A great company in a great market doesn’t always present a great investment opportunity; the value of a stock is often determined by how much you pay for it. As Morningstar’s equity expert Adam Fleck explains, valuations can vary dramatically with sentiment, market movements and changes in sector and company fundamentals.

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In our latest episode of Your Wealth, Gemma Dale interviews Adam about the companies Morningstar favours in the Australian market, and his thoughts on:

Several overlooked companies that Morningstar currently recommends,

Which sectors represent good value in the current market,

The Big Australian companies he’s avoiding right now,

Why he thinks the global market is over-valued, and

How Morningstar undertakes both quantitative and qualitative research, including methods you can also apply.

As a nabtrade investor, you have complimentary access to Morningstar quantitative research on over 180 Australian companies. If you are not a nabtrade customer and you’d like to access this research, join now.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.

 

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