EPISODE 366 - PAUL RYAN
On the mid week edition of the Morning Mail, David is joined for the first time in 2012 by Evans and Partners Head of Research Paul Ryan.
This morning we cover two participants in the transport sector: QR National Ltd and Toll Holdings Ltd. Paul commences by covering what key issues management must confront to deliver earnings growth in this capital intensive part of the market. This is an important insight into what issues Paul considers in his thinking when analyzing these companies.
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