The big opps: Turnarounds, LED lighting and online dating

ON UK GROWTH

In the midst of market volatility and global economic uncertainty, stockpicking skills are proving more valuable than ever.

Some of these will be turnaround stories where new managers are putting a business back on track. For example, RSA Insurance Group has a new team at the helm cutting costs and driving up margins, which makes it look attractively priced. Investors will also look at sectors where factors such as technology or cultural shifts are driving earnings growth and where this momentum is unlikely to be derailed by concerns about the faltering US recovery or sovereign debt in the eurozone. LED lighting is one such growth area and one company that stands out is Dialight, which is a manufacturer le...