Companies likely to disappoint include Aristocrat ((ALL)), Consolidated Media ((CMJ)), AXA Asia Pacific ((AXA)), Lend Lease ((LLC)), Boart Longyear ((BLY)), Brambles ((BXB)), Qantas Airways ((QAN)), BHP Billiton, Fortescue Metals ((FMG)), Iluka Resources, Ten Network ((TEN)), Beach Petroleum ((BPT)), Roc Oil ((ROC)) and Gunns ((GNS)).
Quantatative analysts at Macquarie recently compiled their own lists. Positive surprises, say these analysts, are more likely to come from Karoon Gas ((KAR)), Extract Resources ((EXT)), Wotif.com ((WTF)), JB Hi-Fi ((JBH)), IRESS, Kingsgate Consolidated ((KCN)), IOOF Holdings ((IFL)), Ramsay Health Care ((RHC)), Coca-Cola Amatil, Eastern Star Gas ((ESG)), Platinum Asset Management, Caltex Australia ((CTX)), InvoCare ((IVC)), Tatts Group ((TTS)) and the Australian Stock Exchange ((ASX)).
On the list of potential disappointers we find the likes of Molopo Australia ((MPO)), Aquarius Platinum ((AQP)), Iluka Resources (again!), Elders (ELD)), St Barbara ((SBM)), BlueScope Steel ((BSL)). Boart Longyear, Sunland Group ((SDG)), Arrow Energy ((AOE)), PaperlinX ((PPX)), Murchison Metals ((MMX)), Macmahon Holdings ((MAH)), OneSteel ((OST)), Australian Agriculture Co ((AAC)) and FKP Property Group ((FKP)).
BLY Price at posting:
19.4¢ Sentiment: ST Buy Disclosure: Not Held