Buy Hold Sell – The modern world of retail

With the consumer showing signs of life and the busy Christmas period approaching this episode of Buy Hold Sell looks at a selection of old and new businesses exposed to the retail sector. Scentre Group owns 14 of the top 20 shopping centres in Australia, offering a high quality and stable exposure to the sector. Recent listing Surfstich is pursuing a purely online model and so far has ridden the wave of a falling currency. Lovisa has been one of the top performing floats in recent times with fast moving fashion proving to be a hit. Adairs is another recent listing that has performed well, however, exposure to the housing cycle could prove to be a challenge. Shares in Retail Food Group have suffered heavily since peaking in March, we ask if there is value on offer at the current level. Matthew Kidman hosts Ben McGarry and Steve Johnson is this latest episode of Buy Hold Sell. Click here or on the image below to watch the video