On the final edition of the Morning Mail for the week, David is joined by Evans and Partners Senior Research Analyst Tony Wilson.
On his previous appearance on the Morning Mail, Tony commented that there would be potential opportunities in the Discretionary Retail Sector given the recent retracement of share prices. Tony has now released a research report that covers these thoughts, while at the same time raising our recommendation for JB Hi-Fi Ltd to Positive and moving Billabong International Ltd to a Neutral recommendation (from Negative).
We discuss the key messages from Tony’s report and these recommendation changes this morning.
