Happy new year to all investors.
Here we are again – slate clean and ready to go for another 12months.
Thank you for all the comments/recommendations for the Hotlist this year. It’s clear that after 2 years of poor performances on AIM commodity players – that there are some beaten up stocks out there long overdue a recovery. Will 2013 be the year? That’s the question.
As per last year – the rules are the same.
A virtual portfolio has been set up using the 2012 final trading day close figures as a starting point and £1000 has been invested in each stock. This does not include buying fees or stamp duty and is purely intended to be used as a benchmark or summary for each week. 2 newspaper top tens for 2013 have been included to help monitor/compare against.
The Hotlist is based on high risk commodity focused stocks. The B-List is more conservative with lower risk stock picks although nothing is ‘low risk’ these days. The latter out performed the Hotlist in 2012 which suggests that chasing the high growth big hit wonders is a dangerous path to success. That said, it only takes a couple of success/exploration stories on the Hotlist to see it surging ahead.
2012 was a frustrating year and 2013 does not look any better with Key elections in Euroland (Merkel) and uncertainties remaining on US debt ceiling (Feb deadline). But markets are markets and by now investors will know that uncertainties are there everyday of the year. In fact the only certainty in the market is that ‘uncertainty’ will feature numerous times.
Without further ado, here are TheShareHub’s top ten picks for the Hotlist and B-list for 2013.
There are some ‘rollovers’ and the temptation to simply roll the entire Hotlist into 2013 was hard to resist. Whilst the performance of a few stocks was below par, a fair few were hindered by events that were not foreseen such as mergers or opportunistic court cases. The latter of which should not have seen the light of day (IMHO).
Many of the stocks are in better shape today than they were this time last year yet trade at a substantial discount. An injection of new blood never hurts and adds some spice/interest.
Investors should research all stocks in depth and do their own risk assessments as always.
TheShareHub will cover all stocks listed with overview comments on news as it comes and updates on target prices.
For the time being – no target prices have been issued. These will be added during the month of January as it’s often the month whereby companies issue their ops plans and future guidance post/pre earnings season.
The B-List has a mix of sectors covered and is generally lower risk. That said, there are some potential high growth stories in there that could fit within the Hotlist. More detail on each stock will follow as comments/news materialises.
Heads up on stocks that might develop during the year will also be covered along with a mini summer league to add some interest in those notoriously lazy months.
As always do your research and work out your own investment strategies for 2013.
If you fancy posting your own top ten picks, please do so via the comments section below. TheSharehub will pick out a few of the lists and monitor their performance as the year develops.
Good luck to all investors in 2013.
NB. Please see the RISK section in the right hand column of the site. Stocks go up and down and you can lose all that you invest.
My lists are as follows-Petroceltic, GKP, Faroe petroleum,Xcite.Rockhopper,Premier oil,Charrat gold,Centamine Egypt.Petrel resoures and Mwana Africa
These are high risk but if one or two performs it should work out ok.
So here’s hoping 2013 will be a lot better than last year.
Hi Hub,
My top ten is as follows:
MXP, SLE, MAGP, FDI, FJET, COP, NEW, PMG, PFC, SVG.
Hi Hub On the Lse Board, I ran a poll. Which the posters had to choose 3 stocks that they tipped for 2013. Maybe you could put these up against the Hotlist and The B list? They the Lse posters could keep an eye on each others tips.
The Result
1st GKP
2nd QFI and SAR
3rd WSG
4th NTOG and SCLP
5th BAO
6th XEL
7th RRL and VAL
Kind Regards
NFL
Thxs NFL,
Will run these alongside the other list for comparison. Should add some interest to the year.
HUB
Gulf keystone
Barclays
Morrisons
Bp
Vodaphone
Forbidden technologies
Sirrius minerals
Tesco
Slumberger
Apple
Here’s my ten for 2013
Good luck for all investors in the coming year
Jon
A good mix in there Jon. There was a time when I felt Apple were invincible but as time moves on, it’s the competitors that are gaining ground rather than apple opening up a gap. The stock has been sold into of late but rather than bouncing back based on previous confidence – I think they are going to need a couple of strong blow out earnings quarters before the market starts believing again. I remember the days when Sony and Panasonic ruled the TV market only to see Samsung and LG steal it away through competitive pricing and equal quality products.
Apple will need to do something special to keep the wolves at bay. And they are catching fast.
Tesco look a brave pick too. It will be interesting to see if they can fight off an ever increasing sophisticated bunch of competitors. Sainsburys appear to have the higher ground at present imho but I think Morrisons might plug the gap there for you.
Good luck for 2013 – will keep an eye on the picks throughout the year.
Thanks for your comments hub ,I value your thoughts on my main stock(gkp) over on iii ,and I truly believe it’s just a matter of time before t/o.
I get what you say with apple and it’s given me food for thought ,although six months or so they purchased a german television manufacturer and now I’m awaiting the results of that to bear fruit ,also get the feeling now Steve jobs is no longer with us the natural path for apple will be consolidation of the co and becoming regular divi payers attracting the big pension funds .
Also ssx should be hearing in a couple of weeks on the results of their planning application .
Thanks hub
Jon mac
Hi Hub,
I like OCG. They are fully funded, have unique IP, and are in the right place at the right time. The gas to oil price difference and anti flaring legislation should mean lots of plants ordered.
I own about half of your recommendations. Good list, I hope.
Hi Hub
My List is
GKP, BPC, NEW, EDG, MAGP, LOGP, TOM, PCI, FRR and NTOG
Am surprised to see Max back in. I bought this stock back in the days when Nur-1 was a target. Now with extension licences and financing difficulties NUR seems far away…………
Yes – I did ponder for sometime over MXP but decided to keep it in the Hotlist based on the Shallow well program alone. If they can get these wells sorted within budget and increase reserves by between 10mmboe to 20mmboe (recoverable) then it’s going to make a material difference to future cash flow which in turn should see them return to complete NUR-1. At sub 4p, I believe the stock still offers multibagger status with or without NUR-1 results. Tethys (TPL) is a new Stock to the Hotlist and is included due to its similarities to MXP – just without the baggage of debt and weak management.
Hi Hub,
Thanks for the list, looks promising going into 2013, i think many undervalued shares will show positive.
Will be good to also see how the independent does this year, they smashed it last year
Think Barclays will return risk free this year, and 2 others which i will be following closely is BP and FXPO, which both have roads to recovery potentially paved.
As always good luck to all investing, and HUB great work and research is always appreciated!
T
Surprised not to see Parkmead there as I thought you were bullish on its prospects
I like Parkmead and PetroCeltic but unfortunately only have 10 picks available for the Hotlist. If I had 12 – then PMG and PCI would be there for sure.
As I said – I could have rolled over the entire Hotlist (with exception to BOR) and been fairly content.
Mixing up with some new stocks adds a little more spice/interest.
Hi Hub
Normally I click on the hotlist table and it increases in size so it can be read easily, there has been a problem with the new hotlists and the 2012 hotlists for the past few weeks, please can you investigate – have tried it at work and home.
Great A list this year, I hold 5 of 10, roll on.
Keep a eye on delcam a 30 – 40% rise possible.