Criteria:

1. FTSE 100 so major global company

2. Valuation better than FTSE 100 average based on Price to Book (FTSE 100 av is 3.11).

3. Performance better than FTSE 100 ytd (FTSE 100 is down 17% YTD)

4. Avoid stocks in same sector

5. Stocks if they return to the high of the past two years will provide a 25%+ return

6. Stocks which had recouped their credit-crunch share price drops

Names:

1. Serco

2. Autonomy

3. Tate and Lyle

4. BG Group

5. Rolls Royce

6. G4S

7. Pearson

8. WM Morrison

9. Rexam

10. Legal and General

11. Vodafone