While markets have decided the crisis is over we think we’re not returning to the levels of incomes that we enjoyed before the pandemic hit. Here's why
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US reporting season & earnings
Dean Curnow
May 13, 2020
With the U.S reporting season almost done and dusted, I thought I would share with our wider audience some interesting charts I have collected throughout the period. Whilst the commentary has started to turn to loosening the lockdown provisions and a return to normal, it is now key to track how companies earnings have and will continue to be impacted and how quickly management and the market can expect a recovery. Continue…
by Dean Curnow Posted in Global markets.
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Is Qantas a buy at the current price?
Tim Kelley
May 12, 2020
Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses to enter administration, and Qantas (ASX:QAN) has scaled back its operations to a tiny fraction of normal capacity and loses money every week while this continues. Continue…
by Tim Kelley Posted in Companies.
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When counterfactuals are hidden and histories alternative
Andrew Macken
May 12, 2020
Australia’s ability to “flatten the curve” amidst this once-in-a-century pandemic appears extraordinary. Against numerous epidemiological forecasts of a healthcare calamity, including overflowing ICUs and thousands of deaths, it appears the spread of COVID-19 has been largely contained. Continue…
by Andrew Macken Posted in Market commentary.
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Why it’s so hard to be an investor right now
Roger Montgomery
May 11, 2020
Most companies are finding it nearly impossible to accurately assess the long-term impact of the COVID-19 crisis on their business. Consequently, market analysts are having an equally tough time, and their opinions can be alarmingly divergent. Recent analyst commentary on consumer goods retailer, JB Hi-Fi, is a case in point. Continue…
by Roger Montgomery Posted in Companies.
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Earnings announcements provide some fuel for the optimists
Andreas Lundberg
May 11, 2020
Right now, we’re seeing a tug-o-war between investors who think the worst is behind us and those who feel there is more coronavirus induced pain to come. A look at recent corporate earnings announcements gives a slightly clearer picture of the road ahead. Continue…
by Andreas Lundberg Posted in Companies.
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All you need to know
Christopher Demasi
May 8, 2020
At the weekend Warren Buffett led the annual shareholder meeting for Berkshire Hathaway, the company that he has led for more than half a century, in front of an unpacked stadium and without his business partner and vice chairman, Charlie Munger, at his side. That is not all that was different about this year’s event. Continue…
by Christopher Demasi Posted in Editor's Pick, Global markets.
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Is it time to switch to optimism?
Roger Montgomery
May 7, 2020
After a few tough months, Australia is starting to come out of hibernation, and investors are looking ahead – as reflected in our rebounding sharemarket. But they’ll need to be selective in their stock selections, because some businesses will do far better than others in our post-lockdown world. Continue…
by Roger Montgomery Posted in Market commentary.
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Are you taking a longer-term view?
David Buckland
May 7, 2020
Currently, the US S&P 500 stands at 2,870 points, down 15 per cent from its February 2020 peak. (Meanwhile, the Australian All Ordinaries Index at 5,450 points is 25 per cent below its peak). On most fundamentals, markets have justified high valuations on the back of historically low interest rates. Continue…
by David Buckland Posted in Global markets, Market commentary.
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