It was combinations of research (about 10-20 mins per share), I use/like their products and gut feeling.
Domino's pizza - cheap to make and sell exactly the sort of food people buy during a recession instead of going out for a meal.
Severn Trent are my local water company and they have been improving the past few years and its showing in profits.
Cadbury there were rumours of a takeover and everyone needs chocolate right?.
ARM were a pure research buy i remember seeing them being touted around as a buy at the time too.