Today, we see August come to an end and it's been a very quiet month from an index perspective, with a range only ~30% that of July's. All the action this month has been on the stock-specific level, with reporting season assisting some big moves in both directions. We have been talking the short- term positive equities story at Market Matters all year, with the ASX200 up 3.5% plus dividends since January 1st. We are relatively pleased to-date. However, being mildly bullish stocks for the next 6-months does not mean that we currently like all stocks / sectors. Today we have focused on 5 stocks we do not want to own today, but in some cases perhaps in the future.