Our guest on the mid-week edition of the Morning Mail is Evans and Partners Senior Research Analyst, Tony Wilson.
Tony launches research on retailer Premier Investments Ltd (PMV) with a positive recommendation. He outlines the brand names that make up the PMV business and the options the company has to drive share price performance, from both growth and cost cutting perspectives. Tony also discusses his valuation thesis, which includes cash and franking credits currently on the company’s balance sheet.
Tony closes with a comment on the broader retail environment: a view that has not changed.
