macca's views on a few stocks

  1. Yak
    13,672 Posts.
    Two lists - geez, i wish H/C supported tables......

    Long term list – 2003 forecasts
    ASX
    Code Company Name Sector
    Short term
    recommendation
    Price
    $
    PER
    (x)
    Div
    Yield Franking Volatility index
    ALL Aristocrat Hotels Restaurants & Leisure Buy 4.45 13.3 4.2% 100 Speculative
    AMC Amcor Paper packaging Hold 8.34 13.4 3.9% 50 Low/Medium
    AMP AMP Multi-line Insurance Hold 9.34 8.4 6.0% 15 High
    BHP BHP Billiton Metals & Mining Buy 8.94 15.7 3.0% 100 Low
    CBA Commonwealth Bank Banks Underperform 25.77 12.3 6.2% 100 Low/Medium
    CSL CSL Pharmaceuticals Hold 17.51 15.4 2.2% 100 Low/Medium
    FGL Foster’s Group Brewers Hold 4.33 13.5 4.5% 100 Low/Medium
    JHX James Hardie Industries Construction Materials Buy 6.46 19.4 1.3% - Low/Medium
    MIG Macq. Infrastructure Group Highways Buy 3.12 13.3 2.4% 49 Low/Medium
    NAB National Australia Bank Banks Buy 31.56 11.8 5.1% 100 Low
    ORG Origin Energy Energy Buy 3.82 15.0 2.5% - Low/Medium
    PBL Publishing & Broadcasting Media Buy 8.32 18.0 2.9% 100 Medium
    PRK Patrick Corporation Marine Ports & Services Hold 12.32 18.1 1.7% 100 Medium
    RIO Rio Tinto Metals & Mining Hold 32.01 14.5 3.3% 100 Low/Medium
    RMD ResMed Healthcare Equipment Buy 5.42 23.4 0.0% - Very high
    SGB St George Bank Banks Buy 18.15 13.2 4.8% 100 Low
    SRP Southcorp Industrial conglomerates Hold 4.34 12.8 5.8% 100 Low/Medium
    SUN Suncorp Metway Diversified Financial Services Buy 10.80 12.0 6.1% 100 Low
    TLS Telstra Telecommunication Services Hold 4.50 13.6 5.1% 100 Low/Medium
    WES Wesfarmers Industrial conglomerates Buy 28.00 18.3 4.7% 100 Low/Medium
    WOW Woolworths Food Retail Hold 11.82 20.0 3.2% 100 Low/Medium
    WPL Woodside Oil & Gas Hold 11.20 11.5 5.2% 100 Low/Medium
    WSF Westfield Holdings Real Estate Mgmt & Dev. Buy 13.23 27.6 1.8% 40 Low/Medium

    Tactical list – 2003 forecasts
    ASX
    Code Company Name Sector
    Short term
    recommendation Price $
    PER
    (x)
    Div
    Yield Franking
    Volatility
    index
    BSL BHP Steel Materials Buy 3.47 10.8 5.8% 22 High
    ORG Origin Energy Energy Buy 3.82 15.0 2.5% - Medium
    ORI Orica Materials Buy 10.17 10.0 5.4% 50 Low
    NCP News Corp Media Buy on weakness 11.15 27.5 0.4% 50 Medium
    PBL Publishing & Broadcasting Media Buy 8.32 18.0 2.9% 100 Medium
    QBE QBE Insurance Insurance Buy 7.75 10.4 4.6% 12 Low
    RMD ResMed Healthcare Equipment & Serv. Buy 5.42 23.4 0.0% - Very high
    WES Wesfarmers Capital goods Buy 28.00 18.3 4.7% 100 Low/Medium

    Tactical list – 2003 forecasts
    ASX
    Code Company Name Sector
    Short term
    recommendation Price $
    PER
    (x)
    Div
    Yield Franking
    Volatility
    index
    BSL BHP Steel Materials Buy 3.47 10.8 5.8% 22 High
    ORG Origin Energy Energy Buy 3.82 15.0 2.5% - Medium
    ORI Orica Materials Buy 10.17 10.0 5.4% 50 Low
    NCP News Corp Media Buy on weakness 11.15 27.5 0.4% 50 Medium
    PBL Publishing & Broadcasting Media Buy 8.32 18.0 2.9% 100 Medium
    QBE QBE Insurance Insurance Buy 7.75 10.4 4.6% 12 Low
    RMD ResMed Healthcare Equipment & Serv. Buy 5.42 23.4 0.0% - Very high
    WES Wesfarmers Capital goods Buy 28.00 18.3 4.7% 100 Low/Medium
 
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