Electronics and entertainment retailer JBH is a retailer we’ve discussed a number of times in 2024, and our view hasn’t changed. Current concerns around rate hikes could take the stock down into our buy area. JBH is a quality retailer that has been able to flex its muscles in recent years, cementing it as our preferred large-cap pick in the space.
- We are keen buyers of JBH in the $58 region, or around 5% lower.