Homework for the Portfolio webinar on 27th, the 11 stocks on my to-do list

In my interview last week with value investing guru John Biccard of Ninety One, he suggested it was time to stock up on the JSE's "Lucky Sevens", a strategy which served him really well at the beginning of the previous cycle. His definition of these stock market equivalents of a slots jackpot: a share with a 7% dividend yield and a PE (price:earnings) ratio of 7.

Biccard shared five Lucky Sevens with us: Reunert, AECI, Caxton, Lewis and Truworths, whose prices are now "just too cheap." I'm busy doing my homework on them ahead of the next BizNews Share Portfolio webinar, a week tomorrow. If you haven't yet booked, register by clicking here and join me at noon on the 27th for this Premium-member-only event.

While Biccard's picks are all industrial stocks, I'm keen to have a wider look at some in other sectors with equally appealing ratios. On my homework list is Momentum Metropolitan (6% Divi; 6 PE); Old Mutual (7% Divi; 5 PE); JSE Ltd (7% Divi; 10 PE); Nedbank (7% Divi; 8 PE); Standard Bank (7% Divi; 8 PE); and Vodacom (6.6% Divi and 12 PE).

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