Some mid cap share ideas for 2010

[kwagga]

In quite an expensive market the following mid cap shares looks like a fair proposition for 2010 - Digicore, Datacentrix, Invicta, and Cadiz. All have a PE under 9, a market cap between R500mil and R2bil, a div yield above 2% and an earnings yield above 5%. Comment please. omo

[striker]

Hold some Datacentrix,also like the look of IVT.I believe ESR has been oversold,and could rerate from here.OMO.

[kwagga]

Left ESR deliberately. Sitting on a PE of 4.56, but I'm not sure about the prospects of infrastructure and construction in SA for this year. I think the good times are mostly behind us in this sector for now. Seen many of their equipment next to road - and Gautrain building sites, all in mature phases of contruction. The question is what happens after completion of these projects?

[striker]

Kwagga ,two issues - ESR is not mainstream construction,but one of a specialised geotech. nature - and secondly Ifeel the construction sector with little or no activity over the past 18 months,has seen the worst and a backlog of shelved projects will start to gather steam.

[THRESHOLD]

These are really all smallcaps.

[THRESHOLD]

These are really all smallcaps.