Chief Investment Officer Mike Hawkins joins David on the Morning Mail today.
We seek Mike’s view on the company reporting season to date, including dividends and profit outlooks. We discuss briefly on what these comments mean for analysts expectations. Mike also comments on the banking sector post ANZ Banking Group Ltd and Westpac Banking Corporations recent quarterly updates.
Yesterday, within the Evans and Partners Model Portfolio Mike made changes to the positions in Computershare Ltd and Ramsay Health Care Ltd. The position in Fosters Group Ltd performed strongly yesterday also and Mike provides his views in respect to these positions.
