The Importance of Quality Over Quantity

An anonymous listener asks why Scott U-Hold shares in Harvey Norman should not be bought. He says JB Hi-Fi has outperformed Harvey Norman recently and manages the good guys, even though the good guys hasn't shown strong performance. While JB's cost to serve is lower than Harvey's, does this advantage offset Harvey's superior leverage with suppliers? Also, how do JB Highies membership with NATA, which is National Retail Association or something, influence their competitiveness given the cut taken by NATA from each supplier? Lastly, I consider investing a considerable sum currently in the offset of their investment into the stock market, the plan is dollar cost average, into the Vanguard Australian shares