Here's a list of the stocks that are on my broader radar. It's not exhaustive. There are stocks that I've had a history in trading that don't make the cut (at my peril perhaps) simply because last time I looked something was not quite right (eg. management, business model). That doesn't mean I'm a believer in all these. Just there is something in all these that has caught my interest.
I think the objective is to use the reporting season to review (some?) these. I'll take a "Womans Day" questionnaire approach (something I haven't done since way back in 2000) to cover more ground. A score of 7 out of 10 suggests having deeper look - you get the picture.
If there are any that you think I should include please pipe up. Similarly, if you have any views on priorities...I'm all ears (even if I only have two of them).
| Technology | Financials | Industrial | ||
| ISS Group | QBE | Leightons | ||
| IRESS | Westpac | RCR Tomlinson | ||
| Wotif | CBA | Worleys | ||
| Seek | Macquarie | Hastie | ||
| Reckon | APN Property Group | HGL | ||
| GBST | ||||
| Praemium | Retail | Media | ||
| Fantastic Furniture | Mitchell Comm's | |||
| Property | The Reject Shop | Photon Group | ||
| Australand | SuperCheap | STW Communications | ||
| Goodman | JB Hi Fi | Austar | ||
| Westpac Office | Wesfarmers | Newscorp | ||
| Bunnings Property | Metcash | |||
| Healthcare | ||||
| Infrastructure | Energy | Cochlear | ||
| Connect-East | AWE | Biota | ||
| Transurban | Beach Petroleum | CSL | ||
| Envestra | Karoon Gas | Neuren | ||
| Deuts | Woodside | Blackmores | ||
| Viridis | Paladin | |||
| ERA | Telecom | |||
| Resources | MEO Australia | IINet | ||
| BHP | PIPE Networks | |||
| Newcrest | Gaming | |||
| Orica | Tattersalls |
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