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Retailers defy doomsayers

Clime Investment Management

Clime Investment Management

Falling commodity prices is not the only story worth pursuing, ASX’s retail sector performs well. The US Federal Reserve has ­capitulated to market pressure and gone dovish (less likely to raise rates), and other central banks are cutting interest rates (some to below zero), but all the talk of slowing world growth is bypassing the ASX’s retail sector which is looking stronger than many might have expected. On balance the retail stocks we like the most are Nick Scali, JB Hi-Fi, Wesfarmers and Woolworths, each of which is trading at a discount to or in line with our respective $4.90, $24.20, $41.70 and $23.30 valuations. (VIEW LINK)


4 stocks mentioned

Clime Investment Management
Funds Management & Stock Research
Clime Investment Management

The Clime Group is a respected and independent Australian Financial Services Company, which seeks to deliver excellent service and strong risk-adjusted total returns, closely aligned with the objectives of our clients.

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