i quite like Topps tiles (tpt), good points:highly cash generative (60% gross margin), good organic growth potential, ~4% dividend yield, history of returning funds to shareholders. bad points: low competition barriers, its in the retail sector.
call me crazy but i also like HMV at todays price (~143p). good points: good brand image (and they own waterstones), ~5% div yield, 100m share buy back in next 6 or so months (17% of the shares issued), good take over target. bad points: internet sales lowering customers.
higher risk aim shares:
Cambrian mining (cbm) -great management
Tanfield group (tan) -great growth potential
Armour group (arg) -great from a technical point of view
'dodgy 5 year plus' gamble share:
Tertiary mining (tym) -huge potential, huge risk.