Q: On July 12 in response to a question regarding Co. it was stated EPS consensus calls for at least a 25% increase and that PE of 17 is still below 10 yr. average. With a substantial move lower, which I assume is on no news, can these shares be bought? Also, can you confirm the move down is on no news please? Is the move down possibly due to a move away from defensive staples? Thank you.

Q: SAP has had a nice run since mid April. What has been the reason for it? where is the growth coming from and can it continue?
Thanks for your great advice.
Ian

Q: Please sort the list if you were assigned a task of bottom fishing.
Firstly sort them (best to worst) in terms of growth perspective for next 3-5 years.
Secondly sort them from fundamentals/safety perspectives.
Ignore diversification.
Also feel free to add your own favorite bottomed pick.