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• Buy Aviva (AV.) by Ben McPoland in The Motley Fool
• Avoid itim Group (ITIM) by Steve Moore in ShareProphets
• Neutral Next (NXT) by Citi
• Avoid TT Electronics (TTG) by Steve Moore in ShareProphets
• Avoid Cyanconnode Holdings (CYAN) by Steve Moore in ShareProphets
• Sell Midwich Group (MIDW) by Steve Moore in ShareProphets
• Buy Smith & Nephew (SN.) by Simon Watkins in The Motley Fool
• Buy BAE Systems (BA.) by Simon Watkins in The Motley Fool
• Hold Wickes Group (WIX) by Deutsche Bank
• Hold Bytes Technology Group (BYIT) by Deutsche Bank
• Buy AstraZeneca (AZN) by Robert Stephens (Telegraph) in The Telegraph - Questor
• Buy Kingfisher (KGF) by Deutsche Bank
• Buy International Consolidated Airlines Group SA (CDI) (IAG) by Deutsche Bank
• Hold BAE Systems (BA.) by Berenberg
• Outperform Hikma Pharmaceuticals (HIK) by Exane
• Buy Lancashire Holdings Limited (LRE) by Goldman Sachs
• Neutral GSK (GSK) by Goldman Sachs
• Buy HSBC Holdings (HSBA) by Goldman Sachs
• Neutral Hiscox Limited (DI) (HSX) by Goldman Sachs
• Buy Beazley (BEZ) by Goldman Sachs