LONDON -- June was a relatively good month for the FTSE 100, as it regained some of its past fall. From a level of 5,321 at the end of May, it finished June 250 points ahead on 5,571 for a 4.7% gain.

Here we look at some of June's stock market stars. As usual with these monthly reviews, we're not necessarily interested in the biggest percentage gainers; we're trying to find companies that still seem a decent value and could build on June's gains in the months and years to come.

Persimmon
Housebuilder Persimmon (LSE: PSN.L) had a very nice June, seeing its share price rise from 568 pence at the end of May to 609 pence last Friday for a 7% gain. And it's up further today -- another 2.6% to 625 pence at the time of writing.

The reason is the general turnaround in sentiment toward the homebuilding sector, which has seemed undervalued to me for some time. Current forecasts for Persimmon suggest more than 20% earnings-per-share growth for the year to December 2012, with 16% next year.

The shares are on a forward price-to-earnings ratio of less than 12 for 2013, which doesn't appear stretching, so this could be just the start.

If you'd prefer others in the sector, Barratt Developments gained 16% in June to 140 pence, Bovis Homes rose 14% to 471 pence, and Redrow put on 11% to 121 pence.

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Dixons
Dixons Retail (LSE: DXNS.L) had a good month, too, with a nice boost of 4.1 pence to finish June up 30% to 18.3 pence. Better-than-expected results on June 21 removed a little of the high-street gloom from the shares. Sure, the gain only reversed the previous month's losses, but it looks like the retail recovery could finally be bearing fruit.

Home Retail, the owner of Homebase and Argos, also had a healthy June after releasing an upbeat interim statement on the 19th. It finished the month up 8% to 84 pence.

And although Marks & Spencer had a down month, falling 2% to 325 pence, Debenhams climbed 12% to 86.5 pence, so the recovery might be on -- and Dixons could be a big part of it.

TalkTalk
After a prolonged stagnation, telecom provider TalkTalk jumped 38 pence to 191 pence during June for a whopping 25% gain.

TalkTalk got a strong boost in May after releasing good results, which allowed it to raise its dividend by 20% and announce a plan to increase it by at last 15% per year for the next two years, putting it alongside others, such as BT, that are targeting dividend growth.

TalkTalk's cheap broadband offering is also picking up customers as it aggressively competes with BT and Virgin Media.

Provident Financial
Shares in Provident Financial (LSE: PFG.L) -- which offers insurance, credit, and other financial services to people considered suboptimal by the high-street banks -- are up more than 20% in the past year, rising by 11% in June alone to reach 1,215 pence.

It's clearly a profitable business, and forecasts for the next two years are good. Estimates of EPS growth are modest, but there's a 6.25% dividend yield forecast for December this year, rising to 6.7% next year. Past growth aside, the divided alone could still make it a profitable investment.

Rightmove
If you had bought Rightmove (LSE: RMV.L) shares at the start of 2009, you'd be sitting on an eight-bagger today after they climbed from less than 200 pence to their current price of 1,607 pence.

June growth was a bit more modest -- an 8.6% climb to 1,592 pence -- but still nice. And sentiment for the online estate agent is pretty positive, despite the shares being on a lofty forward P/E of 28 for this year, falling to 24 based on 2013 forecasts.

But it's clearly a geared play on the housing market, and when it gets moving again, as homebuilder progress seems to indicate, there could be a big boost to business for Rightmove, though it could still be a couple of years away.

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