review of stox - macca's view

  1. Yak
    13,672 Posts.
    Be good if H/C supported tables......


    Long term recommended list – 2003 forecasts
    ASX
    Code Company Name Sector
    Short term
    recommendation Price $
    PER
    (x)
    Div
    Yield Franking Volatility index
    AMC Amcor Paper packaging Buy 8.08 13.4 3.7% 50 Low/Medium
    AMP AMP Multi-line Insurance Underperform 5.08 11.7 3.5% 15 Medium
    BHP BHP Billiton Metals & Mining Hold 8.37 15.1 3.0% 100 Low
    CSL CSL Pharmaceuticals Buy 12.47 15.7 2.7% 100 Medium
    FGL Foster’s Group Brewers Hold 4.24 14.3 4.7% 100 Low/Medium
    IAG Insurance Australia Group Insurance Buy 3.48 22.6 3.0% 100 Low/Medium
    JHX James Hardie Industries Construction Materials Buy 7.18 21.3 1.2% 0 Medium
    LEI Leighton Holdings Capital Goods Buy 9.57 13.3 4.7% 100 Medium
    MIG Macq. Infrastructure Group Highways Buy 3.52 9.4 2.1% 12 Medium
    NAB National Australia Bank Banks Buy 34.11 12.9 4.8% 90 Low
    ORG Origin Energy Energy Hold 4.20 17.0 2.3% 41 Low/Medium
    PBL Publishing & Broadcasting Media Buy 9.83 19.5 2.7% 100 Medium
    PRK Patrick Corporation Marine Ports & Services Hold 12.35 17.9 2.1% 100 Medium
    RIO Rio Tinto Metals & Mining Buy 28.57 15.0 3.4% 100 Low/Medium
    RMD ResMed Healthcare Equipment Buy 5.70 25.2 0.0% 0 Very high
    SGB St George Bank Banks Buy 21.18 15.1 4.4% 100 Low
    TLS Telstra Telecommunication Service Buy 4.48 14.5 6.0% 100 Low/Medium
    WBC Westpac Banks Hold 16.56 13.5 4.7% 100 Low
    WES Wesfarmers Industrial conglomerates Buy 25.20 16.8 5.4% 100 Low/Medium
    WOW Woolworths Food Retail Hold 12.51 20.7 3.1% 100 Low/Medium
    WPL Woodside Oil & Gas Hold 12.60 14.2 4.6% 100 Low/Medium
    WSF Westfield Holdings Real Estate Mgmt & Dev. Buy 14.50 29.3 1.7% 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 3.75 6.4 5.3% 100 High
    NCP News Corp Media Buy on weakness 11.25 28.5 0.3% 50 Medium
    PBL Publishing & Broadcasting Media Buy 9.83 19.5 2.7% 100 Medium
    QBE QBE Insurance Buy 9.32 11.9 4.0% 12 Low/Medium
    RMD ResMed Healthcare Equipment Buy 5.70 25.2 0.0% - Very high
    WES Wesfarmers Capital goods Buy 25.20 16.8 5.4% 100 Low/Medium
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.