Wise-Owl Initiates Research..., page-27

Wow..pretty much anticipated...Post on 02/12/2014 says that all.
No I don't work for The Australian but I still guess the banking & finance sector is in the lead for the production trials..All IMO.
Best times ahead..truly a multi-bagger potential here...
Good luck holders.

The top 100 picks for investing in 2015
ONLINE OPERATIVES
Optimism abounding

1. Iproperty (IPP)

Operators of market-leading online property portals in Southeast Asia, which corral online buyers and sellers for property listings. Appears well placed to snare property advertising that elsewhere in the world is stampeding away from newspapers towards online. Rated a buy by Morningstar.

1. Shoply (SHP)

A rare pure-play online shopping exposure, Shoply has grown since its debut in 2013 in moving from an internet advertising house to acquire related businesses Your Home Depot, Warcom and Wow.baby.com.au. Its competition includes Asia-focused iBuy (E88) and Grays eCommerce (GEG), the latter formed from the merger of Mnemnon (Deals Direct and Top Buys) and Grays. Criterion rates Shoply a spec buy.

1. Skyfii (SKF)

A consumer-data play, where shopping centre owners, advertisers and business owners see where consumers are browsing and buying in shopping centres. Compiles the data by tracking connections to digital, WiFi, e-commerce and social media sites. Trading above its November listing price, revenue generating and perhaps profits in time. Has plans for a joint venture deal in Indonesia, and is eyeing South Africa and Brazil.
TECHNOLOGY TIDDLERS
Thoughtful times

1. Carnegie Wave (CWE)

The oil price slump aside, Carnegie shares have been firming in the wake of the commissioning of the wave power group unit off Garden Island near Perth. A second unit is due on stream within weeks, to deliver power to the nearby naval base in the New Year. A spec buy from Criterion.

1. NextDC (NXT)

Runs big data centres that host companies’ computer servers in the cloud, which cuts the need for businesses to invest in their own IT infrastructure. Has enjoyed strong revenue growth and is poised for profitability.

1. 
   Praemium (PPS)

A software company that offers investment administration and financial planning technology platforms for the financial services industry. It operates in Australia, Britain, Jersey and Hong Kong.
Debt free and enjoying revenue growth of about 12 per cent a year over the past three years, one of its longstanding customers has extended its contract for a further five years with a minimum contract value of $3m a year. A retail product targeting SMSFs may be a catalyst for long-term growth, suggests Wise-owl.

1. YPB Systems (YPB)

An anti-counterfeiting business, which detects frauds through the use of tracers, covert markers and technology in the mass-dollar problem areas of food, cosmetics and clothing. A buyer can check if a grocery line is the real thing, even if it is only soap powder. A recent listing, it is already a revenue generator.
BOLD CALLS
Who knows what tomorrow might bring?

1. Arena REIT (ARF)

The stable and favourable long-term outlook for the childcare and healthcare industries will underpin ARF’s long-term cashflows and sustain its distributions to security holders. While changes to government regulation and profitability of its key tenants will present risks, ARF believes that they will be able to manage these risks through active monitoring and broadening of its tenant base. Liked by Lincoln Indicators.

1. Berkeley Resources (BKY)

A growing high-grade uranium resource, outstanding management team, strong cash at bank and infrastructure-ready makes BKY’s Spanish project the standout stock in the uranium space. Liked by Argonaut Securities.

1. 
   Metcash (MTS)

Retailing’s third force has slipped recently on failing to reach market expectations, but a new chief executive could achieve a turnaround. A spec buy from Criterion.

1. Nemex Resources (NXR)

A mining and technology company with a stake in Wavefront Biometrics Technologies (WBT), that is developing unique recognition technology using the eye’s corneal surface. Laboratory testing suggests it could be better than existing benchmarks, such as iris recognition. If it works, it could lead to licensing talks across multiple industries. Liked by Wise-owl.

1. Paringa Resources (PNL)

As the US economy hauls the world higher, one coal play could make sense. Argonaut Securities points out that this developer of the high quality Buck Creek thermal coal project in the Illinois coal basin in Kentucky is adjacent to 18 coal-fired power plants.
PUNTING POTENTIAL
Performers possibly

1. Capilano Honey (CZZ)

Has doubled in price in the past year but still has potential. Dry weather means local honey supplies have been constrained, but while Capilano is exclusively Australian, its other brands of Allowrie and Smiths have been able to import Argentinian and Chinese honey, to maintain and win market share. Rated a buy by Criterion.

1. Emerchants (EML)

A non-bank issuer and processor of prepaid plastic cards, for example when used to pay corporate expenses. Its well-regarded ability to combat fraud is liked by the corporate world, when dealing with electronic expenses, reward programs and retailer gift cards, but curiously of little interest to banks. Expanding into Britain, and appears on the cusp of profitability.

1. Skilled Group (SKE)

Providers of staff to healthcare, manufacturing and resources industries have been heavily marked down on the busting of the mineral boom. But since only a quarter of Skilled Group’s revenue comes from mining, it could be worth a look in these tougher times. So too might be Programmed Group (PRG). Liked by Criterion and Morningstar.