Tipping Competition for Full CY 2018

[Joe Blow]

We're off to a late start this year ladies and gentlemen, but we're going ahead because this 12 month competition is a popular one and I think we should make it a regular yearly event.

The rules will be slightly different in 2018. As there weren't many changes this year, in 2018 there will be no changes allowed, so please choose carefully and with a 12 month time frame in mind. Also, all stocks selected must be $0.10 or more at the time of entry.

So, to summarise:

The final rules for the 2018 full year stock tipping competition are as follows:

• Each entrant must select five ASX listed stocks.
• No stocks that are trading at less than $0.10 on the day of entry may be entered.
• A stock must have traded at least $100,000 in value in the five trading days prior to entry to be eligible.
• If a stock is taken over it can be replaced. The exit price shall be taken to be the takeover price. The new stock must be nominated before the date the taken over stock ceases trading and the entry price of the new stock shall be taken to be the closing price on the day the taken over stock ceases trading.
  
• The competition will run from Monday, 8 January 2018 to Monday, 31 December 2018.
• Entry prices will be the price at the close of trading on Friday, 5 January 2018.
• Entries close at midnight on Sunday, 7 January 2018.

The cash prizes will be the same as in 2017:

1st Place: $200
2nd Place: $100
3rd Place: $50

Entries are now open. Please enter at your convenience by posting your entries in this thread. If you have already posted your entries in the 2017 thread, please post them again in here. Thanks!

 

[Joules MM1]

TLS
AMP
TTT
BRN
FBR

thanks, Joe

 

[explod]

NST
MOY
PLS
SBM and
DRG. thanks Joe. Mostly gold with a sprinkle of lithium.

 

[Logique]

Thanks Joe. I didn't do any selection changes in 2017, as I didn't like the idea anyway. I've had to drop the previously advised LPD, which is only trading at 5c.
My updated 2018 selections are as below:
GXY Galaxy Res
KDR Kidman Res
LVT Livetiles
PLS Pilbara Min
SXY Senex Energy

 

[pixel]

For 2018, I'm going with the "Feed the world" theme.
Would have liked to include a couple of penny stocks, but with the 10c cut-off, my selections are -
BUB
CZZ,
NXT
RFX
TWE

 

[mcgrath111]

I'm a big fan of the Full Year competition, its interesting to see everyone's picks.

I'm going on the inverse etf train. Giddy up!
USD
BBUS
BBOZ
BEAR
QAU

Thanks Joe,

 

[noirua]

DCC - DigitalX
KYC - KYCKR
EML - EML Payments
MML - Medusa
OMH - OM Holdings

Thanks Joe

 

[sptrawler]

MCR - Mincor
RHL - Rural Co
HOM - Homeloans
MLT - Milton
AMP - AMP

Thanks Joe

 

[peter2]

Another set of picks for next year - posting now so I don't have to remember...

Lincoln Indicators (via ASX)
source link

CGL The Citadel Group
PME Pro Medicus
PPS Praemium
SLK SeaLink Travel Group
CCP Credit Corp

As we only want 5 stocks and they provided 8 stocks, here are 2 comments to justify the above 5.

Note 1:
The top 4 are the 'star growth' stocks (which I have selected) as the next group of 4 are star income stocks. I don't expect any debate that this comp is geared toward growth over income.

Note 2:
That left a need to select one extra stock from the 4 income stocks...which they made easy because they state that Credit Corp also qualifies as a star growth stock. So that gives us our 5.

Reposted for convenience.

 

[peter2]

BSE
MAH
MMI
MOY
PRU

Hoping it's a good year for commodities.

 

[Zero Sum Game]

QIN
SYR
DMP
RFG
JBH

Coz I got a better chance at the wooden spoon!

 

[So_Cynical]

QIN
SYR
DMP
RFG
JBH

Coz I got a better chance at the wooden spoon!

QIN is suspended, so will not meet this rule.

• A stock must have traded at least $100,000 in value in the five trading days prior to entry to be eligible.

 

[systematic]

Joe,

I didn't use the changes rule in 2017 either...however could you consider a more moderate rule of being allowed to change the stock if it's taken over / under takeover? That happened to me in 2015 or 2016 quite early in the year, and I would have liked to re-select.
Or do you just want to carry it over to the new company and keep going?

Either way cool, just posing the question now. I think either of the two options above are fair enough, but avoid having to simply stay in cash the rest of the year for that position (which from memory, is what happened with my takeover as we didn't really have all the rules down then - and doesn't really reflect what you'd do 'in real life')

 

[systematic]

peter2,

This is one for next year (posting now so I don't have to remember).

In November's issue of Money Magazine, Martin Roth (author of, 'Top Stocks') provides 5 of his picks for 2018 from his upcoming, 'Top Stocks 2018' book. So, like with the Skaffold selections, we can add these to the 2018 comp. His picks from his Top Stocks 2018 and provided to Money Magazine, are:

BPT Beach Energy
EVN Evolution Mining
TGR Tassal Group
NHF NIB Holdings
TNE Technology One

Also re-posted from 2017 comp for convenience

 

[Younga]

AVZ
FBR
TLS
FMG
FGR
for me thanks

 

[Joe Blow]

I didn't use the changes rule in 2017 either...however could you consider a more moderate rule of being allowed to change the stock if it's taken over / under takeover? That happened to me in 2015 or 2016 quite early in the year, and I would have liked to re-select.

OK, I think it's fair enough to allow people to change positions if a stock is taken over. I don't imagine a takeover will happen too often. I have edited the rules in the first post to allow for this situation. The 2018 rule is the same as the take over rule from this year.

 

[Zero Sum Game]

QIN
SYR
DMP
RFG
JBH

Coz I got a better chance at the wooden spoon!

Woops. Remove the suspended QIN.
MYR should do it.

 

[nulla nulla]

FMG
NAB
SCG
TLS
VCX

 

[Parse]

ANZ
CAJ
KNL
TRT
WPL

Thank You!

 

[oilleak]

DTZ
BHD
NOV
NTI
DRG

Cheers