Charles Lannon Cineworld Group PLC CNNWF-OTC TOP PICK Oct 01, 2014

British movie theatres. Valuation is quite good at 3 £-3.5£, which he values at closer to 4£. Attractive dividend yield of about 3.5%. Have just undertaken a merger, where they bought a bunch of assets in Central and Eastern Europe, which are growing at a much greater clip than the British assets.

(A Top Pick June 11/14. Up 40.82%.) Even though movie ticket sales are anaemic, the industry has done a very good job of up-charging you on concessions. Still has plenty of space to go both in their British and central European operations.