Kate. I feel Japans woes are not relevant to any stks in my portfolio. Have a close gander at the earlier list on this thread and do some research of yr own. You'll quickly realise how powerful 2HFY11 is going to be for CDA. A phoenominal increase in earnings. I'll wager all the list becomes A1 or A2 on Monty's 'Valuable' list.
PS. Please add some more if they can meet the criteria: 1) FY11 PE below ( (no exceptions) 2) Divs with fr.credits must earn 10% of current SP. (Because AEU has just resumed distributing earnings i'm allowing them a little leeway. Hence, AEU's distribution which is 'frankless' must be at least 8.25c in FY12 and 9.5c minimum in FY13. 3) Earnings outlook must be solid going into FY12. 4) macro must be bullish for sector for next year.
