Profile

Potent Stocks Selection as at 30 Dec 2013    -    1. Earnings & Dividends

Code Company Notes Price $ Mkt Cap $m Last Y/E EPS Last EPS FY1 EPS FY2 P/E FY1 P/E FY2 Div Last Div FY1 Div FY2 Yield Last % Yield FY1 % Yield FY2 % Frank %
AHD Amalgamated Holdings P m 8.01 1,294 Jun 13 52.9 52.30 56.50 15.32 14.18 42.0 41.50 45.40 5.24 5.18 5.67 100%
ALQ ALS P b 100 8.89 3,489 Mar 13 68.4 51.00 57.20 17.43 15.54 48.0 38.00 41.00 5.40 4.27 4.61 50%
AMM Amcom Telecommunications P m 2.18 519 Jun 13 8.5 9.80 11.80 22.24 18.47 5.5 6.50 7.85 2.52 2.98 3.60 100%
ANG Austin Engineering P m 3.69 274 Jun 13 38.6 36.20 41.60 10.19 8.87 15.0 14.50 15.25 4.07 3.93 4.13 100%
ANZ Australia and New Zealand Banking Group P b 20 ♥ 32.20 88,249 Sep 13 231.2 244.90 260.60 13.15 12.36 164.0 172.00 182.50 5.09 5.34 5.67 100%
APE AP Eagers P m 4.81 856 Dec 12 34.0 35.20 36.50 13.66 13.18 20.0 22.00 23.00 4.16 4.57 4.78 100%
BHP BHP Billiton P b 20 38.10 120,599 Jun 13 242.5 287.01 305.12 13.27 12.49 125.07 133.90 143.23 3.28 3.51 3.76 100%
BKN Bradken P m 200 5.94 983 Jun 13 56.8 54.35 60.35 10.93 9.84 38.0 36.00 38.25 6.40 6.06 6.44 100%
BRG Breville Group P m 200 8.70 1,120 Jun 13 38.2 37.90 42.50 22.94 20.46 26.0 26.50 29.60 2.99 3.05 3.40 83%
CCP Credit Corp Group P m ♣ 9.45 427 Jun 13 65.2 72.20 80.00 13.09 11.81 37.0 37.00 40.00 3.92 3.92 4.23 100%
CLH Collection House P m 1.81 226 Jun 13 13.6 14.65 16.15 12.32 11.18 7.2 7.60 8.30 3.99 4.21 4.60 100%
CTD Corporate Travel Management P m 5.55 426 Jun 13 16.9 20.77 26.70 26.72 20.79 10.5 12.09 15.60 1.89 2.18 2.81 100%
DMP Domino's Pizza Enterprises P m ♣ 16.25 1,422 Jun 13 41.3 51.80 60.10 31.37 27.04 30.9 36.20 42.27 1.90 2.23 2.60 100%
GEM G8 Education P m 3.22 958 Dec 12 9.2 12.30 15.70 26.18 20.51 7.0 12.00 15.10 2.17 3.73 4.69 100%
IMF IMF (Australia) P m ♦ 1.76 289 Jun 13 9.8 24.40 33.90 7.21 5.19 5.0 12.00 18.00 2.84 6.82 10.23 100%
IRE IRESS Market Technology P b 200 9.44 1,503 Dec 12 41.1 36.10 44.87 26.15 21.04 38.0 34.92 39.50 4.03 3.70 4.18 90%
LEP ALE Property Group P m ♣ 2.73 538 Jun 13 17.5 15.55 15.60 17.56 17.50 16.0 16.20 16.90 5.86 5.93 6.19 0%
MRM Mermaid Marine Australia P m 200 ♦ 3.35 763 Jun 13 26.5 25.80 29.00 12.98 11.55 12.5 12.50 14.00 3.73 3.73 4.18 100%
RHC Ramsay Health Care P b 100 ♦ 42.96 8,599 Jun 13 135.9 156.70 179.00 27.42 24.00 70.5 80.60 93.00 1.64 1.88 2.16 100%
SAI SAI Global P m 200 3.87 811 Jun 13 20.5 22.50 25.85 17.20 14.97 15.0 15.00 17.10 3.88 3.88 4.42 100%
SGH Slater & Gordon P m 200 4.63 933 Jun 13 23.8 27.80 31.20 16.65 14.84 6.6 8.00 9.65 1.43 1.73 2.08 100%
SHV Select Harvests P m 5.37 294 Jun 13 40.1 49.80 50.20 10.78 10.70 12.0 15.50 17.00 2.23 2.89 3.17 100%
SIV Silver Chef P m 5.22 151 Jun 13 41.4 46.10 54.90 11.32 9.51 28.5 31.75 34.85 5.46 6.08 6.68 100%
SKE Skilled Group P m 200 3.37 786 Jun 13 24.2 25.00 29.00 13.46 11.60 16.0 17.00 19.00 4.75 5.05 5.65 100%
SRV Servcorp P m 3.99 393 Jun 13 21.6 25.60 30.50 15.59 13.08 15.0 16.00 18.00 3.76 4.01 4.51 100%
SUL Super Retail Group P b 200 ♣ 13.15 2,571 Jun 13 57.6 66.70 77.05 19.71 17.06 38.0 43.00 49.10 2.89 3.27 3.74 100%
TFC TFS Corporation P m ♦ 0.98 267 Jun 13 7.6 7.35 7.15 13.27 13.64 3.0 2.95 3.25 3.08 3.03 3.33 100%
TLS Telstra Corporation P b 20 ♥ 5.26 65,326 Jun 13 30.6 33.00 34.00 15.92 15.46 28.0 29.00 30.00 5.33 5.52 5.71 100%
TNE Technology One P m 2.31 726 Sep 12 8.7 10.00 11.30 23.10 20.44 5.09 6.60 7.40 2.20 2.86 3.20 90%
TOL Toll Holdings P b 50 5.71 4,52 Jun 13 41.3 40.20 43.00 14.20 13.28 27.0 28.00 30.00 4.73 4.90 5.25 100%
TPM TPG Telecom P b 200 5.23 4,56 Jul 13 18.9 20.60 23.65 25.39 22.11 7.5 9.45 11.05 1.43 1.81 2.11 100%
UXC UXC P m 0.98 308 Jun 13 6.7 7.00 8.00 14.00 12.25 7.05 5.80 6.00 7.19 5.92 6.12 100%
WEB Webjet P m ♣ 2.95 231 Jun 13 19.0 19.50 23.00 15.13 12.83 13.0 14.40 16.10 4.41 4.88 5.46 100%
WOR WorleyParsons P b 50 ♦ 16.75 4,91 Jun 13 129.9 112.00 132.00 14.96 12.69 92.5 76.00 86.20 5.52 4.54 5.15 45%

Notes:

"B" indicates we currently consider the company as a "Best Stock", "P" as a "Potent Stock" or "S" as a "Spec Stock"
"b" shows a stock with a market cap over $1,500m; "m" is a member of the Russell Research Midcap & Smaller Cap Index
A number in "Notes" indicates the stock is a constituent of an S&P/ASX Index - the 20, 50, 100 or 200 Index
A card picture indicates our Premium Rating, "Spades", "Hearts", "Diamonds" or "Clubs" - see on a company report or sketch.
Above, "EPS Last" is our "Adjusted EPS"; accordingly, below, "EPS % Chg FY1" and "P/E Last" are based on this Adjusted EPS.
Prices normally shown as at the close on the date in the heading. Input data sourced from IRESS Market Technology Limited.




                Profile

Potent Stocks Selection as at 30 Dec 2013    -    2. Further Financial Data

Code Company Notes NPAT Last NPAT FY1 NPAT FY2 EPS % Chg FY1 EPS % Chg FY2 P/E Last ROE Last % Int Cover x Debt to Equity Disct % to High Upside % Sector
AHD Amalgamated Holdings P m 79.4 83.6 90.3 -1% 8% 15.14 9% -236.0 x -2 % 11 % 9 % Consumer Services
ALQ ALS P b 100 232.5 191.7 220.6 -25% 12% 13.00 23% 0.0 x 41 % 38 % 0 % Commercial Services & Supplies
AMM Amcom Telecommunications P m 20.8 24.1 29.6 15% 20% 25.65 17% 23.8 x 10 % 1 % -1 % Telecommunication Services
ANG Austin Engineering P m 28.5 26.7 30.7 -6% 15% 9.56 19% 25.0 x -4 % 62 % 11 % Capital Goods
ANZ Australia and New Zealand Banking Group P b 20 ♥ 6,57 6876.4 7385.0 6% 6% 13.93 13% -2.0 x 0 % 6 % 4 % Banks
APE AP Eagers P m 55.6 61.4 66.2 4% 4% 14.15 12% 4.1 x 108 % 17 % 2 % Retailing
BHP BHP Billiton P b 20 12,935 15339.3 16474.0 18% 6% 15.71 17% 48.2 x 40 % 3 % 10 % Diversified Resources
BKN Bradken P m 200 67.0 91.4 103.2 -4% 11% 10.46 9% 3.9 x 56 % 28 % 5 % Capital Goods
BRG Breville Group P m 200 50.6 49.5 55.6 -1% 12% 22.76 25% 24.3 x -22 % 6 % -7 % Retailing
CCP Credit Corp Group P m ♣ 32.0 33.2 36.7 11% 11% 14.49 23% -18.7 x 4 % 15 % 6 % Diversified Financials
CLH Collection House P m 15.7 18.2 20.4 8% 10% 13.27 13% 3.6 x 71 % 10 % 2 % Diversified Financials
CTD Corporate Travel Management P m 13.1 17.3 23.5 23% 29% 32.90 18% -58.1 x -14 % 12 % -6 % Commercial Services & Supplies
DMP Domino's Pizza Enterprises P m ♣ 28.7 43.9 53.0 26% 16% 39.38 28% -45.7 x 20 % 5 % -14 % Consumer Services
GEM G8 Education P m 19.7 34.7 49.1 34% 28% 35.00 11% 4.5 x 15 % 7 % 25 % Consumer Services
IMF IMF (Australia) P m ♦ 13.9 38.1 55.1 149% 39% 17.96 11% -19.2 x -25 % 20 % 26 % Diversified Financials
IRE IRESS Market Technology P b 200 39.2 52.0 72.1 -12% 24% 22.99 31% -1.0 x -44 % 10 % -8 % Software & Services
LEP ALE Property Group P m ♣ 25.3 29.9 30.6 -11% 0% 15.60 7% 15.5 x 109 % 8 % -24 % Real Estate
MRM Mermaid Marine Australia P m 200 ♦ 60.3 60.0 68.7 -3% 12% 12.64 15% 7.4 x 30 % 27 % 15 % Energy Related Services
RHC Ramsay Health Care P b 100 ♦ 292.9 319.5 365.6 15% 14% 31.61 18% 5.4 x 64 % 1 % -18 % Health Care Equipment & Services
SAI SAI Global P m 200 46.8 46.0 54.6 10% 15% 18.88 14% 6.6 x 61 % 20 % 15 % Commercial Services & Supplies
SGH Slater & Gordon P m 200 42.0 55.8 63.7 17% 12% 19.45 12% 10.8 x 9 % 1 % -6 % Commercial Services & Supplies
SHV Select Harvests P m 20.0 28.7 29.2 24% 1% 13.39 12% 6.7 x 50 % 1 % -8 % Food Beverage & Tobacco
SIV Silver Chef P m 11.1 13.4 16.9 11% 19% 12.61 19% 3.4 x 157 % 71 % 62 % Capital Goods
SKE Skilled Group P m 200 58.5 59.2 67.3 3% 16% 13.90 12% 2.4 x 10 % 18 % 18 % Commercial Services & Supplies
SRV Servcorp P m 21.4 25.2 30.1 19% 19% 18.47 10% 4.2 x -38 % 4 % -4 % Commercial Services & Supplies
SUL Super Retail Group P b 200 ♣ 102.8 132.0 152.2 16% 16% 22.82 14% 8.8 x 45 % 7 % 1 % Retailing
TFC TFS Corporation P m ♦ 5.3 20.6 20.1 -3% -3% 12.83 2% 2.4 x 33 % 8 % 22 % Food Beverage & Tobacco
TLS Telstra Corporation P b 20 ♥ 3,865 4072.0 4236.2 8% 3% 17.17 30% 5.0 x 98 % 0 % -5 % Telecommunication Services
TNE Technology One P m 23.6 31.0 35.2 15% 13% 26.55 32% 12.5 x -56 % 8 % -1 % Software & Services
TOL Toll Holdings P b 50 282.8 288.2 311.5 -3% 7% 13.83 10% 12.5 x 47 % 9 % -3 % Transportation
TPM TPG Telecom P b 200 149.2 161.7 186.4 9% 15% 27.67 21% 5.1 x 2 % 1 % -21 % Telecommunication Services
UXC UXC P m 19.7 21.4 25.7 4% 14% 14.63 10% 3.3 x -13 % 30 % 23 % Software & Services
WEB Webjet P m ♣ 6.5 15.7 18.6 3% 18% 15.53 11% -6.3 x -110 % 80 % 20 % Consumer Services
WOR WorleyParsons P b 50 ♦ 344.3 276.7 327.0 -14% 18% 12.89 15% 11.4 x 34 % 64 % 9 % Energy Related Services

Notes:

"B" indicates we currently consider the company as a "Best Stock", "P" as a "Potent Stock" or "S" as a "Spec Stock"
"b" shows a stock with a market cap over $1,500m; "m" is a member of the Russell Research Midcap & Smaller Cap Index
A number in "Notes" indicates the stock is a constituent of an S&P/ASX Index - the 20, 50, 100 or 200 Index
A card picture indicates our Premium Rating, "Spades", "Hearts", "Diamonds" or "Clubs" - see on a company report or sketch.
In the top table, "EPS Last" is our "Adjusted EPS"; accordingly, in the lower table, "EPS % Chg FY1" and "P/E Last" are
based on this Adjusted EPS. We have inadequate data to adjust the prior year EPS, or NPAT Last, for both of which Reported figures are used.
Prices normally shown as at the close on the date in the heading. Input data sourced from IRESS Market Technology Limited.




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