Monday, July 29, 2013

ASX Competition - Stock Shortlist, August 2013

Below is my stock shortlist.
I ran my "Krstevski Screen" over the entire competition stock list (over 120). The list below is what popped out. I look for stocks with strong positive price movement.

If you want a chance at winning the comp I suggest you start with buying 4 or 5 equally weighted positions. Less diversification equals more risk but also higher return possibilities, the is no second prize in this comp.
Good luck, the comp starts this Wednesday.

SRXSIRTEX MEDICAL LIMITEDHEALTH CARE
ANNANSELL LIMITEDHEALTH CARE
RHCRAMSAY HEALTH CARE LIMITEDHEALTH CARE
JBHJB HIFI LIMITEDCONSUMER DISCRETIONARY
GEMG8 EDUCATION LIMITEDCONSUMER DISCRETIONARY
AADARDENT LEISURE GROUPCONSUMER DISCRETIONARY
ALLARISTOCRAT LEISURE LIMITEDCONSUMER DISCRETIONARY
FLTFLIGHT CENTRE LIMITEDCONSUMER DISCRETIONARY
NVTNAVITAS LIMITEDCONSUMER DISCRETIONARY
NXTNEXTDC LIMITEDTELECOM
SGTSINGAPORE TELECOMMUNICATIONS LIMITEDTELECOM
AMCAMCOR LIMITEDMATERIALS
MRMMERMAID MARINE AUSTRALIA LIMITEDINDUSTRIALS
ASBAUSTAL LIMITEDINDUSTRIALS
AZJAURIZON HOLDINGS LIMITEDINDUSTRIALS
QBEQBE INSURANCE GROUP LIMITEDFINANCIALS
MQGMACQUARIE GROUP LIMITEDFINANCIALS
CBACOMMONWEALTH BANK OF AUSTRALIA FINANCIALS
LNCLINC ENERGY LIMITEDENERGY
SIRSIRIUS RESOURCES NLMATERIALS

Thursday, July 4, 2013

New positions for my M10/M100 Fund

ISIS
PRSC
LGND
BIOS

I used my big cash position to add these stocks into my Fund.
I am feeling positive about the general market again. Am invested fully with micro value positions. 
Should the market turn South I may feel a lot of hurt. 

 Note - My portfolio does not hold real money. It is part of a stock market simulation @ Marketocracy.com