The list actually performed well. Investing in the top 5 (+6.0%) or top 10 (+2.9%) would have beaten the FTSE100 as a whole (+2.3%). Also investing in the bottom 5 (+1.8%) or bottom 10 (+0.8%) on the list would have lagged the market. The figures also ignore dividends (remember the average dividend yield on the top 10 is over 6% and on the bottom 10 is around 1% so this would make investing in the shares at the top of the list even more attractive).
The best performers in the top 10 last month were SL (+10%) and LGEN (+12%) the worst being RSL which dropped 6%. In the bottom 10 Randgold performed best gaining 11% and Aggreko was the worst with a fall of 8%. Shire was down 9% at one point but has recovered a bit over the last few days to be 4% down.
Below is the current list:
Last Month
|
Share
|
Price
|
Analyst growth
|
Current Yield
|
3yr yield
|
Growth
|
Adjustment
|
Total
|
1
|
Aviva
|
266
|
2.9%
|
10.3%
|
9.5%
|
1.2%
|
0.0%
|
10.61%
|
2
|
Vodafone
|
182
|
15.0%
|
7.6%
|
4.9%
|
6.0%
|
-0.6%
|
10.32%
|
3
|
RSA
|
106
|
2.9%
|
9.1%
|
8.2%
|
1.1%
|
0.0%
|
9.39%
|
6
|
Resolution
|
191
|
3.1%
|
11.1%
|
7.1%
|
1.3%
|
0.0%
|
8.35%
|
4
|
Standard Life
|
226
|
5.9%
|
6.8%
|
5.8%
|
2.4%
|
0.0%
|
8.11%
|
7
|
BAE
|
280
|
3.5%
|
7.2%
|
6.2%
|
1.4%
|
0.0%
|
7.63%
|
9
|
SSE
|
1379
|
4.5%
|
6.3%
|
5.4%
|
1.8%
|
-0.1%
|
7.19%
|
8
|
BT
|
206
|
13.8%
|
5.2%
|
3.7%
|
5.5%
|
-2.0%
|
7.16%
|
5
|
L&G
|
124
|
11.7%
|
6.4%
|
4.0%
|
4.7%
|
-1.5%
|
7.15%
|
10
|
ICAP
|
344
|
3.5%
|
6.8%
|
5.8%
|
1.4%
|
0.0%
|
7.15%
|
12
|
AstraZenica
|
2794
|
2.7%
|
6.8%
|
5.8%
|
1.1%
|
0.0%
|
6.91%
|
18
|
M&S
|
320
|
5.3%
|
5.9%
|
5.1%
|
2.1%
|
-0.4%
|
6.85%
|
11
|
Admiral
|
1152
|
15.0%
|
7.8%
|
3.3%
|
6.0%
|
-2.5%
|
6.77%
|
14
|
National Grid
|
665
|
2.3%
|
6.2%
|
5.7%
|
0.9%
|
0.0%
|
6.62%
|
15
|
Centrica
|
315
|
6.4%
|
5.5%
|
4.5%
|
2.6%
|
-1.0%
|
6.06%
|
13
|
HSBC
|
571
|
8.2%
|
5.4%
|
4.1%
|
3.3%
|
-1.4%
|
6.02%
|
54
|
Severn Trent
|
1623
|
7.3%
|
5.0%
|
4.3%
|
2.9%
|
-1.3%
|
5.91%
|
21
|
Morrisons
|
265
|
11.0%
|
5.0%
|
3.6%
|
4.4%
|
-2.1%
|
5.88%
|
16
|
GSK
|
1479
|
6.4%
|
5.4%
|
4.4%
|
2.5%
|
-1.1%
|
5.87%
|
19
|
British Land
|
508
|
2.7%
|
5.4%
|
5.1%
|
1.1%
|
-0.4%
|
5.87%
|
22
|
Tesco
|
310
|
5.5%
|
5.3%
|
4.5%
|
2.2%
|
-0.9%
|
5.80%
|
17
|
Aberdeen
|
256
|
15.0%
|
5.0%
|
2.9%
|
6.0%
|
-3.2%
|
5.66%
|
20
|
RDShell 'B'
|
2185
|
3.1%
|
5.2%
|
4.9%
|
1.3%
|
-0.6%
|
5.60%
|
25
|
Sainsbury's
|
295
|
2.0%
|
5.7%
|
5.1%
|
0.8%
|
-0.3%
|
5.57%
|
24
|
Imp Tobacco
|
2440
|
10.4%
|
4.8%
|
3.4%
|
4.2%
|
-2.3%
|
5.31%
|
26
|
Reed Elsevier
|
496
|
6.0%
|
4.9%
|
4.2%
|
2.4%
|
-1.4%
|
5.23%
|
23
|
BritAm Tobacco
|
3231
|
9.6%
|
4.7%
|
3.5%
|
3.9%
|
-2.2%
|
5.14%
|
27
|
Ashmore
|
335
|
7.1%
|
5.0%
|
3.9%
|
2.8%
|
-1.7%
|
5.10%
|
40
|
WPP
|
755
|
14.4%
|
4.3%
|
2.6%
|
5.8%
|
-3.8%
|
4.56%
|
28
|
United Utilities
|
662
|
0.8%
|
5.4%
|
4.8%
|
0.3%
|
-0.6%
|
4.56%
|
34
|
Stan Chartered
|
1369
|
9.1%
|
4.2%
|
3.3%
|
3.6%
|
-2.5%
|
4.40%
|
29
|
BHP Billiton
|
1738
|
8.9%
|
4.4%
|
3.3%
|
3.5%
|
-2.5%
|
4.34%
|
45
|
IMI
|
800
|
9.2%
|
4.5%
|
3.2%
|
3.7%
|
-2.6%
|
4.25%
|
33
|
Rexam
|
408
|
11.1%
|
4.4%
|
2.8%
|
4.4%
|
-3.3%
|
3.96%
|
30
|
CRH
|
1116
|
1.2%
|
4.6%
|
4.5%
|
0.5%
|
-1.0%
|
3.95%
|
42
|
Amec
|
965
|
12.4%
|
4.0%
|
2.6%
|
5.0%
|
-3.7%
|
3.84%
|
31
|
Old Mutual
|
150
|
11.8%
|
4.8%
|
2.7%
|
4.7%
|
-3.6%
|
3.83%
|
52
|
Tate & Lyle
|
636
|
4.6%
|
4.3%
|
3.7%
|
1.8%
|
-1.9%
|
3.69%
|
36
|
Barclays
|
196
|
13.3%
|
3.9%
|
2.4%
|
5.3%
|
-4.1%
|
3.59%
|
51
|
BSkyB
|
677
|
9.2%
|
4.1%
|
3.0%
|
3.7%
|
-3.0%
|
3.59%
|
39
|
Unilever
|
2104
|
15.0%
|
4.0%
|
2.2%
|
6.0%
|
-4.6%
|
3.57%
|
37
|
Land Sec
|
738
|
3.7%
|
4.2%
|
3.8%
|
1.5%
|
-1.8%
|
3.54%
|
49
|
Smiths
|
995
|
5.7%
|
4.1%
|
3.5%
|
2.3%
|
-2.2%
|
3.53%
|
44
|
Hammerson
|
432
|
4.4%
|
4.2%
|
3.7%
|
1.8%
|
-2.0%
|
3.53%
|
35
|
Capita
|
650
|
8.8%
|
3.9%
|
3.0%
|
3.5%
|
-3.0%
|
3.48%
|
48
|
Kingfisher
|
283
|
11.6%
|
3.9%
|
2.5%
|
4.6%
|
-3.8%
|
3.34%
|
38
|
Prudential
|
723
|
7.2%
|
4.0%
|
3.2%
|
2.9%
|
-2.7%
|
3.33%
|
41
|
Sage
|
271
|
7.4%
|
4.2%
|
3.1%
|
3.0%
|
-2.9%
|
3.17%
|
47
|
G4S
|
279
|
9.0%
|
3.6%
|
2.8%
|
3.6%
|
-3.3%
|
3.13%
|
63
|
J Matthey
|
2155
|
13.3%
|
3.3%
|
2.2%
|
5.3%
|
-4.6%
|
2.93%
|
43
|
Pearson
|
1233
|
6.3%
|
3.9%
|
3.1%
|
2.5%
|
-2.8%
|
2.92%
|
50
|
Next
|
3150
|
9.7%
|
3.4%
|
2.6%
|
3.9%
|
-3.7%
|
2.80%
|
64
|
Petrofac
|
1364
|
13.1%
|
3.5%
|
2.1%
|
5.2%
|
-4.6%
|
2.78%
|
55
|
Compass
|
657
|
10.1%
|
3.6%
|
2.5%
|
4.0%
|
-3.8%
|
2.77%
|
53
|
H Lansdown
|
511
|
15.0%
|
4.9%
|
1.9%
|
6.0%
|
-5.2%
|
2.64%
|
32
|
Vedanta
|
882
|
1.9%
|
4.1%
|
3.7%
|
0.8%
|
-2.0%
|
2.45%
|
61
|
R Benckiser
|
3366
|
2.7%
|
3.9%
|
3.4%
|
1.1%
|
-2.4%
|
2.04%
|
56
|
Diageo
|
1633
|
9.2%
|
2.9%
|
2.3%
|
3.7%
|
-4.2%
|
1.83%
|
58
|
SABMiller
|
2538
|
11.6%
|
2.9%
|
2.0%
|
4.6%
|
-4.9%
|
1.75%
|
60
|
Meggitt
|
373
|
7.7%
|
3.3%
|
2.5%
|
3.1%
|
-3.8%
|
1.74%
|
57
|
Rolls Royce
|
849
|
12.3%
|
2.6%
|
1.9%
|
4.9%
|
-5.2%
|
1.66%
|
59
|
Schroders
|
1298
|
5.0%
|
3.3%
|
2.7%
|
2.0%
|
-3.4%
|
1.32%
|
66
|
Burberry
|
1340
|
15.0%
|
2.6%
|
1.5%
|
6.0%
|
-6.4%
|
1.08%
|
70
|
Wier Group
|
1454
|
11.2%
|
2.8%
|
1.9%
|
4.5%
|
-5.3%
|
1.04%
|
62
|
Whitbread
|
2030
|
8.1%
|
3.0%
|
2.2%
|
3.3%
|
-4.5%
|
0.96%
|
67
|
Bunzl
|
1032
|
6.9%
|
2.9%
|
2.3%
|
2.8%
|
-4.3%
|
0.81%
|
71
|
Experian
|
899
|
9.7%
|
2.7%
|
2.0%
|
3.9%
|
-5.0%
|
0.81%
|
74
|
Xstrata
|
799
|
9.6%
|
3.8%
|
1.9%
|
3.8%
|
-5.1%
|
0.72%
|
69
|
Rio Tinto
|
2905
|
7.2%
|
3.7%
|
2.2%
|
2.9%
|
-4.5%
|
0.57%
|
65
|
ABF
|
1267
|
10.0%
|
2.4%
|
1.8%
|
4.0%
|
-5.4%
|
0.47%
|
72
|
Croda
|
2160
|
10.7%
|
3.1%
|
1.7%
|
4.3%
|
-5.6%
|
0.35%
|
68
|
IntCon Hotels
|
1530
|
7.4%
|
2.6%
|
2.0%
|
3.0%
|
-4.9%
|
0.06%
|
73
|
Intertek
|
2620
|
15.0%
|
1.8%
|
1.1%
|
6.0%
|
-7.7%
|
-0.58%
|
75
|
Int Power
|
418
|
1.3%
|
2.8%
|
2.4%
|
0.5%
|
-4.0%
|
-1.11%
|
77
|
Serco
|
527
|
9.2%
|
1.9%
|
1.4%
|
3.7%
|
-6.6%
|
-1.56%
|
76
|
Antofagasta
|
1047
|
15.0%
|
3.6%
|
0.9%
|
6.0%
|
-8.5%
|
-1.61%
|
78
|
Smith & N
|
619
|
5.8%
|
2.0%
|
1.6%
|
2.3%
|
-5.9%
|
-1.98%
|
79
|
Aggreko
|
1988
|
13.2%
|
1.3%
|
0.9%
|
5.3%
|
-8.8%
|
-2.62%
|
80
|
BG Group
|
1258
|
8.8%
|
1.4%
|
1.1%
|
3.5%
|
-7.7%
|
-3.12%
|
81
|
ARM
|
496
|
15.0%
|
1.0%
|
0.6%
|
6.0%
|
-10.6%
|
-3.96%
|
82
|
Tullow
|
1425
|
15.0%
|
0.8%
|
0.4%
|
6.0%
|
-12.8%
|
-6.40%
|
84
|
Shire
|
1818
|
11.1%
|
0.7%
|
0.5%
|
4.4%
|
-11.6%
|
-6.75%
|
83
|
Randgold
|
5691
|
15.0%
|
0.8%
|
0.3%
|
6.0%
|
-13.7%
|
-7.43%
|
Not many major changes, but share price movements and analyst forecast adjustments have moved a few companies up or down the rankings. Although there are no changes to the top or bottom 10 shares.

Note that this list is just based on raw data, before buying any of these stocks it's best to check dividend cover, technical price action, insider dealings, etc.
Hi,
ReplyDeleteI enjoy reading your blog and find your valuation method compelling. The method relies on analyst growth forecasts, so do you mind sharing what source you use to get the forecasts and for what horizon in the future? Thanks a lot.