategist Andrew Tang explains why.
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Nick Harris, Senior Analyst at Morgans, discusses Technology One (ASX:TEN), an addition to our Morgans Best Ideas (July 2021).
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Nathan Lead, Senior Analyst at Morgans, discusses Spark Infrastructure (ASX:SKI), an addition to our Morgans Best Ideas (July 2021).
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Morgans Best Ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add ANZ, Sonic Healthcare, Reliance Worldwide, Tyro Payments and Whitehaven Coal. Key removals include Westpac and Zip Money. Equity Strategist Andrew Tang explains why.
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Derek Jellinek, Senior Analyst at Morgans, discusses Sonic Healthcare (ASX:SHL), an addition to our Morgans Best Ideas (May 2021).
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Alex Lu, Analyst at Morgans, discusses Reliance Worldwide Corporation (ASX:RWC), an addition to our Morgans Best Ideas (May 2021).
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Morgans Equity Strategist Andrew Tang runs through our Best Ideas for April 2021. This month we add Dalrymple Bay Infrastructure (ASX:DBI) and Frontier Digital Infrastructure (ASX:FDV) to our list.
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FDV #DBI #Investment #Opportunities
Nathan Lead, Senior Analyst at Morgans, discusses Dalrymple Bay Infrastructure (ASX:FDV), an addition to our Morgans Best Ideas (April 2021).
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DBI #Investment #Stocks
Anthony Porto, Senior Analyst at Morgans, discusses Frontier Digital Ventures(ASX:FDV), an addition to our Morgans Best Ideas (April 2021).
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FDV #Investment #Stocks
Morgans Equity Strategist Andrew Tang runs through our Best Ideas for March 2021. This month we add Ansell (ASX:ANN) Baby Bunting (ASX:BBN) and remove APA Group (ASX:APA), Orica (ASX:ORI) and Beach Energy (ASX:BPT).
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Ansell #Investment #Stocks
Dr. Derek Jellinek, Senior Analyst at Morgans, discusses Ansell (ASX:ANN), an addition to our Morgans Best Ideas (March 2021).
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Ansell #Investment #Stocks
Belinda Moore, Senior Analyst at Morgans, discusses Orica (ASX:ORI), an addition to our Morgans Best Ideas (December 2020).
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asx #investing #stockpicks #Morgans #Ori #Orica
Adrian Prendergast, Senior Analyst at Morgans, discusses Santos (ASX:STO), an addition to our Morgans Best Ideas (December 2020).
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asx #investing #stockpicks #sto #Morgans
Belinda Moore, Senior Analyst at Morgans, discusses Inghams (ASX:ING), an addition to our Morgans Best Ideas (December 2020).
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asx #investing #stockpicks #Morgans #Inghams #ING
Belinda Moore, Senior Analyst at Morgans, discusses Bega Cheese (ASX:BGA), an addition to our Morgans Best Ideas (December 2020).
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asx #investing #stockpicks #Morgans #BegaCheese #Bega
Belinda Moore, Senior Analyst at Morgans, discusses Grain Corp (ASX:GNC), an addition to our Morgans Best Ideas (December 2020).
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asx #investing #stockpicks #Morgans #gnc #GrainCorp
Scott Murdoch, Senior Analyst at Morgans, discusses Magellan Financial (ASX:MFG), an addition to our Morgans Best Ideas (December 2020).
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asx #investing #stockpicks #Morgans #Magellan #mfg
Morgans Equity Strategist Andrew Tang runs through our Best Ideas for December 2020. Six new entries to the list this month are: Orica (ASX:ORI), Inghams (ASX:ING), Grain Corp (ASX:GNC), Bega Cheese (ASX:BGA), Magellan Financial (ASX:MFG) Santos (ASX:STO).
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asx #investing #stockpicks #sto #Morgans #MagellanFinancial
Mat Collings, Analyst at Morgans, discusses Regis Resources (ASX:RRL), an addition to our Morgans Best Ideas (November 2020).
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James Lawrence, Analyst at Morgans, discusses Jumbo Interactive (ASX:JIN), an addition to our Morgans Best Ideas (November 2020).
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Nick Harris, Senior Telecommunications Analyst at Morgans, discusses NextDC (ASX:NXT), a new addition to our Morgans Best Ideas (September 2020).
Morgans Equity Strategist Andrew Tang runs through our best buy ideas for September 2020. Adjustments include the removal of Cleanaway Waste Management (CWY), Monash IVF (MVF), JB Hi-Fi (JBH), Collins Food (CKF), and Catapult Sports (CAT). Our September additions include Sydney Airport (SYD), Alliance Aviation (AQZ), NextDC (NXT), Incitec Pivot (IPL), Coca-Cola Amatil (CCL), Breville Group (BRG), Super Retail Group (SUL), and Kina Securities (KSL).
Morgans Equity Strategist Andrew Tang runs through our best buy ideas for August 2020, which include: APE, PPE, MVF, CAT, RBL and CPU.
We've added Coles (COL), Spark Infrastructure (SKI), to our Morgans Best Ideas in October. Our complete list is available here: bit.ly/BestIdeasApril2020
Nathan Lead, Senior Analyst at Morgans, discusses Spark Infrastructure (ASX:SKI), a new addition to our Morgans Best Ideas (April 2019). Our complete list is available here: bit.ly/BestIdeasApril2020
Alex Lu, Analyst at Morgans, discusses Coles (ASX:COL), a new addition to our Morgans Best Ideas (April 2019). Our complete list is available here: bit.ly/BestIdeasApril2020