I made my 2013 stock picks back in late November and some of you maybe wondering what the professionals are thinking for next year.
Keep in mind, just like me they will have their biases and they may or may not indicate as to whether they own the stock they are picking - they should.
Some interesting picks that I will comment on latter in this spot.
2013 Picks
Goldman Sachs
* SkyCity
* Ryman
* Telecom
* Infratil
* Kathmandu
* SkyCity
* Ryman
* Telecom
* Infratil
* Kathmandu
McDouall Stuart
* Abano
* Diligent
* Ryman
* Skellerup
* Cue Energy
* Abano
* Diligent
* Ryman
* Skellerup
* Cue Energy
Forsyth Barr
* Fletcher Building
* F&P Appliance
* Chorus
* Sky TV
* Ryman
* Fletcher Building
* F&P Appliance
* Chorus
* Sky TV
* Ryman
First NZ Capital
* Fletcher Building
* Mainfreight
* Chorus
* National Property Trust
* NZ Oil & Gas
* Fletcher Building
* Mainfreight
* Chorus
* National Property Trust
* NZ Oil & Gas
MacQuarie Securities
* Chorus
* Pumpkin Patch
* Ryman
* Mainfreight
* Transpacific Industries
* Chorus
* Pumpkin Patch
* Ryman
* Mainfreight
* Transpacific Industries
Hamilton Hindin Greene
* F&P Healthcare
* Westpac
* Chorus
* Nuplex
* Tower
* F&P Healthcare
* Westpac
* Chorus
* Nuplex
* Tower
Craigs Investment Partners
* Chorus
* Auckland Airport
* Ryman
* Fletcher Building
* Westpac
* Chorus
* Auckland Airport
* Ryman
* Fletcher Building
* Westpac
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c Share Investor 2013
Just based on obvious observation that Chorus has been an underperformer, and Ryman an outperformer then I would think that they will all be wrong on Ryman for 2013, and Chorus will probably be the better stock.
ReplyDeleteI am surprised that Forsyth Barr are picking Fisher and Paykel Appliances, given that it has now been taken over by Haier.
ReplyDeleteDo you mean PGG Wrightson perhaps? That is what Forsyth Barr have on their own list of stock picks.
Chorus will do well and Ryman will if boneheads get into it...it is too expensive. Maybe they meant FPH?
ReplyDelete