About
Tony.Morgan
Latest articles
Unlike most analysts, Tony Morgan is not jaded on Fonterra and its endless history of under-performance. He sees a corner turned with NZ's largest corporate returning to more normal corporate health. He sees opportunity for investors
18th Sep 22, 2:06pm
11
Unlike most analysts, Tony Morgan is not jaded on Fonterra and its endless history of under-performance. He sees a corner turned with NZ's largest corporate returning to more normal corporate health. He sees opportunity for investors
Tony Morgan uses the takeover uncertainty swirling around Pushpay Holdings as an example of how an investor could assess these types of fluid situations
20th Aug 22, 11:19am
2
Tony Morgan uses the takeover uncertainty swirling around Pushpay Holdings as an example of how an investor could assess these types of fluid situations
Tony Morgan explains why the four largest listed US companies - all tech stocks - set the tone for equity markets, and what you can learn from their investor reports
6th Aug 22, 9:31am
15
Tony Morgan explains why the four largest listed US companies - all tech stocks - set the tone for equity markets, and what you can learn from their investor reports
Reading, data and analysis are important says Tony Morgan, but an investor's drive to improve needs conviction and belief, so that the right pieces fall into the right puzzle
23rd Jul 22, 9:45am
2
Reading, data and analysis are important says Tony Morgan, but an investor's drive to improve needs conviction and belief, so that the right pieces fall into the right puzzle
Tony Morgan says changing our outlook as investors is required in bear markets, and patience for the right investing opportunities takes time and a new commitment to keen observation and research
6th Jul 22, 12:42pm
21
Tony Morgan says changing our outlook as investors is required in bear markets, and patience for the right investing opportunities takes time and a new commitment to keen observation and research
Tony Morgan reminds us there is no certainties in life, certainly none in investing. You play the hand you are dealt at the time you are dealt it, and he likes the look of glass ...
7th Feb 22, 1:31pm
8
Tony Morgan reminds us there is no certainties in life, certainly none in investing. You play the hand you are dealt at the time you are dealt it, and he likes the look of glass ...
Using a real-life example, Tony Morgan takes you through how an outsider can assess a potential listed investment, identifying what makes the opportunity enticing, and how to proceed sensibly
22nd Jan 22, 9:30am
4
Using a real-life example, Tony Morgan takes you through how an outsider can assess a potential listed investment, identifying what makes the opportunity enticing, and how to proceed sensibly
Tony Morgan has a Vital problem and seeks emergency help understanding his -37% losses, so worrying his nose is bleeding
31st Dec 21, 12:59pm
1
Tony Morgan has a Vital problem and seeks emergency help understanding his -37% losses, so worrying his nose is bleeding
After following stocks in your pipeline, you will find one that deserves an actual investing position. Tony Morgan describes way to do that without upending your existing portfolio (or your sleep patterns)
19th Dec 21, 12:59pm
After following stocks in your pipeline, you will find one that deserves an actual investing position. Tony Morgan describes way to do that without upending your existing portfolio (or your sleep patterns)
Investor Tony Morgan is reminded of what is really important, even as he is greeted with a very strong result from one of his investments
12th Dec 21, 4:06pm
1
Investor Tony Morgan is reminded of what is really important, even as he is greeted with a very strong result from one of his investments
A disciplined investor will have a pipeline of ideas says Tony Morgan. Your actual portfolio should be a tight set, but your pipeline is the sandbox where you test and track your potential next additions
4th Dec 21, 9:25am
8
A disciplined investor will have a pipeline of ideas says Tony Morgan. Your actual portfolio should be a tight set, but your pipeline is the sandbox where you test and track your potential next additions
Tony Morgan lays out how and why he broke his diversification rule, and why this is only ever going to be a wise exception for those who find a unique gem after intense research
26th Nov 21, 11:40am
11
Tony Morgan lays out how and why he broke his diversification rule, and why this is only ever going to be a wise exception for those who find a unique gem after intense research
Tony Morgan leads you through the process of how to think about portfolio diversification in a practical way, with examples
19th Nov 21, 11:02am
23
Tony Morgan leads you through the process of how to think about portfolio diversification in a practical way, with examples
Tony Morgan introduces the fundaments of portfolio diversification and why it depends on your investment strategy
12th Nov 21, 11:26am
40
Tony Morgan introduces the fundaments of portfolio diversification and why it depends on your investment strategy
Tony Morgan introduces practical portfolio diversification by describing how four amigos have begun their investing journey, all in different ways, teasing out learnings from each
5th Nov 21, 12:00pm
4
Tony Morgan introduces practical portfolio diversification by describing how four amigos have begun their investing journey, all in different ways, teasing out learnings from each
Tony Morgan unpicks the changing challenges for equity investors when interest rates rise. Company debt and leverage are tougher problems, dividend flows more valuable
29th Oct 21, 2:48pm
6
Tony Morgan unpicks the changing challenges for equity investors when interest rates rise. Company debt and leverage are tougher problems, dividend flows more valuable
If you want to be a real investor, you need to do basic groundwork. And the basics are very valuable and what many skip. Don't. It's where you find the gold, although gold isn't everywhere
22nd Oct 21, 8:12am
18
If you want to be a real investor, you need to do basic groundwork. And the basics are very valuable and what many skip. Don't. It's where you find the gold, although gold isn't everywhere
One way to start building a valuable equity portfolio is to find good dividend yielding stocks, says Tony Morgan. But there are many things to consider to get the reliable income stream you are targeting
15th Oct 21, 11:34am
26
One way to start building a valuable equity portfolio is to find good dividend yielding stocks, says Tony Morgan. But there are many things to consider to get the reliable income stream you are targeting
To become a wise investor you need some guidance on a journey that will probably take a lifetime. We are starting with a new series that introduces the basics, and will help you understand how to build a solid investment portfolio
8th Oct 21, 7:20am
49
To become a wise investor you need some guidance on a journey that will probably take a lifetime. We are starting with a new series that introduces the basics, and will help you understand how to build a solid investment portfolio