Lincoln's top 10 financial health picks for 2014:
- Ardent Leisure Group (AAD): StrongAAD's first-quarter trading update was positive, with strong revenue and underlying earnings growth forecast for FY14. Health clubs and US-based businesses remained growth drivers and management indicated other divisions were tracking well. Also, its theme parks will benefit from the Queensland Government's $15 million tourism campaign. Suits income investors comfortable with entertainment asset exposure who do not require high franking credits.
- CSL Limited (CSL): StrongCSL looks set for solid profit growth for the full year, with earnings per share growth to benefit from the $950 million share buyback and a lower Australian dollar. The longer-term outlook remains positive as increased research and development investment ensures a strong future product pipeline. Suits growth investors seeking defensive earnings and foreign-currency exposure.