Breedon Aggregates is asset backed, has strong cash flow and will make additional acquisitions to take advantage of a growing sector.
Glaxo appears set to benefit from improved prospects this year and recent renewed speculation that Pfizer might be interested in a bid.
The turnaround at Aviva is progressing well under Mark Wilson’s leadership, while the Friends Life deal significantly strengthens the balance sheet and improves the group’s cash generation.
Poundland offers a compelling European discount growth story, with a number of important announcements in coming weeks.
Laird launched 24 new products and applications last year, helping it achieve design wins in wireless charging and contactless medical and automotive technology.
Falling profits leave the dividend looking abnormally high compared to free cash flow, which combined with the costs associated with asset disposals, could weigh on earnings per share estimates.
Lloyds is emerging from the financial crisis and heavy burden of several miss-selling scandals as a UK-centric bank with strong capital ratios and growing dividend.
With the sector expected to head back to growth in 2016, I believe Rio Tinto offers good value given its high-quality assets, strong balance sheet and appealing valuation.
BG posted a full-year operating loss of $1.4 billion compared to $4.2 billion profit a year earlier, as production fell 4% to 606,000 barrels of oil equivalent