On the midweek edition of the Morning Mail, David is joined by Research Analyst at Evans and Partners, Tom Strong.Tom summarizes his recent note on the Listed Investment Company (LIC) space, touching on sector performance over the last year. Tom also introduces new additions to his coverage including the Naos Emerging Opportunities Fund (NCC) and the PM Capital Global Opportunities Fund (PGF).

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

On the Tuesday edition of the Morning Mail, David is joined by Chief Executive Officer at Evans and Partners, Paul Ryan.Aurizon Holdings Ltd (AZJ) is on the agenda with Paul providing an update on the recent announcement of further impairment...

On the Tuesday edition of the Morning Mail, David is joined by Chief Executive Officer at Evans and Partners, Paul Ryan.Aurizon Holdings Ltd (AZJ) is on the agenda with Paul providing an update on the recent announcement of further impairment charges/restructuring costs associated with the Company’s transformation program. Paul outlines the revised timetable for the regulatory decision surrounding AZJ’s Network Division whilst also discussing the status of its joint bid for Aquila Resources with Baosteel Group. Paul concludes by discussing how these events have been incorporated into his earnings forecasts and valuation, and reiterates his recommendation on the stock.

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

On the first edition of the Morning Mail for the week, David is joined by Head of Research at Evans and Partners, Lou Capparelli.David and Lou discuss the recently floated Spotless Group Holdings Ltd (SPO), an offering that Evans and Partners acted as Co-Lead Manager. Lou provides an overview of the business, including a historical run down of its management. Lou alludes to key opportunities for potential growth for the business, expected yield of the stock and any possible business risks on the horizon.

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

On the first edition of the Morning Mail for the week, David is joined by Head of Research at Evans and Partners, Lou Capparelli.David and Lou discuss the recently floated Spotless Group Holdings Ltd (SPO), an offering that Evans and Partners acted...

On the final edition of the Morning Mail for the week, David is joined by Chief Executive Officer at Evans and Partners, Paul Ryan.There has been significant news flow regarding Treasury Wine Estates Ltd (TWE) since it last featured on the Morning...

On the final edition of the Morning Mail for the week, David is joined by Chief Executive Officer at Evans and Partners, Paul Ryan.There has been significant news flow regarding Treasury Wine Estates Ltd (TWE) since it last featured on the Morning Mail. Paul provides a detailed update incorporating new management’s turnaround initiatives, earnings guidance for FY14 and last month’s proposal from Private Equity firm KKR. Paul also discusses the positioning and performance of TWE’s Californian business and the challenges ahead for the Commercial segment before discussing his valuation and recommendation for TWE.

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

On the Thursday edition of the Morning Mail, David is joined by Senior Research Analyst at Evans and Partners, Tony Wilson.Tony refers to the current softness within the domestic retail environment, alluding to contributing factors such as adverse...

On the Thursday edition of the Morning Mail, David is joined by Senior Research Analyst at Evans and Partners, Tony Wilson.Tony refers to the current softness within the domestic retail environment, alluding to contributing factors such as adverse weather conditions in Autumn and recent Budgetary noise. Tony highlights specific stocks including Premier Investments (PMV), JB Hi-Fi Ltd (JBH), Woolworths Ltd (WOW) and Wesfarmers Ltd (WES), focusing on their discretionary exposure given current conditions.

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

On the midweek edition of the Morning Mail, David is joined by Research Analyst at Evans and Partners, Chris Hernandez.We have recently initiated coverage on Federation Centres Ltd (FDC) and Chris begins by providing an overview of the core business...