Lonmin - WATCH
Segro -WATCH
DC Smith (SMDS) - WATCH
All the above are surrounded by talks of takeovers, and generally seem decent solid companies. I especially like Segro.
Rentokil Initial-LIKE
Yell Group - LIKE - BUT HOLD FOR A BIT BEFORE INVESTING. Its doubled in price over the last few days...and it seems to be consolidating at the moment. But then will probably move upwards again, at a slower rate. Long term prospects are good.
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