Why this fundie is still backing retail stocks

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Airlie’s Matt Williams on being careful of fund managers shrinking assets, no matter how cheap they look, and the opportunities in Nick Scali, Premier Investments and Wesfarmers.

Does this market remind you of any other times you’ve invested through?

I’m more inclined to search for opportunities. I like our existing holdings of Nick Scali, and Premier Investments at these prices. Bunnings is also well placed due to its dominant market position. Lovisa looks interesting but is still a bit too expensive for my liking.I’ve made a few mistakes this year.

 

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