Stock pickers rarely do a proper analysis of sectors and stocks within each sector to find the hidden gems, or standout stocks that may provide much-needed diversification in a portfolio. In today’s inaugural column we study the consumer discretionary sector (XDJ), which comprises a range of industry groups exposed to the whims of the Australian consumer such as retailing; media; consumer durables & apparel; hotels restaurants & leisure; and automobile & components.

In looking at the chart below, you’d be right in thinking that the sector had a .

#FOTO:XXXX:400#

Chart: XXX 1 year price chart as at 28/10/2011, source: Yahoo 

What’s happened in the sector. 

This week we’ll focus on the $X billion ‘XXX’ industry group – one of the X industry groups within the sector. 

Sector:

Code:

1 year return: %

Industry Group:

Companies: 

Largest: Company (XXX), $ billion market cap

Top gainers (12 months): %

Biggest losers (12 months): %

Who’s who.

Sector Outlook

A.

Top Gainer – Company (XXX)
Market capitalisation: $ million
Price/earnings ratio:   times
Share price: $

 

Chart: Share price over the year to 4/11/2011 versus ASX200 (XJO)

.

 

Biggest Loser – Company (XXX)
Market capitalisation: $ Price/earnings ratio:  Share price: $

 

Chart: Share price over the year to 28/10/2011 versus ASX200 (XJO)

A.

 

Largest by market cap – Company (XXX)
Market capitalisation: $ million
Price/earnings ratio:   times
Share price: $

 

Chart: Share price over the year to 4/11/2011 versus ASX200 (XJO)

Cs.

 

Rising Star – Company (XXX)
Market capitalisation: $ million
Price/earnings ratio:   times
Share price: $

 

Chart: Share price over the year to 4/11/2011 versus ASX200 (XJO)

R.

 

 Industry Group*,  Sector

Company ASX code Last price ($) Market Cap ($) 52-wk high ($) 52-wk low ($) 1 yr change (%) div yield (%) EPS P/E
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   
                   

 

 *Only stocks with a market cap of more than $30,000,000 have been included, there are  other small- and micro-caps in the  industry group.

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