The Times Tempus column looks at Cookson Group, the material manufacturers. It got walloped yesterday after issuing a trading update saying an exit from its North American business was possible on falling sales of precious metals to customers like Wal Mart. Additional weakeness in solar power materials stateside means the end may be nigh for Cookson in America

Elsewhere however steel production was 10% up on 2010 and sector expectations are of a 5.4% rise in demand in 2012. This is big business for the ceramics arm of Cookson. There is also huge demand for tablet and smart phone materials, which is driving revenues at Cookson's electronics division. With pre-tax profits set to rise by 18% on the year and, according to forecasts, 8% in 2012 Tempus thinks Cookson is a buy.

In the Telegraph Questor assesses North Sea Oil company EnQuest which has six producing fields in the seas off Scotland. The first thing one notices about the firm is that it is making bucket loads of cash, apparently of its total market cap of around £840m, £265m is cash.

Secondly, and despite a recent problem at one well its full year production is expected to be at around 23 - 24,000 barrels of oil equivalent per day (boepd) with more wells are due to come on line by 2013. Add this to the firm's proven expertise at squeezing the last drops of oil out of sites the major players can't be bothered with and Questor thinks EnQuest is a stone cold buy.

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