July Dividend Stocks Watch List

Dividend Stocks Watch List - July 2015

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 plcRORFTSE-250
Unilever plcULVRFTSE-100
Diageo plcDGEFTSE-100
Spectris Group plcSXSFTSE-250
PZ Cussons plcPZCFTSE-250
Cranswick plcCWKFTSE-250
Spirax-Sarco Engineering plcSPXFTSE-250
Young & Co’s Brewery plcYNGAAIM-100

10-24 Year of increasing dividends:

Hunting PLCHTGFTSE-250
Amlin plcAMLFTSE-250
Chesnara plcCSNFTSE-A/S
Carillion plcCLLNFTSE-250
National Grid plcNG.FTSE-100
Centrica plcCNAFTSE-100
Vodafone Group plcVODFTSE-100
ITE Group plcITEFTSE-A/S
Brown (N) Group PLCBWNGFTSE-250
Paypoint plcPAYFTSE-250
RPS Group plcRPSFTSE-250
Highcroft Investments plcHCFTFTSE-FL
Bloomsbury Publishing plcBMYFTSE-A/S
Interserve plcIRVFTSE-250
RWS HOLDINGSRWSAIM-100
Sky plcSKYFTSE-100
Beazley plcBEZFTSE-250
James Fisher and Sons plcFSJFTSE-250
Hill & Smith Holdings PLCHILSFTSE-A/S
WPP plcWPPFTSE-100
Mears Group plcMERFTSE-A/S
Compass Group plcCPGFTSE-100
Atkins (WS) plcATKFTSE-250
Treatt plcTETFTSE-FL
Croda International plcCRDAFTSE-250
Victrex plcVCTFTSE-250
Prudential plcPRUFTSE-100
Burberry Group plcBRBYFTSE-100
Intertek Group plcITRKFTSE-100
Next plcNXTFTSE-100
A.G. BARR plcBAGFTSE-250
Aggreko plcAGKFTSE-250
JD Sports Fashion plcJD.FTSE-250
BG Group plcBG.FTSE-100
BROOKS MACDONALDBRKAIM-100
Dewhurst plcDWHTNone
Dechra Pharmaceuticals plcDPHFTSE-250
Derwent LondonDLNFTSE-250
First Derivatives plcFDPAIM-100
Shire Pharmaceuticals Group plcSHPFTSE-100

 

7+ Years of increasing dividends:

HARGREAVES SERVICHSPAIM-100
Aberdeen Asset Management plcADNFTSE-100
Standard Life plcSL.FTSE-100
IG Group Holdings plcIGGFTSE-250
CONCURRENT TECH.CNCAIM-A/S
Novae Group PLCNVAFTSE-A/S
CareTech Holdings plcCTHAIM-A/S
NORTHBRIDGE IND SNBIAIM-A/S
Hilton Food Group PLCHFGFTSE-A/S
International Personal Finance plcIPFFTSE-250
Hiscox LtdHSXFTSE-250
Computacenter PLCCCCFTSE-250
Dunelm Group plcDNLMFTSE-250
Booker Group PLCBOKFTSE-250
CRANEWARECRWAIM-100
WYNNSTAY GROUPWYNAIM-A/S
MATTIOLI WOODSMTWAIM-A/S
Ashtead Group plcAHTFTSE-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!

4 Comments

    1. 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…

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