##{"id":59330,"date":"2011-12-19T11:22:56","date_gmt":"2011-12-19T00:22:56","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2011\/12\/19\/treasure-chest-selected-oz-equities-for-2012\/"},"modified":"2011-12-19T11:22:56","modified_gmt":"2011-12-19T00:22:56","slug":"treasure-chest-selected-oz-equities-for-2012","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2011\/12\/19\/treasure-chest-selected-oz-equities-for-2012\/","title":{"rendered":"Treasure Chest: Selected Oz Equities For 2012"},"content":{"rendered":"

\n\tBy Rudi Filapek-Vandyck<\/span><\/p>\n

\tWhat?<\/strong><\/p>\n

\tAs reported last week, quant<\/span> analysts at Citi<\/span> have selected their "lucky few" for the year 2012; stocks in the Australian share market that should perform much better than most others. In addition, market strategists at Goldman Sachs have also offered their favourites<\/span> for the year ahead.<\/p>\n

\tWhich stocks are we talking about?<\/strong><\/p>\n

\tThe quant<\/span> team at Citi<\/span> nominated Flight Centre ((FLT<\/span>)), Fortescue<\/span> Metals ((FMG<\/span>)), Fairfax Media ((FXJ<\/span>)), National Australia Bank ((NAB)), OneSteel<\/span> ((OST<\/span>)), Rio Tinto ((RIO)), Seek ((SEK<\/span>)), Sims Metal Management ((SGM<\/span>)) and TPG<\/span> Telecom ((TPM<\/span>)).<\/p>\n

\tGoldman Sachs' strategists chose Brambles ((BXB<\/span>)), News Corp ((NWS), Sims Metal Management, Woodside Petroleum ((WPL<\/span>)), Lend Lease ((LLC)), Qantas ((QAN<\/span>)) and Wesfarmers<\/span> ((WES)).<\/p>\n

\tWhat's the motivation?<\/strong><\/p>\n

\tIn both cases, (cheap) valuations play a key role, but Goldmans<\/span>' strategists are also paying attention to relative robust\/defensive operations and leverage to the fact that China is anticipated to start stimulating again, at some point in the year.<\/p>\n

\tCiti's<\/span> quant<\/span> selection is equally based upon the expectation the world will not see a repeat of 2008 next year.<\/p>\n

\n\t <\/p>\n

\n\tFind out why FNArena<\/span> subscribers like the service so much: "Your Feedback (Thank You)<\/a>" – Warning this story contains unashamedly positive feedback on the service provided.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Quant analysts at Citi and strategists at Goldman Sachs present their favourites for the year ahead.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[17],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/59330"}],"collection":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/comments?post=59330"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/59330\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=59330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=59330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=59330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}