EPISODE 7 - TONY WILSON
To finish off this week's Morning Mail Tony Wilson and David discuss our move from a Neutral to a Positive view on Wesfarmers.
Firstly we touch on our take out from the strong employment number, and the potential impact on client portfolio's.
Wesfarmers is a company that we have been patiently monitoring for an appropriate entry point. With the share price moving back in line with the market, and growing confidence in the Coles business turnaround we have now changed our recommendation. Tony Wilson discusses our view in detail.
Important Notices
The Provider of this Presentation
This presentation is provided by Evans and Partners Pty Ltd, ABN 85 125 338 785, holder of AFSL 318075.
Except for any liability which cannot be excluded, Evans and Partners, its directors, employees and agents accept no liability or responsibility whatsoever for any loss or damage of any kind, direct or indirect, arising out of the use of all or any part of this material in this presentation. All information is correct at the time of publication; additional information may be available upon request.
Information Purposes Only
The material contained in this presentation does not constitute a specific offer or solicitation with respect to the purchase or sale of securities. The information contained in this presentation should not be regarded by viewers as a substitute for the exercise of their own judgment. This presentation is provided to the recipient only and is not to be distributed to third parties without the prior consent of Evans & Partners.
Not Personal Financial Product Advice
No information in this presentation is intended as personal financial product advice. None of the content is based on any investor's objectives, financial situation and needs. Any general recommendations or opinions expressed in this presentation should not be construed as advice that is personally suitable for you. Please contact your financial adviser if you wish to discuss the content of this presentation.
Not Taxation Advice
Any information provided in this presentation is not taxation advice. Accordingly, you should seek independent taxation advice from your taxation or legal advisers.
