JBH 3.01% $80.98 jb hi-fi limited

Sure, but the bull case:- annual population growth in Australia-...

  1. 3,364 Posts.
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    Sure, but the bull case:

    - annual population growth in Australia
    - potential for rate cuts from H2 onwards
    - highly profitable company with potential for dividend growth/buybacks

    It's no longer deep value in my eyes as it was when I was buying heavily 2022 and 2023, but I'm very happy to hold this in the portfolio going forward.
 
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