the call: Friday 16 October

Two Australian stockpickers unanimously sold Fortescue, City Chic, Myer and Accent Group but split hard on Zip and WiseTech.

• Zip split opinion: Andrew Baxter-style sell vs buy split—Adam Dawes (Sean Partners) buys Zip despite US rate-hike risk citing strong TTV/app traffic; Andrew Coleman sells, flagging BNPL's high gearing and 'buy now, sometimes pay never' credit risk amid a 5-for-1 share consolidation (1.245bn to 249.2m shares).
• Retail carnage widespread: Accent Group (takeover bid at $0.65 vs ~$0.66 market, bear case $0.55/bull $0.90), City Chic (down ~99.4%, no guidance given), and Myer (both guests firm sell, David Jones struggling) all panned; only JB Hi-Fi gets unanimous buy love.

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