High Conviction Stocks: December 2014

We have updated our High Conviction Picks for December 2014. Our high conviction picks are companies we believe will outperform the market based on short to medium-term catalysts.

This month we have made two changes to our Top 100 High Conviction list, adding Ramsay Healthcare (RHC) and removing Challenger Group (CGH).

Top 100

Brambles (BXB)

  • View detailed research on Brambles (Morgans clients only)

CSL Limited (CSL)

  • View detailed analysis on CSL (Morgans clients only)

Oil Search (OSH)

  • View detailed analysis on Oil Search (Morgans clients only)

Origin Energy (ORG)

Ramsay Health Care (RHC)

Seek (SEK)

  • View detailed analysis on Seek (Morgans clients only)

Stockland Group (SGP)

Transurban Group (TCL)

Ex 100

This month we have made four changes to our ex 100 High Conviction list, adding Impedimed (IPD) and removing Mantra Group (MTR), Virtus Group (VRT) and Pact Group (PGH).

Admedus (AHZ)

Recent interview with Lee Rodne, CEO of Admedus:

  • View detailed analysis on Admedus (Morgans clients only)


  • View detailed analysis on GBST (Morgans clients only)

Impedimed (IPD)

  • View detailed analysis on Impedimed (Morgans clients only)

National Storage REIT (NSR)

NextDC (NXT)

  • View detailed research on Next DC (Morgans clients only)

Shine Corporate (SHJ)

360 Capital Industrial Fund (TIX)

More information

Our research is complimentary for all Morgans clients. Contact your nearest Morgans office if you are interested in becoming a client and accessing our research.

Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited ABN 49 010 669 726 as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited, its related bodies corporate, directors and officers, employees, authorised representatives and agents ("Morgans") do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

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