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.

BROKER SHARE TIPS FOR THE YEAR AHEAD
Seven Investment Management Justin Urquhart Stewart likes:


Oil and gas companies, although he warns that the continuing weakness of the dollar "is still likely to hold back substantial gains".

Superscape (Mr Stewart's own personal choice which he describes as an outright punt). The stock, he says, could fly or fall. It specialises in providing '3D' games for mobile phones.
The Share Centre. Damion Larkin plumps for:


Anglo Irish Bank

Man Group (financial services)

Lastminute.com

Exel (logistics)

Goshawk (insurance underwriter)
Fyshe's Jeremy Batstone names several sectors he thinks will outperform in the coming year.


Tobacco groups

Oils
Redmayne Bentley's Michael Coleman likes:


Shell (relatively inexpensive)

GlaxoSmithKline (reliable earnings)
Killik & Co's Paul Kavanagh chooses:


Centrica (progress in cost savings)

Smith & Nephew (set for strong growth in hip replacements)

P&O (major ports interests in Asia)

Premier Oil (relatively inexpensive)

Vanco (growing corporate telecoms)

Superscape (3D mobile phone games)
Barclays Stockbrokers' Hilary Cook picks:


Prudential (interests in India)

Standard Chartered (Far East growth)

Lloyds TSB (relatively inexpensive and may be a takeover target)

Hilton (business in its hotels is forecast to improve over the coming year).
Mark Dampier of Hargreaves Lansdown has a broad stock selection:


Gallaher (strong cash generation)

BT (good dividend payer)

Lloyds TSB (good dividend payer. Rumours persist it might cut the dividend)

Knowledge Technology Solutions (pure punt)
HSBC. Robert Parkes' choice of oils and telecoms reflects similar preferences of a number of City fund managers.

Many believe both have underperformed during 2003 and are set for a rebound in the coming 12 months. Mr Parkes plumps for:


Vodafone (global player with expansion set to continue).

Shell (cheaper than BP and healthy future earnings

I recently bought Shell, BT and topped up Lloyds.

The Sun says

HSBC...should be able to exploit growing India and China markets
Woolworth...Chief Exec has reworked the business and also Wallmart and
ShamiAhmed could be interested
Galliford...shares cheap at present and lots of takeovers in this sector
Cobra Comms...pharmaceutical involved in developing HIV, AIDS, and cervical
cancer drug research
Shell...shares look cheap and solid growth and exciting opportunities.
Logicacmg...plenty of NHS Orders..Labour chuck money at the NHS (not that it has got any better!!)

Shell is the only one that appeals to me as I think it is as safe as houses and will also pay decent dividends...one you can tuck away and forget

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.

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.