Davy Conviction List - Q4 2018 a period to forget; sticking with our core names; adding Glenveagh Properties and ICG

Davy Research
/Read Important Disclosures

While the Davy Research Conviction List had a disappointing final quarter in 2018, we believe that all the names on the list still merit inclusion and are significantly oversold. We are adding Glenveagh Properties and Irish Continental Group to the existing list, which includes Bank of Ireland, CRH, Dalata Hotel Group, DCC, Grafton Group, IAG, Kingspan Group, Ryanair and Smurfit Kappa Group.