From Consumer affairs.com 14 Dec 2010
"Pidcock says he believes returns in 2011 will be mainly dependent on earnings per share growth with some potential for price to earnings expansion emerging late in 2011 and 2012. Goldman's top 10 stock picks for 2011 are Amcor, BHP Billiton, James Hardie, News Corporation, Qantas, Asciano, Computershare, Lend Lease, Onesteel and Woodside. Merrill's preferred big cap stocks for 2011 are Macquarie, Stockland, Asciano, Downer Edi, News Corp and Woodside."
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