Two sectors with stand out earnings stability in 2015

Two sectors with stand out earnings stability in 2015. Sector wise, in contrast to Energy and Materials, the Health Care and Telecommunication Services sectors stand out in terms of the stability of their earnings forecast for 2015. The Consumer Discretionary sector is supported structural growth stories like Domino's Pizza and gaming stocks such as Aristocrat Leisure, which we expect to deliver good growth in 2015, and the Telecoms sector has broad based earnings stability with robust dividend yield. Quality businesses that can sustainably grow their revenues and profits in a relatively tough economic environment (such as REA Group, Ramsay Health Care and CSL) will continue to be bid up. Likewise, offshore earners should enjoy continued earnings tailwind from exposure to economies that are outperforming our own and the weakening of AUD. Conditions where there are clear winners and losers and a market that is willing to apply discerning valuations tend to suit bottom up stock pickers even if the overall index tracks sideways. @platypus


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