A: By law, I have to be quite careful answering questions of this type because you haven’t told me anything about your personal situation, financial needs, or investment objectives.

So, lets keep it general and I will talk about my reaction to the stocks.

Firstly, none are “must haves”.  I have none of these stocks (except a small parcel of PDL when first sold by Westpac) in my portfolio.

Of those in the list, I like Challenger due to the industry tailwinds (although the market has been pretty tough). Don’t like QBE, can’t get excited about the fund managers, and in regard to A2M, I am wary.

 

More generally, this is what the major brokers (source FN Arena) think. Target price and number of broker recommendations:

 

Stock	Current Price	Target Price	Upside	Buy	Neutral	Sell
A2M	$9.87	$11.78	19.4%	3	3	0
Challenger	$9.83	$11.67	18.8%	2	4	0
QBE	$11.52	$12.18	5.8%	6	2	0
Pendal	$8.40	$9.38	11.6%	2	3	1
Platinum	$5.07	$5.21	2.9%	0	2	2

 

Hope this helps