Stock Picks: Paddy Power, Mondi, H&R Block and Cisco: Expert

12:00 PM ET Fri, 21 Sept 2012

Alex Gunz, fund manager at Heptagon Capital, tells CNBC why he recommends investing in paper products group Mondi, online gaming company Paddy Power, America tax preparation company H&R Block and Cisco, the world's biggest maker of computer-networking equipment.