best buys at 2pm

Hi all,

I think the market is entering a consolidation stage, will bottom at 4400 (4200 at worst), and then rise into new year to 4800.

There are now some good buys, here is my list:

AWE: at 2.50-2.60, directors been buying large amounts and good prospects, low p/e and a bottom I believe:

UGL: at 13.50 to 14.00, good div, and solid growth, low gearing, long term contracts

NCM: heading higher, gold to hover over $1000 and NCM to $35

also like CSL, SHL, PRY, ESG, AMC, AMP

anyone else has ideas or like to debate?