Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James and Team Can I have your current view on these consumer discretionary stocks. Do you expect they will rally into Christmas? MMatters hold LNW, JBH & NCK in this space - I assume they are your preferred holdings in this space regards Debbie
Hi Debbie,
Short answer is yes, we are positive on all three, expecting better performance into Christmas, particularly for JBH and NCK if bond markets stabilise. It was interesting to see LNW make UBS’s high conviction buy list for this month, and we agree, preferring LNW to ALL on valuation. You also flag APE, which is a stock we are looking at currently as a potential addition to the Income Portfolio. We think it looks interesting at current levels.
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