-
Share
31/01/03
17:14
Share
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