What's not hot?

[Guest]

Hi,

I'm pretty much a nivice at the share market (a couple of managed funds), anyway the old idea of buying things that are out of favour seems a pretty sound idea to me.

Problem is that at the moment I can't think of anything thats not in vogue... real estate is still hotish, as are aussie shares in most sectors... what about IT stocks? I figure they are probably about as hot as they are going to get unless there is another unsustainable bubble.

what are some other opinions?

 

[Seneca60BC]

Re: Whats not hot?

property related shares and agribusiness like Great Southern Plantations.

 

[M34N]

ABS, CNP, BNB, MQG, CBA, NAB, ANZ, WBC, ASX, BWP, DJS, HVN, WES, WOW

Did I miss anything? : Mostly anything property related, banks, financials and consumer related stocks.

And FWIW, I would be very careful investing these days and as most would agree, there is no sign of a bottom and most likely, these stocks will go lower and hence become cheaper.

But good luck

 

[tech/a]

Adelaide
Its freezing!

 

[michael_selway]

Hi,

I'm pretty much a nivice at the share market (a couple of managed funds), anyway the old idea of buying things that are out of favour seems a pretty sound idea to me.

Problem is that at the moment I can't think of anything thats not in vogue... real estate is still hotish, as are aussie shares in most sectors... what about IT stocks? I figure they are probably about as hot as they are going to get unless there is another unsustainable bubble.

what are some other opinions?

Hi which IT stocks did you have in mind

The below have fallen from peak but still good expected growth it appears and high yields etc

OKN - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 23.7 29.6 34.5 39.2
DPS 20.2 22.6 25.0 29.5

SMX - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 26.9 38.6 44.8 48.2
DPS 21.0 26.0 31.3 34.5

UXC - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 13.3 14.5 15.3 16.2
DPS 9.0 10.3 10.8 11.5

DTL - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 46.1 53.7 61.2 66.7
DPS 36.0 41.0 47.0 52.0

thx

MS

 

[springhill]

The West Coast Eagles, currently being torn a new ar*ehole by Richmond, going by your logic does this mean you will be putting $$$$ on them for the premiership next year? LOL

 

[Bushman]

You guys are replying to an original comment from 2004?

 

[Real1ty]

You guys are replying to an original comment from 2004?

ROFL....

Too answer this 4 year old question......DEBT.