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Newspaper Portfolios for 2004     

theresearcher - 01 Jan 2004 22:06

Thought we could add a thread for what the papers are recommending for the yearly portfolios they do. Please add any you come across.
Here is what Tempus from the Times has recommended for his Tips for 2004 (says the return on 2003 version was 50%)
Low Risk Category
BP
National Grid
Tate and Lyle

Medium Risk
Mm02
Rank
Workspace
Communisis

High Risk
Lloyds
Imagination Technologies
Cambridge Antibody Technology

Ps Currently i hold none of them.

Fundamentalist - 02 Jan 2004 10:46 - 4 of 5

Questor in the telegraph says:

Questors performance of 49% in 2003 will not be repeated in 2004. Cyclical stocks such as recruitment, software and electronics companies were the toast of 2003. This year, as economic recovery takes hold, volume driven, quality stocks are expected to benefit. The 6 he recommends are:

BSkyB
National Grid Transco
Aviva
Persimmon
Novar
Ramco Energy

Also, if you want to but a covered warrant of the basket of all six stocks Goldman Sachs will be offering one from 19th January - details in the telegraph on 17th Jan.

theresearcher - 03 Jan 2004 13:08 - 5 of 5

Here is the yearly Portfolio for Mail on Saturday. 2003 return plus 27% Footsie 12%

Fenner @92.5p
Glaxo @1299p
Reed @467p
Abbey National @536.5p
CD Bramall @439.5p
Z1 Medical @9.75p (Aim stock)
Punch Taverns @435p
Connaught @367p

If anyone requires more info on why advised let me know.
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