Every where you look the news is full of doom and gloom about currencies and the markets, and rightly so. But, and it's a big but, some companies will ride out the storm, offer reasonable dividends and offer a buying opportunity. Obviously the 'cranks' will say their small cap tiddler is worthy of a huge upgrade in share price but maybe a flight to quality is where we should be ( I can't believe I am saying this!). Maybe the collapse in share prices might be an opportunity for some quite juicy M&A activity.

So here is my list of a few stocks I am watching for buying opportunities and why:

Misys; M&A activity bidder Fidelity National Information Services (FIS) walked away last week and shares came in for big sell off. Unlikely FIS will bid again just yet but if price continues to collapse might return.

SportingBet: M&A activity bidder Ladbrokes? Still rumoured out there with 70p bid. Perennial bid favourite but might be one to get dirt cheap.

Lloyds. Madness, yes I know, but below 28p I might just put some away for a rainy day, a pure punt.


Anyone else got some stocks to watch?

.... and yes I do have issues with Sportingbet :-)

From an SBT thread :

Dil - 04 Jul 2011 23:15 - 431 of 465

You put them in your pension with Meldex Mike ????

Pile of shite ... and nothing to do with them banning me honest , tossers :-)

If you wanna buy into bookies then buy the market leaders Paddypower or William Hill (I have some Will Hill).

Ladbrokes online not a patch on two above so won't touch them. 888sport probably the best performer in last year but wouldn't touch at current prices.

Then again WTF would I know I'm not a gambler.

Deja Vu

Indeed Bully!