Hi Everyone,
Welcome to the July There’s Value dividend stocks watch list. I have decided to change the format a little from the way I used to do our watch lists; instead of listing the stocks by FTSE 100 and FTSE 250 membership, I have decided to list them in descending order of years of increasing dividends. I have also switched where my data is coming from, as I no longer receive monthly spreadsheets from someone, but am using Trevor’s excellent resource over at DividendChampions.uk – because he is doing an excellent job and I think we should support him, so do check out his website which is fab.
One of the great things about Trevor’s site, is that he does not limit his research to the FTSE350, but also includes the wider market and the AIM market. I know this is not always to everyone’s investing tastes, but the AIM market actually has several older companies and well known names (such as Burberry) who have chosen to list on it, rather than on the main markets – so perhaps we should not rule out everything outside of the FTSE 350?
I am however, still filtering the data according to some of my “There’s Value investing rules” which, for example, excludes companies with a PE of >25 and a dividend cover of <1.2 (this used to be 1.5 but I lowered it because infrastructure and Investment Trusts tend to often have less dividend cover, but in a non-worrying way). I have not excluded companies with low dividend % payouts, as I know some of you would buy them for their growth potential, whereas for me, I tend to lean towards an average of 4%, but between 2.75 and 5.5% as a general area to aim for.
As always, please do your own research and treat this as just a place to get potential ideas to look into further. I am not recommending that you invest in any of these companies!
25+ years of increasing dividends:
Rotork plc | ROR | FTSE-250 |
Unilever plc | ULVR | FTSE-100 |
Diageo plc | DGE | FTSE-100 |
Spectris Group plc | SXS | FTSE-250 |
PZ Cussons plc | PZC | FTSE-250 |
Cranswick plc | CWK | FTSE-250 |
Spirax-Sarco Engineering plc | SPX | FTSE-250 |
Young & Co’s Brewery plc | YNGA | AIM-100 |
10-24 Year of increasing dividends:
Hunting PLC | HTG | FTSE-250 |
Amlin plc | AML | FTSE-250 |
Chesnara plc | CSN | FTSE-A/S |
Carillion plc | CLLN | FTSE-250 |
National Grid plc | NG. | FTSE-100 |
Centrica plc | CNA | FTSE-100 |
Vodafone Group plc | VOD | FTSE-100 |
ITE Group plc | ITE | FTSE-A/S |
Brown (N) Group PLC | BWNG | FTSE-250 |
Paypoint plc | PAY | FTSE-250 |
RPS Group plc | RPS | FTSE-250 |
Highcroft Investments plc | HCFT | FTSE-FL |
Bloomsbury Publishing plc | BMY | FTSE-A/S |
Interserve plc | IRV | FTSE-250 |
RWS HOLDINGS | RWS | AIM-100 |
Sky plc | SKY | FTSE-100 |
Beazley plc | BEZ | FTSE-250 |
James Fisher and Sons plc | FSJ | FTSE-250 |
Hill & Smith Holdings PLC | HILS | FTSE-A/S |
WPP plc | WPP | FTSE-100 |
Mears Group plc | MER | FTSE-A/S |
Compass Group plc | CPG | FTSE-100 |
Atkins (WS) plc | ATK | FTSE-250 |
Treatt plc | TET | FTSE-FL |
Croda International plc | CRDA | FTSE-250 |
Victrex plc | VCT | FTSE-250 |
Prudential plc | PRU | FTSE-100 |
Burberry Group plc | BRBY | FTSE-100 |
Intertek Group plc | ITRK | FTSE-100 |
Next plc | NXT | FTSE-100 |
A.G. BARR plc | BAG | FTSE-250 |
Aggreko plc | AGK | FTSE-250 |
JD Sports Fashion plc | JD. | FTSE-250 |
BG Group plc | BG. | FTSE-100 |
BROOKS MACDONALD | BRK | AIM-100 |
Dewhurst plc | DWHT | None |
Dechra Pharmaceuticals plc | DPH | FTSE-250 |
Derwent London | DLN | FTSE-250 |
First Derivatives plc | FDP | AIM-100 |
Shire Pharmaceuticals Group plc | SHP | FTSE-100 |
7+ Years of increasing dividends:
HARGREAVES SERVIC | HSP | AIM-100 |
Aberdeen Asset Management plc | ADN | FTSE-100 |
Standard Life plc | SL. | FTSE-100 |
IG Group Holdings plc | IGG | FTSE-250 |
CONCURRENT TECH. | CNC | AIM-A/S |
Novae Group PLC | NVA | FTSE-A/S |
CareTech Holdings plc | CTH | AIM-A/S |
NORTHBRIDGE IND S | NBI | AIM-A/S |
Hilton Food Group PLC | HFG | FTSE-A/S |
International Personal Finance plc | IPF | FTSE-250 |
Hiscox Ltd | HSX | FTSE-250 |
Computacenter PLC | CCC | FTSE-250 |
Dunelm Group plc | DNLM | FTSE-250 |
Booker Group PLC | BOK | FTSE-250 |
CRANEWARE | CRW | AIM-100 |
WYNNSTAY GROUP | WYN | AIM-A/S |
MATTIOLI WOODS | MTW | AIM-A/S |
Ashtead Group plc | AHT | FTSE-100 |
So, what do you think of the list? Are there any surprises there, or companies which you would have expected to be there but aren’t? Do you have a completely different way of finding companies to invest in? What’s on your July watch list? Let me know, leave a comment below!
Great list M, many of which are on my own short list.
Still deciding on which one to go for, for my August investment – am veering towards Rotork I think.
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Interesting, Rotork has never appeared on my own lists before, but sends to crop up a lot on other sites’ watch lists. I’m yet to investigate it further…
I like the new format and good to see the best stocks to consider investing in. Thanks, Tony
Glad u like it x