RBS's alpha-bet scoop

The Royal Bank of Scotland believes that Australian investors should include certain stocks in their portfolio if they want to achieve higher returns than the S&P/ASX 200 over 3-6 months. They include Qantas, Telstra, IOOF Holdings and BlueScope Steel. Meanwhile, the firm believes that investors should short a number of stocks, such as the Seven Network, Foster's Group and Tatts Group.

Publication Date: 20 October 2009

ROYAL BANK OF SCOTLAND GROUP PLC
STANDARD AND POOR'S ASX 200 ACCUMULATION INDEX
QANTAS AIRWAYS LIMITED - ASX QAN
TELSTRA CORPORATION LIMITED - ASX TLS
BLUESCOPE STEEL LIMITED - ASX BSL
IOOF HOLDINGS LIMITED - ASX IFL
SEVEN NETWORK LIMITED - ASX SEV
FOSTER'S GROUP LIMITED - ASX FGL
TATTS GROUP LIMITED - ASX TTS
ILUKA RESOURCES LIMITED - ASX ILU
CONSOLIDATED MEDIA HOLDINGS LIMITED - ASX CMJ
UNWIRED GROUP LIMITED
NETWORK INVESTMENT HOLDINGS PTY LTD
GOLDMAN SACHS JBWERE PTY LTD
AQUARIUS PLATINUM LIMITED - ASX AQP
DOWNER EDI LIMITED - ASX DOW
NATIONAL AUSTRALIA BANK LIMITED - ASX NAB
NEWS CORPORATION - ASX NWS
ORICA LIMITED - ASX ORI
ORIGIN ENERGY LIMITED - ASX ORG
SEEK LIMITED - ASX SEK
TEN NETWORK HOLDINGS LIMITED - ASX TEN
WESFARMERS LIMITED - ASX WES

Related terms: australia, bank, edi, energy, index, investment, media, platinum, scotland, steel