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Sunday tips round-up: Cobham, Mecom, Greencore

Like its bigger rival, BAE Systems, aerospace and defence firm Cobham has piggy-backed on the strength of US military spending and has successfully refocused its operations by selling lower-quality assets, leaving the group with four main divisions.It concentrates on a number of high-value specialist markets, including making missiles for aircraft, vehicle intercoms, avionics and surveillance systems and mid-air refuelling equipment. In the first six months of the year it added to its capabilities with five acquisitions for $1.1bn - more have since followed - that have expanded the range of activities in the booming markets of intelligence and national security. Hold, says the Sunday Telegraph.

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