Buy Hold Sell

Amazon’s entry to Australia is getting closer and the market is getting nervous. Who will see their margins slashed the most? Simon Shields from Monash Investors and Dean Fergie from Cyan Investment Management share their thoughts on the risks and opportunities as the big shark comes in.

“Anybody using other peoples brands, like the department stores … you’re seeing them go bankrupt in the US. So... Myer you would want to stay well away from”

Key points

  • Margins will inevitably fall in key target areas for Amazon
  • Companies supplying low-cost, deliverable goods could struggle
  • Companies selling other people’s brands will suffer (Avoid Myer)
  • Companies supplying larger goods that can't be delivered easily may fare relatively better. Could include: Nick Scali, JB HiFi.

To hear about some of the opportunities being identified in the latest episode of Buy Hold Sell, you can click here.


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