Value emerging in this unloved sector

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Retail stocks have been down in the dumps in recent months as the hype around Amazon’s entry into the Australian market builds. Neil Margolis, Lead Portfolio Manager at Merlon Capital Partners, has been finding retail stocks trading at 10 to 15 times cashflow, while the broader market trades around 25 to 30 times cashflow.

"Amazon will have an impact, but we think that’s been more than factored into the share prices”

In this video, Margolis shares three important considerations for assessing a retailer’s ability to weather the Amazon storm.

For further insights from Merlon Capital, please visit their website


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Andrew Button

Great analysis with valuable insights. Keep them coming!

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Jeremy Angelis

Logical and realistic. Thanks.

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Peter Fox

just common sense

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