Stephen Fell's stock picks

Note - quotes 20 mins behind real time

temp


Ireland (Euro)
 Current Price
 Buy Below this Price
 Rationale
CRH
Arial"> "http://download.finance.yahoo.com/d/quotes.csv?s=CRG.IR&f=sl1d1t1c1ohgv&e=.csv".
22.00

 Strong Dealflow expected in H2 05 - H1 06; M&A in sector driving value
Fyffes
Arial"> "http://download.finance.yahoo.com/d/quotes.csv?s=FQ3.IR&f=sl1d1t1c1ohgv&e=.csv".
2.16

 Asset Play - Potential M&A angle
Kingspan
Arial"> "http://download.finance.yahoo.com/d/quotes.csv?s=KRX.IR&f=sl1d1t1c1ohgv&e=.csv".
10.00

 Strong Growth & conversion across all business areas; Century aquisition kicking in
Grafton
Arial"> "http://download.finance.yahoo.com/d/quotes.csv?s=GN5.IR&f=sl1d1t1c1ohgv&e=.csv".
7.87

 Will mark time in short term, underlying value of Irish business should win through
UK (note - prices in sterling pence)
BP
Arial"> "http://download.finance.yahoo.com/d/quotes.csv?s=BP.L&f=sl1d1t1c1ohgv&e=.csv".
630.00

 Attractive play on oil prices, underpinned by valuation of BP's reserves
Glaxo SmithKline
Arial"> "http://download.finance.yahoo.com/d/quotes.csv?s=GSK.L&f=sl1d1t1c1ohgv&e=.csv".
1465.00

 Unrecognised pipeline and potential earnings upgrades
Shire Pharma
Arial"> "http://download.finance.yahoo.com/d/quotes.csv?s=SHP.L&f=sl1d1t1c1ohgv&e=.csv".
700.00

 Specifically targeting positive newsflow on Fosrenol and TKT
Royal Bank of Scotland
Arial"> "http://download.finance.yahoo.com/d/quotes.csv?s=RBS.L&f=sl1d1t1c1ohgv&e=.csv".
1600.00

 Best value of diversified financials, continues to look excellent value

AK