On the Monday edition of the Morning Mail, David Hay is joined by the Evans and Partners Head of Research Paul Ryan.
Paul revised his investment recommendation on Toll Holdings Ltd from Negative to Neutral last week. We discuss the rationale surrounding this change and what he will be looking for from the company in their upcoming result. The current share price weakness may present a shorter term trading opportunity leading into this event.
Separately, Paul comments on Brambles Ltd. The focus here remains the strong management team that has now been in place for ~15 months.
