"You really see the quality of a retailer when they are put under stress and [JBH] has passed every test," Gaurav Sodhi, Intelligent Investor

Mathan Somasundaram from Blue Ocean Equities and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: COL, XRF, JBH, AQR, PDN, ENN, SE1, LLC, LYC, TTT. The stock of the day is News Corp (NWS).

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