On today’s edition of the morning mail, Philip Anglin discusses the industrial sector with the Evans & Partners’ Head of Research, Paul Ryan. After a flat performance in calendar year 2010, Paul discusses the prospects for the sector in the year ahead.
More specifically Paul provides an update on Tox Free Solutions Ltd (TOX) following the extreme weather conditions around the country. We also discuss managing holdings in Ramsay Healthcare Ltd (RHC) given the strong share price performance. Finally Paul nominates Seek Ltd (SEK) as his top pick for the year in his research universe.
