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 Aus Financial Revue Top Stock Picks for 2015 ?
Hi can someone with a paid sub please list the above; I'm sure it would be appreciated by at least 70 of us who entered the comp and the silent majority that didn't .
Last edited by Joshuatree; 01-01-2015 at 01:45 PM.
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Found this FREE one from The Australian. Comments? Have respaced them out for ease of reading. 100 picks in all .Ive just posted stock picks the rest being funds etc. We could do with more entries in the Aus stock pick comp so come on make it harder for me and healthy comp is good and it def improves my performance.
The top 100 picks for investing in 2015
TOSSED by rollicking markets, investors need follow only one guide in 2015 — Uncle Sam, the epitome of the US government, to lead markets to sanity and success in the year ahead.
Fuelled by plentiful oil and gas, and a bagful of dollars, Uncle Sam’s citizens will buy the cars, build the houses and run the computers to reinvigorate the world’s economies. The US market might have run up strongly already on such thoughts, and the world still faces OPEC oil floods, an anxious Europe and a dozy Japan, but America still looks like the place to be.At home, look for the jewels in consumer-focused stocks that will pick up on lower petrol prices, low interest rates, solid home building and an improving job market. Bold voices such as CommSec have suggested the ASX 200 index will nudge 6000 by the year’s end, while UBS suggests 5700.The Australian has canvassed its staff and contributors in the quest for enlightenment on where to tread on the slippery paths of 2015. Please select according to taste and risk tolerance.
ONLINE OPERATIVESOptimism abounding
1. Iproperty (IPP)Operators of market-leading online property portals in Southeast Asia, which corral online buyers and sellers for property listings. Appears well placed to snare property advertising that elsewhere in the world is stampeding away from newspapers towards online. Rated a buy by Morningstar.
2. Shoply (SHP)A rare pure-play online shopping exposure, Shoply has grown since its debut in 2013 in moving from an internet advertising house to acquire related businesses Your Home Depot, Warcom and Wow.baby.com.au. Its competition includes Asia-focused iBuy (E88) and Grays eCommerce (GEG), the latter formed from the merger of Mnemnon (Deals Direct and Top Buys) and Grays. Criterion rates Shoply a spec buy.
3. Skyfii (SKF)A consumer-data play, where shopping centre owners, advertisers and business owners see where consumers are browsing and buying in shopping centres. Compiles the data by tracking connections to digital, WiFi, e-commerce and social media sites. Trading above its November listing price, revenue generating and perhaps profits in time. Has plans for a joint venture deal in Indonesia, and is eyeing South Africa and Brazil.
TECHNOLOGY TIDDLERSThoughtful times
4. Carnegie Wave (CWE)The oil price slump aside, Carnegie shares have been firming in the wake of the commissioning of the wave power group unit off Garden Island near Perth. A second unit is due on stream within weeks, to deliver power to the nearby naval base in the New Year. A spec buy from Criterion.
5. NextDC (NXT)Runs big data centres that host companies’ computer servers in the cloud, which cuts the need for businesses to invest in their own IT infrastructure. Has enjoyed strong revenue growth and is poised for profitability.
6. Praemium (PPS)A software company that offers investment administration and financial planning technology platforms for the financial services industry. It operates in Australia, Britain, Jersey and Hong Kong.Debt free and enjoying revenue growth of about 12 per cent a year over the past three years, one of its longstanding customers has extended its contract for a further five years with a minimum contract value of $3m a year. A retail product targeting SMSFs may be a catalyst for long-term growth, suggests Wise-owl.
7. YPB Systems (YPB)An anti-counterfeiting business, which detects frauds through the use of tracers, covert markers and technology in the mass-dollar problem areas of food, cosmetics and clothing. A buyer can check if a grocery line is the real thing, even if it is only soap powder. A recent listing, it is already a revenue generator.BOLD CALLSWho knows what tomorrow might bring?
8. Arena REIT (ARF) The stable and favourable long-term outlook for the childcare and healthcare industries will underpin ARF’s long-term cashflows and sustain its distributions to security holders. While changes to government regulation and profitability of its key tenants will present risks, ARF believes that they will be able to manage these risks through active monitoring and broadening of its tenant base. Liked by Lincoln Indicators.
9. Berkeley Resources (BKY)A growing high-grade uranium resource, outstanding management team, strong cash at bank and infrastructure-ready makes BKY’s Spanish project the standout stock in the uranium space. Liked by Argonaut Securities.
10. Metcash (MTS)Retailing’s third force has slipped recently on failing to reach market expectations, but a new chief executive could achieve a turnaround. A spec buy from Criterion.
11. Nemex Resources (NXR)A mining and technology company with a stake in Wavefront Biometrics Technologies (WBT), that is developing unique recognition technology using the eye’s corneal surface. Laboratory testing suggests it could be better than existing benchmarks, such as iris recognition. If it works, it could lead to licensing talks across multiple industries. Liked by Wise-owl.
12. Paringa Resources (PNL)As the US economy hauls the world higher, one coal play could make sense. Argonaut Securities points out that this developer of the high quality Buck Creek thermal coal project in the Illinois coal basin in Kentucky is adjacent to 18 coal-fired power plants.PUNTING POTENTIALPerformers possibly
13. Capilano Honey (CZZ)Has doubled in price in the past year but still has potential. Dry weather means local honey supplies have been constrained, but while Capilano is exclusively Australian, its other brands of Allowrie and Smiths have been able to import Argentinian and Chinese honey, to maintain and win market share. Rated a buy by Criterion.
14. Emerchants (EML)A non-bank issuer and processor of prepaid plastic cards, for example when used to pay corporate expenses. Its well-regarded ability to combat fraud is liked by the corporate world, when dealing with electronic expenses, reward programs and retailer gift cards, but curiously of little interest to banks. Expanding into Britain, and appears on the cusp of profitability.
15. Skilled Group (SKE)Providers of staff to healthcare, manufacturing and resources industries have been heavily marked down on the busting of the mineral boom. But since only a quarter of Skilled Group’s revenue comes from mining, it could be worth a look in these tougher times. So too might be Programmed Group (PRG). Liked by Criterion and Morningstar.RISING STARSReady to run
16. Calzada (CZD)With the acquisition of PolyNovo, it acquired the burns treatment Novosorb, a biodegradable polymer or plastic sheeting. Has also had access to controversial fat-busting and muscle-building drug AOD 9604, taken by football players, but recently said it is divesting itself of that business, Metabolic Pharmaceuticals. Worth a look.
17. Colorpak (CKL)Designs and makes cardboard cartons for all sorts of industries, from cosmetics and pharmaceuticals to food, beverages and wine. It also does paper cups and lids, blister and lidding foils, self-adhesive labels and laminates and point of sale displays and other packaging across Australia and New Zealand. Colorpak operates three sites, two in Australia and one in New Zealand, and competes with Orara, the Amcor spin off.
18. Greencross Vets (GXL)A listed veterinarian play, it is a rapidly-expanding chain of veterinary practices now boasting a broader pet care business, with the $330m purchase of the Petbarn network. All up it has more than 120 stores and 100 vet clinics across Australia and New Zealand. Still worth a buy.
19. Nearmap (NEA)An aerial mapping specialist, with an income cash flow from subscribers. Not cheap, but marked back lately. Customers include transport authorities, local government and power and water utilities. Has entered the big US market, with coverage of larger population centres on the east and west coasts.
20. OzForex (OFX) An online financial payments and foreign exchange provider that offers customers price and speed benefits. Now profitable in the US, the business is scalable with bigger volumes reducing unit costs. With counterpart banks reportedly more selective in providing dealing facilities, the climate is hard for new entrants. A meaningful share price recovery will depend on better client numbers and success in signing additional white-label partnerships. Time to accumulate, say Morningstar and Lincoln Indicators.
21. STW Communications (STW)If you think the world is going to be doing a lot more talking soon, then maybe the place to be is across the advertising and marketing world. This company has tentacles everywhere through its 80-odd operating companies here and in New Zealand, which offers diversification is a fiercely competitive industry that has witnessed great writedowns in this past year. The dividend yield has been nice. A case of market overreaction, that could be redressed this year? Morningstar has a buy on it.
22. Retail Food Group (RFG)A Brisbane-based chain of cafe franchises and coffee roasters that has just acquired the specialty coffee roaster Di Bella, to add to its swag of names, which includes Gloria Jeans, Donut King, Michel’s Patisserie, Brumby’s Bakery, Esquires Coffee, Pizza Capers Gourmet Kitchen, Crust Gourmet Pizza Bars, The Coffee Guy and bb’s cafe franchise systems. A caffeine-lead expansion perhaps? Its price has run up, but maybe worth a look.GOLDEN GLINTGleaming in the gloom
23. Gold Road (GOR)A new gold project developer based at its Gruyere discovery on the Yamarna Greenstone Belt in the far east of Western Australia. It is still a couple of years away from commissioning what looks like being a 170,000 ounce a year project with an initial 12- to 15-year mine life and plenty of exploration and development potential at the deposit and regionally. Liked by StockAnalysis.RESOURCES STOCKSReady to rise
24. Independence Group (IGO)A low-cost gold producer, via its 30 per cent interest in the Tropicana project 300km north east of Kalgoorlie. The company is a serious nickel producer at Long Mine, and has zinc and copper production at Jaguar. A strong balance sheet with positive cash flows at current prices across all three commodities. Outside of the majors, it is one of the better defensive miners due to its diversified and quality assets. Liked by PCF Securities, StockAnalysis and Argonaut Securities.
25. Northern Star Resources (NST)The rising star of pure gold companies with moderate operating costs and excellent exploration appeal around its existing four mining camps. Has hit the ground running with solid mine performance generating good cash flow. Exploration results showing potential mine life extensions have started to flow from the $50m drilling budget. Now the largest ASX-listed gold pure play below Newcrest. Liked by Argonaut, Hartleys, PCF Securities and StockAnalysis.
26. Doray Minerals (DRM)WA-based junior gold producer with the Andy Well gold mine producing about 80,000 ounces a year. Output is likely to double to 160,000 ounces equivalent with gold and copper production from the Deflector deposit following the merger with Mutiny Gold. The merger diversifies operational risk and revenue streams, with both assets having potential for exploration success and mine life extension. Liked by Argonaut and PCF Securities
27. Rox Resources (RXL)A junior explorer and developer with three quality assets in Bonya (copper, NT), Mount Fisher (nickel sulfides, NT) and the large Teena deposit Joint Venture with Teck (Zinc, NT). Good exploration results have continued to increase the size of all three deposits. A better than average bet given three quality projects all with good development potential. Liked by PCF Securities.
28. Crusader Resources (CAS)Brazil-focused miner and explorer. Cash flow from its small scale Posse iron ore mine is being used to progress its high-grade Juruena gold project. Brazilian iron ore prices haven’t been hit as much as Australian, with Posse still washing its face. Drilling at Juruena has commenced and should return high-grade gold results indicating good potential for mine development. Liked by PCF Securities.
29. Duketon Mining (DKM) Up and running quickly following the recent IPO with outstanding nickel sulfide drill results from its maiden drill program at its namesake Duketon project in WA. The high grades from its Nariz discovery have the potential to supplement the larger low-grade nickel mineralisation at its nearby Rosie deposit. Based on early-stage results to date, Nariz and Rosie have the makings of a sizeable and economic nickel system. Liked by PCF Securities and Hartleys..
30. Western Areas (WSA)The highest quality nickel sulfide producer due to high grades and long mine life. The default nickel pure play if looking for lowest risk. A history of good production and exploration success. Liked by Patersons.
31. Cassini Resources (CZI)CZI acquired the West Musgrave project from BHP in May, which included the large Nebo-Babel nickel-copper deposit. It has since discovered the large scale Succoth copper deposit only 13km from Nebo-Babel. While remote, the project is large scale and potentially world class. CZI has sizeable exploration upside as well as potential corporate appeal. Liked by PCF Securities and Hartleys.3
32. Sirius Resources (SIR)The Nova nickel project remains one of the best undeveloped nickel sulfide projects globally, with very low forecast costs of about $3.20/lb of nickel, with the first ore in due early in 2016. Debt financing has been secured, while offtake and final permits are in process. Liked by Hartleys.
33. AWE (AWE) Holding interests in the lower-cost Eagle Ford Shale light tight oil project in Texas, AWE should survive a year or two of low oil prices according to StockAnalysis. “It is largely a gas-driven company in Australia where prices are rising. Its involvement in the Bass, Otway and Perth Basins provides growth opportunities, especially following its surprise discovery of conventional gas at Waitsia just north of Perth. Keep an eye on the outcome of testing of Waitsia north of Perth in early 2015, production upgrades from BassGas by mid 2015 and development of its 50 per cent held AAL project in Indonesia during 2016. Morningstar rates it a buy, as does Argonaut Securities.GAMINGWorth a punt
34. Ainsworth Games Technology (AGI)An electronics gaming machine maker, with a fistful of licences to sell into various jurisdictions, recently buffeted by profit guidance downgrades. Yet the company is led by a pioneer of the industry in executive chairman Len Ainsworth. One of the top three players in the mature domestic market, it is chasing opportunities offshore where earnings are surging and more licences are being secured. Rated a Morningstar buy.FINANCIALS Fuelled to fly
35. Treasury Group (TRG)Its boutique financial partners have performed well and continue to grow funds under management. Its merger with US-based Northern Lights Capital Group should deliver more scale, geographic and product diversification, as well as enhanced global distribution capabilities. This deal will also allow TRG to leverage new relationships with BNP Paribas Capital Partners and Laird Norton, as well as help attract quality new boutique partners. Liked by Lincoln Indicators.HOUSEHOLD GOODSLower petrol prices leaves more to spend
36. Carsales.com (CRZ)Another solid full year result with top-line growth across all segments and better operating margins, that management says is continuing. Morningstar says the recent Stratton Finance and Tyresales acquisitions will boost earnings growth in FY15, while the core business continues to perform well. The company also has long-term growth opportunities internationally through investments in Webmotors (Brazil), Skencarsales (South Korea) and iCar Asia (South East Asia). Also liked by Lincoln Indicators.
37. Thorn Group (TGA)Doing well in its Radio Rentals business and the Thorn Financial Services division. Lincoln Indicators expects a number of key drivers to propel the business in future periods, including a shift in the core Radio Rentals business towards longer-term contracts, growth in receivables as well as acquisitive growth. Growth in future earnings will support both cash flow and dividend growth, giving investors an attractive income stream.HEAVYWEIGHTSEnergised to move
38. Alumina (AWC) A low-cost alumina producer, with much high-quality bauxite resources and access to long-term gas from the North West Shelf. With the alumina industry loss-making, and Alumina’s enterprise value less than half the replacement cost of alumina capacity, value is compelling. The move from long-term-contract to spot alumina pricing, coupled with more balanced supply, should see improved prices and returns, potentially helping the market price of shares converge with our estimate of intrinsic value over time. Morningstar says accumulate.
39. BHP Billiton (BHP)Highly diversified, from iron ore to potash and oil and gas, with a healthy share of low-cost mines. Has lifted iron ore production by half in the past three years, though pricing is fluid. Rated a buy by Morningstar for its dividends alone.OIL AND GASPrices have plunged, but have they hit bottom?
40. Carnarvon Petroleum (CVN)At the speculative end yet well-funded, Carnarvon Petroleum will enjoy the proceeds of the sale of its 20 per cent interest in the Phoenix South prospect in offshore Thailand. This should allow more exploration on the NW Shelf and to test the Roc prospect in mid-2015, which holds promise for discovery of up to 80 million barrels of recoverable oil to add to an estimated 50-60 million barrels at Phoenix South. Worth a punt says StockAnalysis.
41. Otto Energy (OEL) Otto agreed to sell its 33 per cent interest in the Galoc oilfield before the oil price tumbled, locking in net cash of about 11.2c per share for the company, which now trades at a discount to its expected cash backing. The company has 12 months to arrange farm-out funding and drill its exciting Hawkeye prospect in offshore Philippines, says StockAnalysis. “Otto holds attractive leverage to success in The Philippines where several follow-up prospects beckon and also in its 50 per cent-held Tanzanian permits, where seismic surveys have outlined interesting prospects with potential for over 100 mmbbls of recoverable oil.”
42. AWE (AWE) With interests in the Eagle Ford Shale oil project in Texas, with its low costs, AWE should survive a year or two of low oil prices according to StockAnalysis. “It is largely a gas-driven company in Australia where prices are rising. Its involvement in the Bass, Otway and Perth Basins provides growth opportunities, especially following its surprise discovery of conventional gas at Waitsia just north of Perth. Keep an eye on the outcome of testing of Waitsia north of Perth in early 2015, production upgrades from BassGas by mid 2015 and development of its 50 per cent held AAL project in Indonesia during 2016. Morningstar rates it a buy, as does Argonauts.
43. Woodside Petroleum (WPL)Woodside is now almost debt free, it has large resources of oil and gas, awaiting project approvals, solid exploration appeal and now, it has the ability to pick off the best assets or companies from a field of projects and assets that will be weakened by current oil and equity current market conditions.
A buy, says Hartleys and StockAnalysis, while Morningstar and Patersons say accumulate.
44. Origin Energy (ORG)In the punched-up world of oil, the broker UBS has declared the energy retailer and producer a bargain, that could rise as high as $20 by 2017 as it draws revenue from its share of the Australia Pacific LNG export project in Queensland. Clearly much depends on the timing of an oil price bounce.RETAILERSYum yum at these prices
45. Bellamy’s Australia (BAL)Tasmanian-based maker of baby food that is beginning to win good business in China, backed by Australian sales through pharmacies, Costco and Big W. Already on a price-to-earnings ratio of 25, but Criterion rates it a long-term buy.
46. Wesfarmers (WES) A strong performance by Coles and Bunnings in the first half of this financial year was slightly offset by underperformance in coal, Target and liquor. Hartleys says the key will be early in the new year when the important Christmas season results are released. Still, there’s potential to benefit from redirected petrol savings. Liked by Hartleys.INFORMATION TECHNOLOGYWired to win
47. Infomedia (IFM) Auto-focused software developer and car parts catalogue provider, Infomedia has reiterated guidance for “another year of strong performance” in the wake of a share price rise of more than 50 per cent this year. The company will look to consolidate on pilot program success and Superservice module penetration, while receiving currency benefits from offshore earnings. Liked by Lincoln Indicators and Baillieu Holst.
48. TPG Telecom (TPM) TPG has produced another strong year and with recent regulatory wins on its “fibre to the basement” strategy, remains in a strong position to continue on its trajectory. Outside of the FTTB strategy, which is not without further regulatory risk, Lincoln Indicators expect growth to come from net subscriber gains and a higher-margin product mix. Moreover, the company stands to benefit from continuing synergy gains and scale uplift from its AAPT acquisition, which added a significant new corporate segment to the business.HEALTHCAREWill keep well
49. CSL (CSL) A strong product pipeline including the impending launch of a new haemophilia drug and the successful integration of Novartis global influenza vaccine business will support CSL’s continued growth. Recent investments in additional capacity will place the company favourably to take advantage of rising demand for its products. The announcement of an extension of a further $950m on market buyback will also be supportive. Liked by Lincoln Indicators
50. Ramsay Health Care (RHC) Contributions from the new facilities in Australia, Generale de Sante and Medipsy in France and the continued strong admission in British hospitals will support its growth. The integration of Generale de Sante will present the risk of a lower return on assets and an elevated debt level in FY15, this will be mitigated by the strong earnings growth. Ramsay has announced a foray into China, to become the first big international hospital operator to establish operations in China, where it should benefit from the large population and growing demand for better healthcare for an emerging middle class. Liked by Lincoln Indicators.DIVIDEND DIVASDrowning in love
51. Medibank Private (MPL)Retail investors are smiling in early trading that has pushed up the price. Hartleys is one to expect more buying strength as managed funds seek to balance their portfolios. Argonaut Securities suggests the absence of any debt will produce solid long-term earnings growth as the federal government comes to rely more on the sector to partially fund escalating healthcare costs.
52. Telstra (TLS)With a revamped access agreement to the NBN now under its belt, the big telco has risen in a bleak market and may well have more to come, in the eyes of many. It will have a big role in the government’s rollout plans, with much mutual benefit. And it is still a good dividend payer in the portfolio.53. National Australia Bank (NAB)Could deliver earnings per share growth of more than 27 per cent compared to last year, according to Hartleys, especially if the RBA drops interest rates and demand ticks up for new home, and bank-provided finance. A fully-franked dividend yield of more than 6 per cent is nice too, says Hartleys.
Last edited by Joshuatree; 02-01-2015 at 10:05 AM.
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Heres another free one from Motley fool for what its worth Top stock picks for 2015
By Motley Fool Staff - December 19, 2014 | More on: ACRAWCBALBHPCAJCSLGXLIMFLAUNEANWTNWZORGQUBRFGRHCSGHSHLTCLTFCWPL
As the curtain comes down on 2014 we asked some of our regular writers to select their three favourite investing ideas for the year ahead.
In no particular order, here are some of their favourite ideas for a prosperous 2015:
Sean O’Neill: Woodside Petroleum Limited (ASX: WPL), BHP Billiton Limited (ASX: BHP), Sonic Healthcare Limited (ASX: SHL)
Woodside and BHP Billiton: Both are currently trading at very appealing prices and yields – especially Woodside. Although dividends and earnings will likely decline in 2015 due to commodity price weakness, both are a good long-term investment thanks to solid stewardship and their sheer size providing low costs and large buffers against weaker prices.
Sonic Healthcare: This business goes from strength to strength, and an entry into Canada will allow potential for expansion by acquisition. Thanks to recently won contracts, Sonic should experience a significant rise in profit this year, and is the company I feel most likely to succeed in 2015. However all three of my picks are at attractive prices, have powerful moats, significant pricing power, and lots of long-term potential for the level-headed investor.
Sean O’Neill has no financial interest in BHP Billiton, Woodside Petroleum or Sonic Healthcare.
Peter Stephens: Ramsay Health Care Limited (ASX: RHC), CSL Limited (ASX: CSL), Transurban Group (ASX: TCL)
At a time when there is a great deal of uncertainty present among investors, it seems that the market is placing a bigger premium than ever on companies that can grow earnings at a strong rate, and yet do so with relative certainty. That’s why I’m bullish on healthcare stocks like Ramsay Health Care and CSL Limited, and infrastructure/transportation play, Transurban Group.
Certainly, they all have relatively high valuations, with their P/E ratios being 31 (Ramsay), 27 (CSL) and 41 (Transurban). However, with superb track records of reliable earnings growth (annualised growth of 21% for the healthcare stocks and 19% for Transurban over the last 10 years) and double-digit growth prospects over the next two years, I believe the market will re-rate them upwards in 2015.
Motley Fool contributor Peter Stephens has no financial interest in Ramsay Health Care, Transurban Group or CSL Limited.
Mike King: TFS Corporation Limited (ASX: TFC), Nearmap Ltd (ASX: NEA), Newzulu Ltd (ASX: NWZ)
TFS Corporation: Australia’s only listed sandalwood producer and refiner, TFS is finally moving into the production phase, having waited years for sandalwood trees to mature. The company says it expects to make $70 million in net profit in the 2015 financial year, placing it on a P/E ratio of just 7x.
Nearmap: The photo-imaging company, is profitable and recording strong growth in Australia, and has just expanded into the US. Profits may take a hit in 2015, thanks to extra spending on building growth, but this is one company I’m expecting to be much larger and more profitable in years to come.
Newzulu: The crowdsourcing news platform, with more than 150,000 freelance journalists in over 150 countries could be the future of news reporting. It’s still in its early stages, but I’m expecting big things of the company in future. I expect to see the company announce more deals with media companies in the year ahead.
Motley Fool contributor Mike King owns shares in Nearmap and TFS Corporation and has no financial interest in NewZulu.
Owen Raszkiewicz: Slater & Gordon Limited (ASX: SGH), Shine Corporate Ltd (ASX: SHJ)and IMF Bentham Ltd (ASX: IMF).
Despite a strong performance in 2014, I’ve chosen to go with the ASX’s three legal eagles in 2015. That is, law firms Slater & Gordon, Shine Corporate and litigation funder IMF Bentham.
Two of my chosen companies are significantly diversified across geographies and will benefit from a deprecation in the Australian dollar. All three have countercyclical features, which I believe will help them deliver consistent returns throughout what is likely to be a tough year for the domestic economy.
And finally, over the long term, I believe each company has plenty of scope to increase dividends and will reward long-term shareholders with modest capital gains in future years. Although I recommend investors slowly wade into the stocks (rather than buy a big chunk all at one time), I believe that at today’s prices all three companies present as compelling long-term buying opportunities.
Motley Fool Contributor Owen Raszkiewicz owns shares of Slater & Gordon, Shine Corporate and IMF Bentham.
Ryan Newman: Greencross Limited (ASX: GXL), Lindsay Australia Limited (ASX:LAU), Shine Corporate Ltd (ASX:SHJ)
Greencross: The shares have been smashed in recent months despite the absence of any bad news and could be set for a big rebound in 2015. In fact, just to reach its previous high it will need to jump around 30%.
Lindsay Australia: I’m also keen to see how Lindsay performs in 2015 as it continues to expand in far-north Queensland where there is enormous potential for refrigerated seafood transport. Australian seafood is becoming more popular in Asian nations and Lindsay Australia, a transport and logistics company, could benefit substantially.
Shine Corporate: Is another stock to watch closely. The plaintiff litigation company, which continues to expand across Australia and into new practice areas, has a strong management team and practices a high level of discipline before accepting new cases. Shine Corporate could deliver fantastic returns in 2015 and beyond.
Motley Fool contributor Ryan Newman owns shares in Shine Corporate Ltd and has no financial interest in Lindsay Australia or Greencross.
Tim McArthur: Qube Holdings Ltd (ASX: QUB), Bellamy’s Australia Ltd (ASX: BAL), Origin Energy Ltd (ASX: ORG)
Qube Holdings: Having selected Qube as my Top Stock Pick in November, the 7.4% fall in share price since then has only heightened the appeal of the stock and it remains one of my favoured opportunities for 2015. Importantly, as the owner of logistics assets, Qube has plenty of defensive qualities which is appealing given the current market volatility and economic outlook.
Bellamy’s Australia: The recently listed baby formula business has been a boon for IPO investors who subscribed for stock at $1, with the share price having since rallied to $1.59. Despite the seemingly high multiple, it should be justified by Bellamy’s significant growth opportunities in Australia, China and South-East Asian countries such as Singapore, Hong Kong, Vietnam, Malaysia and New Zealand.
Origin Energy: In 2015, certain growth and defensive investing strategies will no doubt produce outperformance; so too should certain contrarian investment strategies. With leading vertically integrated energy company Origin’s share price losing around 25% in 2014 on the back of a sinking oil price there is definitely scope for the stock to rebound once oil price volatility drops and the huge APLNG Project enters production.
Motley Fool contributor Tim McArthur owns shares in Origin Energy and has no financial interest in Bellamy’s or Qube Holdings.
Andrew Mudie: Capitol Health Ltd (ASX: CAJ), Alumina Limited (ASX: AWC), Newsat Limited (ASX: NWT)
There are many ‘safer’ picks that investors could look at for solid returns in 2015 but the three companies that I like the look of for big returns are Capitol Health, Alumina and NewSat.
Capitol Health: Is following the well-worn aggregation path by buying up diagnostic imaging centres to build a nation-wide network with lower per-centre admin costs. The group recently expanded into NSW which could signal the start of a larger push outside Victoria.
Alumina: Is a mining company with a 60% stake in US-listed Alcoa World Alumina and Chemicals. The company produces alumina and aluminium which experts expect will see a recovery over the next two to three years. Risky, but a small position may be a good option in 2015.
NewSat: Is due to launch its Jabiru-1 satellite in early 2016. Good news about the make or break project and financing requirements could see the share price soar, however this is certainly a high-risk proposition.
Motley Fool contributor Andrew Mudie has no financial interest in Capitol Health, Alumina or Newsat Limited.
Tom Richardson: Retail Food Group Limited (ASX: RFG), Slater & Gordon Limited (ASX: SGH), Acrux Limited (ASX: ACR)
Retail Food Group: Is Australia’s largest multi-brand food franchisor and had a busy 2014 building its coffee business with the acquisitions of Di Bella and Gloria Jean’s coffee. The group also has substantial interests in pizza, cake and donut businesses. On a reasonable valuation, with an attractive yield it could put on some weight in 2015.
Slater & Gordon: These entrepreneurial lawyers have an established personal injury and general legal services business in Australia. However, it’s the move into the UK market that I think still holds big potential in terms of organic and acquisitive growth. These lawyers run a tight ship and this looks a growth stock on a decent valuation.
Acrux: This testosterone therapy business is my wild card pick for out-sized returns in 2015. The stock price will be dictated by sales of its key Axiron product in the U.S. market and consequences of an ongoing regulatory investigation. I suspect the business and share price may be in a much better position this time next year.
Motley Fool contributor Tom Richardson owns shares in Retail Food Group, Slater & Gordon and Acrux.
Well those are some of the writers' top picks for 2015, but what's the top pick of stock-picking champion The Motley Fool?
You can find out now just enter your email to discover The Motley Fool's Top Stock for 2015! Discover The Fool's favourite bet for 2015 in this brand-new FREE report. Simply click here to grab your copy.
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And another free one from Smart investor (i subscribe)
Key takeaway: Stocks that offer the best of both worlds - yield and growth - are found mostly in the resources sector.
Equity strategists from two top investment banks have warned retired investors their obsession with chasing franked dividend yields might be at the expense of capital growth.
“Many pension accounts are yet to recover since taking a hit in the global financial crisis, leaving lots of the baby boomer generation caught short without enough retirement capital,” UBS Wealth Management head of investment strategy David Sokulsky says.
More from Smart Investor:
• Five stocks that ‘have it all’
• Ten stocks rocketing into reporting season
• Why value investors love this fishy stock
UBS and Goldman Sachs both urge their Australian wealth management clients to be careful about putting too much focus on dividend income, and instead look for stocks that offer a *combination of yield and growth.
Research by UBS has identified 20 stocks within the S&P/ASX 200 they expect to deliver above-average yield and growth. Asked for his five top picks, Sokulsky nominated Rio Tinto, Fortescue Metals Group, Iluka Resources, Amcor and Origin Energy.
“A disproportionate number of the companies that fit the profile for* *offering good exposure to a *combination of yield and growth are in the resources sector,” he says.
UBS expects Australia’s largest iron ore miner Rio Tinto to pay a grossed up dividend (including franking credits) of 5 per cent in financial year 2015, while forecasting an annual earnings rate of 7.5 per cent for the next three years.
Snapping at Rio’s heels, UBS expects the country’s third-largest iron ore producer, Fortescue Metals Group, to pay a grossed up dividend of 6 per cent in FY15 and deliver earnings growth of 18.9 per cent for the next three years.
Rio Tinto and Fortescue Metals group are widely preferred among *mining stocks, but mineral sands miner Iluka Resources is a smaller *out-of-favour producer.
It is expected to deliver a grossed up yield of 9.3 per cent in the 2015 financial year while growing earnings at a rate of 104 per cent for at least the next three years.
“That’s an impressive earnings growth forecast, but investors need to be aware that it is recovering off a very low base,” Sokulsky says.
However, he notes that many *investors are already overweight the mining sector and the risk of a *slowdown in demand from China remains.
“Packaging company Amcor *probably offers the best combination of yield and growth outside the resources sector,” he says.
UBS is tipping Amcor to pay a grossed-up dividend yield above 4.5 per cent in fiscal 2015 and achieve earnings growth above 10 per cent over the next three years.
Amcor’s exposure to offshore earnings from developed markets, particularly in Europe, makes it even more attractive – especially if the Aussie dollar depreciates as expected, Sokulsky said.
He also likes Origin Energy. The utility company is tipped to pay a grossed-up dividend yield of 5 per cent with forecast earnings growth of 19.3 per cent for the next three years.
“An added attraction for Origin Energy is that its Australian Pacific LNG project is due to come online next year, creating the potential for a special cash dividend,” Sokulsky says.
Goldman Sachs has identified 27 stocks in the S&P/ASX 200 with an above-average forecast yield and growth.
And another free one from smart investor(i buy each month)
TEN STOCK PICKS FOR YIELD AND GROWTH
Asked for his top five picks, Goldman Sachs equity strategist Matthew Ross nominated fund manager Henderson Group, financing and leasing provider Flexigroup, online jobs advertiser SEEK , Super Retail Group – the parent of car accessory retailer Supercheap Auto – and ANZ Banking Group.
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YPB number 7 pick. Id be very cautious with this pick.I could be wrong but There are some opinions that its managements history with listed companies in the past is questionable at best and that it is a rinse and repeat story with bogus techs etc. Legume on another site has more facts then I. Some may say SBB in aus is also murky. Its a Chinese co selling high class menswear in china ,Pandist, one brand,listed in aus which I've traded once and i bought only a small position again awaiting next results.
Last edited by Joshuatree; 02-01-2015 at 11:40 AM.
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 Originally Posted by Joshuatree
Hi can someone with a paid sub please list the above; I'm sure it would be appreciated by at least 70 of us who entered the comp and the silent majority that didn't .
What page JT? I've had a quick scan and couldn't find it
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Don't know what page; just read it was there.Maybe it was confused with The Australian or is the same? Or maybe it was just about 4 biostocks to hold this year.How did your year on the ASX pan out Mark and what do you see ahead this year? cheers JT
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Originally Posted by Joshuatree
Don't know what page; just read it was there.Maybe it was confused with The Australian or is the same? Or maybe it was just about 4 biostocks to hold this year.How did your year on the ASX pan out Mark and what do you see ahead this year? cheers JT
It was a good year JT, not as good as 2013 but still very much above average. That said, almost 90% of my calendar year performance occurred up to the end of August. From Sept to Dec it was a grind and that period only contributed a bit over 10% of the year's gain. Also since Sept my cash weighting has been around 50%.
Looking ahead I try to focus on stocks rather than the index. There is a lot of negative news around at the moment for aussie equities and they most likely will have a sharp sell-off at some stage this year when the DOW finally corrects but I tend to think the XJO will be higher at the end of 2015 than it is now. Maybe by a % that surprises many as the crowd is rarely right.
In regards to my own portfolio, I normally feel like I have a few ultra cheap bargains in the portfolio. But at the moment they are in short supply. Hence the 50% cash. Hoping some good candidates appear in Feb reporting
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Thanks for your window look ahead and review of whats gone by, Mark. i too found it hard in the latter part of the year. I set up my ever first trading account (sep from my investments)in august and had an amazing run which stopped dead early sep and things drifted down/sidways and I'm holding most of my trades still as i believe some will be rerated ( most are quality small/microcaps) but it will need the next quarterly/ feb reporting to kick them along again hopefully.
Good point re focusing on stocks rather than index as all the macro noise can put a blanket over everything affecting ones judgement and missing the gems hidden amongst the sentiment. Appreciate your views and stock ideas you've shared on this forum last year. Cheers JT
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