BP's first quarter results beat analysts' expectations by 35 per cent driven by strong trading, lower costs and production of higher-margin barrels.Production will be a major driver of future growth, according to The Sunday Telegraph's Questor. Total oil production is forecast to rise more strongly from 2014 as new developments come on stream.Its acquisition of Russian oil company Rosneft is also expected to boost BP's results in a similar way to the TNK-BP link-up. "Russia is the world's largest producer of - and has the largest reserves of - oil and gas combined and Rosneft is now the world's largest listed oil company in terms of production. This actually offers the chance of significant growth in new territories, so if management can make it work it could be a very valuable deal," Questor said. The shares are trading on a earnings multiple of 8.6 falling to 7.8 and yielding 4.9%. Questor reiterated its 'hold' rating, preferring Royal Dutch Shell with its 5.1% yield.Direct Line reported a slightly weak first quarter update, reflecting competition in the motor insurance market.The company says it will continue to target profitability at the expense of volume which caused gross written premium from its ongoing operations to fall 4.5% in the first quarter. The combined operating ratio (COR) was 98%, an improvement of 6.5 percentage points from last year.Questor recommended a 'buy' rating with a small purchase on flotation because of the high yield. The company plans to pay out about 12p this year as a dividend, representing a prospective yield of 6.2%.Tyman, which makes seals, locks and other parts for doors and windows in the UK and America, looks set to benefit from signs of economic improvement in the US.The group last week announced the £130m acquisition of Truth Hardware, a Minnesota-based business which sells door and window products.The deal is a bold but clever move by Tyman and the shares, at 207p, should prove a rewarding long-term investment, according to The Financial Mail on Sunday's Midas column. Brokers expect Truth to boost Tyman's results from this year, forecasting profits of £30m for 2013 and £40?m for 2014, against £24?m and £26?m before the deal was announced. Midas issued a 'buy' rating.Please note: Digital Look provides a round-up of news, tips and information that is impacting share prices and the market. Digital Look cannot take any responsibility for information provided by third parties. This is for your general information only as not intended to be relied upon by users in making an investment decision or any other decision. Please obtain a copy of the relevant publication and carry out your own research before considering acting on any of this information.A look at the shares the top newspaper pundits are picking.RD