SNV leads the way on the summer list and there is likely in my opinion more to come as it is on a low PE at the moment and it pays a regular dividend.
On the other hand POY has had a bad TRADING UPDATE so its share is likely to come off some what. Basically there is nothing wrong and their great product range will probably do well in the longer term.
Altex updated 25/7/2014
Winter list updated 17/7/2014
Summer list updated 9/7/2014 see side-bar