EPISODE 198 - PAUL RYAN
The Morning Mail this morning focuses on a number of Industrial stocks covered by Paul Ryan, our senior industrial analyst.
Tox Free made an $18 million acquisition of Waste Solutions with 50% EBITDA margins. Paul comments on the acquisition and recommendation upgrade. Asciano has been downgraded by 4% to earnings and valuation drops by 4% to $1.83. Paul comments on Seek and the investor update the company gave yesterday. Finally, Paul comments on the demerger of Foster’s and how the stock may trade on Tuesday next week when they split.
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