Video: Value Emerging in This Unloved Sector

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.

Click below to watch the Livewire Exclusive video in which Neil shares three important considerations for assessing a retailer’s ability to weather the Amazon storm.