The retail sector has been as soft as an egg. However, a recent survey of Livewire readers showed that many believe the threat of Amazon is overplayed. We’ve taken this lead to go looking for opportunities in a sector that’s on the nose.
Panel: Matthew Kidman, Centennial Asset Management; Ron Shamgar, TBF Investment Management; Dean Fergie Cyan Asset Management.
The stocks discussed are JB Hi-Fi, Bapcor and Beacon Lighting, we also asked each panelist to bring along their top sector pick.
Ron Shamgar from TBF Investment Management shares a retailer he thinks the market has missed. It’s trading on just 8x forward PE with a 7% yield (fully franked).
Dean Fergie from Cyan Asset Management steps up with what he says is one of the most exciting companies on the ASX, and backs it up by slapping it with a ‘strong buy’.
Matthew Kidman from Centennial Asset Management is your host, so tune in for the latest exclusive from Livewire.
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Buy Hold Sell is a weekly video series exclusively available through Livewire. In each episode two fund managers are asked for their views 'Buy, Hold or Sell' on five ASX listed companies. The format is meant to be short, sharp, insightful and...