blue chip, page-24

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    cheshie,

    I'm not sure I understand your question about which stocks I DON'T like. Did you mean stocks I DO like?

    If you are indeed interested in the one's disliked by (and I'm not sure what you want to do with that information), then I'd say that I don't like 95% of stocks listed on the ASX.
    Just 5% of listed companies, I would consider to be what I define as “investment grade”.

    These “investment grade” stocks are tabled under a missive I posted some days ago entitled “Apropos not very much”.
    Here follows is an extract from that post of the stocks I own:

    Skilled Group (SKE) 10.3%
    ARB Corporation (ARP) 8.3%
    Breville Group (BRG) 8.0%
    IOOF Holdings (IFL) 5.0%
    WHK Group (WHG) 4.9%
    Salmat (SLM) 4.4%
    Inusrance Australian Group (IAG) 4.2%
    Woolworths (WOW) 4.0%
    Coca Cola amatil (CCL) 4.0%
    STW Communications (SGN) 3.9%
    Coffey International (COF) 3.4%
    Dulux Group (DLX) 3.4%
    Austbrokers (AUB) 3.4%
    Wesfarmers (WES) 3.2%
    Blackmores (BKL) 2.3%
    Orica (ORI) 2.3%
    Prime Media (PRT) 2.2%
    Data#3 (DTL) 2.0%
    Macphersons (MCP) 2.0%
    Transpacific Industries (TPI) 1.9%
    Macmillan Shakespeare (MMS) 1.8%
    Ramsey Healthcare (RHC) 1.7%
    Fairfax Holdings (FXJ) 1.6%
    Korvest (KOV) 1.5%
    Telstra (TLS) 1.4%
    QBE Insurance (QBE) 0.9%
    Campbell Brothers (CPB) 0.8%
    GWA Limited (GWA) 0.8%
    Macquarie Group (MQG) 0.8%
    Speciality Fashion House (SFH) 0.8%
    Adcorp (AAU) 0.7%
    Westfield Holdings (WDC) 0.6%
    Southern Dental Industries (SDI) 0.5%

    Of course, I like a few more companies than just those in this list, but not all of them are cheap enough, I believe, to be bought to limit downside potential.

    Hope this helps

    Cam
 
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