One of our ‘four fun stocks’ today is Super Retail Group (SUL). James Dunn talks about its exposure to a breadth of activities in sports, leisure and auto and how it’s looking cheap after coming off a high last year.
Charlie Aitken also says it’s “time to pick up the vibrating knife in SUL”
“Interest rates are at record lows, residential property prices have been rising sharply, the share market has performed well over the last two years, employment remains solid and petrol prices are collapsing with the oil price. At the macro level settings for consumers should be positive for sentiment, but discretionary retail share prices have collapsed,” he says.