Goldman Sachs JBWere's Conviction List

This is from the Australian Financial Review (3rd of May 2007), page 28:

Goldman Sachs JBWere have a "conviction list" for stocks they are confident in. This week the broker added PanAustralian Resources (PNA) and Kagara Zinc. Stocks that now make up the conviction list include Australia Worldwide Exploration, Brambles, Lihir Gold, NAB, PBL, QBE Insurance, Tassal Group, Toll Holdings, Westpac and Woolworths.

Note:

• Since the inception in June 2006, the "conviction list" has outperformed the asx 200 by 11.5%.
• I have PNA and Tassal Group on my portfolio, and I think they're good investments. Tassal is one of my best performer. Hopefully PNA would be the same.