Why stocks in this sector are near an inflection point
Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.
JB Hi-Fi could buck the broader retail trend in a tough year ahead
Tipped to hold up better than most, JBH has a few traits others in the space don't, says Hugh Dive of Atlas Funds Management
ASX consumer discretionary stocks: Broker views and a fundie’s top pick
Has the inflation-sensitive sector performed as expected, and what lies in store for the year ahead? Read on to get some insights.
Why this retailer is still a buy despite the looming consumer slowdown
Ask the average punter about the fortunes of the retail sector over the past 12 months and the response is likely to be somewhere in the range of average to poor....
The quirky trend to add to your recession ready portfolio
Have you treated yourself this week? Perhaps a takeaway dinner or a new book or a new lipstick? The type of treat you and millions of others buy in particular...
Charts and caffeine: Pizza and wine with a side order of buy the dip
Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...
Signs to look for before buying the retailers
Well-run retailers are generally excellent businesses to invest in. They generate high returns on equity with minimal debt requirements. They also generate strong...
Which retailers have weathered the market storm?
In response to recent trading updates, the share prices of many listed retailers have been hit for six. With retail sales falling short of expectations, supply chain...
An unusual recession for the Aussie consumer
There are two types of consumer companies: staples and discretionary. Staples deal in goods that we need every day, generally companies like supermarkets or food and...
Don’t count on a consumer crash
Out of countless ‘COVID surprises’, the Australian consumer has been the most astounding. Its strength has dragged our economy out of what could have been a...
How to play the shakeup in property, consumer habits
Clear trends and themes have emerged in investment markets as a result of the pandemic and its effect on discretionary and non-discretionary spending and where we...
Winners, losers and the year for value
What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...
Here’s why small caps will continue to run and 3 ways to play it
This investor fervour, variously known as the reopening trade, was directed towards those domestic companies whose earnings will benefit from a surge in personal...
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