Buy Hold Sell: Retail Stocks - MYR, HVN, NCK, JBH, ARP
Buy Hold Sell: Retail Stocks - MYR, HVN, NCK, JBH, ARP. In this episode of Buy Hold Sell Chris Stott, CIO of Wilson Asset Management, and Steve Johnson, CIO of Forager Funds tackle five retail stocks. After a recent downgrade is Myer cheap enough to buy or are the structural challenges too overwhelming? Harvey Norman and Nick Scali are two retailers both exposed to the booming domestic housing sector. Are these stocks a good way to play this thematic? JB Hi-Fi shares are at 12 month lows. However, with plenty of excitement around the release of a new iPhone are the shares approaching buy territory? Finally, ARB Corporation has been a great Australian story. However, with a slowdown in the mining sector will their 4wd upgrade services come under pressure? Matthew Kidman puts these questions to our expert panel in this short video:
Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.