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.