Forum Archive Index - January 2001

["Warner Lamb" <cloud9@i4free.co.nz>]

Last year the 12 brokers consensus on WHS turned out very well.
This year the picks are:
ORD MINNETT  ADV,CHH,FFS,SKY,WHS
DF Mainland  GEN,RMG,TEL,THL,AIRVB
ASB Sec      CHH,RMG,SKY,WHS,THL
ABM AMRO     AIA,CEN,FLB,SKC,TEL
CAVILL WHITE AFF,CEN,FLB,FFS,AIRVB
CRAIG CO     AIA,GDC,TEL,WHS,VTL
CS BOSTON    FAP,FFS,GDC,SKC,AIRVA
DEUTSCHE B   FAP,FFS,SKY,TRH,WDT
FORSYTH BURR FFS,ITC,NPX,TAG,WRI
JB WERE      FLB,MON,SKY,WHS,AIRVA
UBS WARBURG  CSG,CEN,FFS,WHS,MCD
SS BARNEY    BCH,FRU,POA,TRH,AIRVA

CONSENSUS: FFS (6) AIRNZ (5) 3xA,2xB. WHS (4) again! SKY (4)

TEL (3) FLB (3)

STOCKS with 2 Picks each are CHH,SKC,RMG,THL,GEN,GDC,CEN,FAP,TRH.

DFM won 99
ORD M were 3rd 99 (and probably won this year)
FORSYTH BURR won 98 and 2nd 99 (consistant)....and they pick ITC
(interesting)

Surprises for me are FLB and GEN. (I just read housing starts in Queensland
down 39% in last Quarter!!! ouch)
Forsyth Burr also look like they are backing the Rural Recovery to continue.
Craig and Co think Telcos will make a comeback.
Cavill White still love the Fletchers.
SS Barney think BCH will continue its record run?? (but RMG are picked twice
;-))
Deutsche Bank have taken a punt on WDT.

Whose selection do you think will win next year?






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