ANALYST VIEWS: WHICH STOCKS ARE LIKELY TO PERFORM IN 2012?
MICHAEL SHILLAKER | CREDIT SUISSE
“In metals and mining, capex and cash returns will remain the market’s key focus. We see Rio Tinto as most likely to raise the dividend structurally, and Xstrata as the most undervalued relative to its long-term growth profile.”
DAVID MCCANN | NUMIS
“Our top asset management picks are Aberdeen and Man. Aberdeen price to earnings ratio and five per cent yield offers excellent value while Man’s dividend yield is 10.8 per cent and we do not expect it to be cut.”
ALEX BREESE | NEPTUNE ASSET MANAGEMENT
“With the extreme macro uncertainty set to continue into 2012, investors are likely to seek refuge in higher quality companies with good earnings visibility, strong balance sheets, a secure dividend and solid management.”