Shares of the Bank of Ireland have had a tremendous run over the past year, but the valuation is still cheap since it is still coming off such a deep bottom, says Riad Younes, portfolio manager at R Squared Capital Management. Younes also says the stock will be helped by an improving Irish economy, just like concrete supplier Cemex will benefit from a growing Mexican economy. Finally, Younes says Vodaphone has a strong underlying business which is often ignored due to all the M&A talk surrounding the name.

Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.

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