Value stocks

  1. 5,447 Posts.
    I was asked what stocks will give value over the next 12 months.Stocks that have orders to complete on big projects that are not affected by short term turn downs.Big projects are financed by governments and banks on a long time scale and are less affected by the dips.Fleetwood[FWD]is a good example;contracts to supply construction camps for the Alice to Darwin railway.This projects is already funded and will continue through ups and downs till completed.Developers and contractors have billions of work on their books to be completed in the next two years.HWE,LEI,CLO.Oil and gas explorers that are well funded will continue to drill.The danger area is the retail consumer stocks that are affected by sentiment;however beer drinkers are likely to drink their sorrows away......brewers will do well.Fosters are going in big to the Indian market which is allowing private bottle shops to open up and grocery stores to sell alcohol.With 900 million population,can't go wrong.Seems to be a sheep shortage too,must be an angle there.Road hauliers investing in railroads??Must be something going on there.Who makes the rolling stock?Sorry there are no tech stocks there but if money is short they will feel the pinch first.
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