This week we bring you an update on the retail space following Amazon’s launch and insights into our investment selection process with a new undervalued small-cap. Analysts – David Walker, Jonathan Wilson and Damen Kloeckner come together to discuss their perspectives in this open forum, covering Commonwealth Bank, JB-Hifi, Accent Group, Amazon, Vicinity, Kangaroo Island Plantation Timbers and Redflex.
Clime Asset Management owns shares in RDF, CBA, VCX and KPT for and on behalf of various mandates for which it acts as investment manager.
David owns shares in CBA and VCX.
Damen owns shares in AX1 and KPT.
Jonathan owns shares in RDF.