JB Hi-Fi Ltd (JBH) or Nick Scali Ltd (NCK)?
Hey James and Team Thanks so much for your commentary and strategic thinking in this volatile market I am considering buying either JBH or NCK - I don't own either I consider both quality retailers , the best on the ASX Mindful that we could be in an interest rate tightening cycle which could impact spending I consider JBH " less discretionary " than NCK ie consumers are more likely to but computers and phones from JBH than splurge on a more expensive sofa from NCK However , NCK probably offers more growth particularly if they continue to be successful in the UK From your perspective which stock offers the best risk/reward opportunity ? I think you hold NCK but don't currently hold JBH I would appreciate your views GA only Many thanks David
