The stocks are cited in a thread, Stock Picks for 2010, and make up an interesting and unusual portfolio – certainly very different from any of the stock brokers’ recommended portfolios.
Heavily-laden with growth stocks, it looks set to outperfrom the market. At least, we hope so. We will track the performance of the NextInsight Readers’ Portfolio regularly in Q1.
We have added the historical PE ratios and gross dividend yields in the table below – but bear in mind that these figures are for the past financial year of the stocks, a year when earnings were bashed in most cases.
Another thing: There are many more good stocks which readers have highlighted in other threads of the forum. Check them out!
*** NEXTINSIGHT READERS’ TOP PICKS FOR 2010 (Q1) *** |
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Stock |
2010 starting price | PE | Dividend yield % | Readers’ comments |
1. Techcomp |
30 cts | 10.5 | 4 | “I believe 2010 will be the tipping point for the Company…. my top pick for 2010. I believe this stock has the potential to be a 3-bagger if the management delivers in 2010.” |
| 2. Broadway | 62.5 cts | 5.8 | 3.2 | “I believe 2010 is also a good year for technology stocks. Broadway is the cheapest HDD stock around.” |
| 3. SMB | 32 cts | 11.3 | 3.1 | “…low valuation n potential future growth and high dividend yield. It has a cash holding of $50+ or more than 10cts per share.” |
| 4. Eastern Asia | 11 cts | - | - | “…turnaround company. Company was restructured in the last 3 years and in the last 4 quarters company was profitable at the operation level. Believe profit will continue to grow.” |
| 5. Changtian Plastic | 22 cts | 3.6 | 5.5 | “…has high level of cash and their adhesive tapes products though not exciting, remain necessities.” |
| 6. Junma Tyres | 16.5 cts | - | - | “…earnings are recovering. If you annualised the 3Q results, the PE of the Company is only 1.4x now… at 16 cents, the stock can easily jumped 50% to its NTA price of 24 cents” |
| 7. Oceanus | 44 cts | 17.5 | - | “Watch out for trading of TDRs in Taiwan. This one has the fundamentals to appeal to Taiwanese - it's abalone food mah” |
| 8. Design Studio | 63.5 cts | 12.7 | 1.6 | “…Have already turned in solid 9-month results; q4 will put the finishing touches to a splended year.” |
| 9. Cityspring | 59 cts | - | 11.9 | “Chances are once the FED reverse their current stance the market will fall like dominos. One stock that I will still load up is Cityspring, cannot die one lah!” |
| 10. Metro | 79 cts | 12.6 | 2.5 | “a) Low valuation. With NTA of $1.48 and price 78 cents, Metro P/NTA is at 0.52. b) Cheap Property Play on China. Metro NTA mostly consist of shopping malls and offices in China. This is a inexpensive play on China properties, especially when compared to CapitaRChina. c) Low risk. Metro has negligible gearing.” |
| 11. Second Chance | 32 cts | 10.2 | 10.9 | “High dividend policy” |
| 12. Rotary Engineering | $1.05 | 11.7 | 2.2 | “At its current price of about $1, it is not really a significant discount to its value. However, looking at other factors i.e. management, outlook, balance sheet, etc. Its current price seems to offer good value.” |
| 13. Sinotel | 63.5 cts | 7.9 | - | “Because the company's news and story were always covered under NextInsight!” |
| 14. Saizen REIT | 15 cts | - | - | “FA for Saizen already shows that its business is sound. Saizen would have repaid 3 more loans by end January 2010. It would be, financially, in better shape. I am confident it would be able to restart distributions from middle of 2010.” |
CONTINUED HERE --->>>>
