Having bought another token $500 worth of shares in eight companies
yesterday, my portfolio cracked the magical 100 stocks for the
first time. There wouldn’t be many individual retail investors who can
make that claim and certainly no-one who – for all the trading, brokerage
and paperwork – only has a portfolio worth $73,720.

That was the value of the 100 stock portfolio last night, before
considering the $35,050 margin loan liability. The eight additions
yesterday were ConnectEast, GRD, Funtastic, Indophil Resources, Oceania
Gold, Senetas, Singtel and Unwired.

Having started buying stocks last April, it is interesting to note
which have doubled to be worth more than $1000 over that period. Step
forward BHP Billiton, Record Investments and Zinifex. Others, such as
Just Group, CSR and Macquarie Bank, all got there briefly but have
since fallen back.

I’m in the market for good advice to [email protected] on
controversial stocks to buy where there might be some interesting
action to be had at forthcoming shareholders’ meetings. The following
100 stocks have all been bought for that very reason and the bracketed
figure is the size of each holding. The only stocks where more than
$1000 has been invested are AGL, Gunns, PBL, News Corp and Telstra:

Stephen Mayne’s top 100 AGM targets

ABC Learning (80), Alumina (100), Ansell (50), APN News & Media
(115), Aristocrat Leisure (50), Atlas Group (420), Austar (500),
Austereo (310), Australian Energy (270), AFIC (110), AGL (90), AWB
(250), Babcock & Brown (32), Baycorp Advantage (150), Becton
(1100), BHP Billiton (35), Billabong (40), Bluescope
Steel (60), Brickworks (40), Caltex Australia (40), Central Equity
(220), Challenger Financial Services (150), Chiquita Brands (670),
Clime Capital (540), Coles Myer (50), Computershare (80), ConnectEast
(425), CSR (220), David Jones (220), Everest Babcock & Brown (105),
Fairfax (115), Funtastic
(285), Gasnet (200), GPT (125), GRD (220), Gunns (1,140), Healthscope
(100), Harvey Norman
(200), Housewares (350), Incitec Pivot (33), Indophil
Resources (666), IAG (95), IOOF (75), Iress Market Technology (100),
James
Hardie (60), Just Group (300), Macquarie Bank (12), Macquarie Goodman
(125), Macquarie Infrastructure Group (130), Macquarie
Leisure (240), Mayne Pharma (250), Mirvac (150), Multiplex (165), MYOB
(500), NAB (16), News Corp
(325), News Corp non-voting (25), Nexus Energy (700), Nufarm (45),
Nylex (2,300), Oceana Gold (76), Orica (25),
Oxiana (190), Pacifica (250), Pacific Brands (210), Palamedia (100),
Paperlinx (200), Patrick (70), PBL (67), PMP (370), Perpetual
(8), Primelife (370), Qantas (160), Ramsay Healthcare (65), Reece
Australia (40), Record
Investments (100), Resmed
(100), Rio Tinto (7), Santos (45), Seek (200), Senetas (1000), SFE Corp
(31), Sims Group (36), Singtel (230), Southern Cross
Broadcasting (50), SP Ausnet (400), Spotless (100), STW Communications
(180), Symbion Health (250), Tabcorp (35), Tassal (520), Telstra
(610), Toll Holdings (40), Tattersall’s (160), Unwired (1300), Virgin
Blue (310), Village Roadshow (175), Woodside Petroleum (16), Wattyl
(250), Zinifex (110).

Peter Fray

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