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As the share market gyrates around the expected impact of the Iran War, a small group of companies are experiencing a benefit. Here are two more such situations.
Here are stocks the market appears to think could benefit from the Middle East fiasco. Here are two such cases.
Michael Gable, Managing Director of Fairmont Equities, says he continues to believe we're seeing the start of a commodities bull market and investors can do well to rotate away from high P/E stocks, such as tech, and into hard assets, like Rio Tinto (RIO).
Does the 'gold and guns' trade still have legs and is it a prime contrarian play to take advantage of current market weakness? Here's my view, with caveats.
In our "HOT" stock article, Michael Gable, Managing Director of Fairmont Equities, says that the charts show that any upside for the share price of Santos (STO) could be significant and a dip in the short term could provide a buying opportunity.
Two candidates from the S&P/ASX 100 with strong market leadership positions and beaten-down share prices.
Raymond Chan, Adviser & Head of Asian Desk says Morgans focus is on Generation Development (GDG) on its Best Ideas list.
For traders and active investors with a short-term investment horizon, here are two ideas to consider in these sectors if the Iran attacks prove more difficult than the US expected.
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, says that Coronado Coal (CRN) appears ready to head higher again as higher oil and gas prices will likely spill over into higher demand for coal.
In our “HOT” stock column today, Raymond Chan, Adviser and Head of Asian Desk at Morgans explains why the view on Sigma Healthcare (SIG) is to accumulate.
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