It’s been a while since I last did a UK dividend stocks watch list update (a whole quarter pretty much!). With all the recent volatility in August and September, and all the personal activity over the summer, I just didn’t feel it was worth doing updates for a while. Plus, we’ve been concentrating on curbing our grocery spending through a self-imposed ‘cut your grocery bill in half‘ challenge (the results were EPIC). So in the meantime, recent months’ trading activity has been just been adding to existing positions where the volatility allowed me to average down on some core holdings such as Royal Dutch Shell (LON:RDSB).
October 2015 UK Dividend Stocks Watch List
So without further ado, here are the stocks that fulfilled our criteria (a PE of 7-25, yield of 2.5%+, 7+ years’ of dividend growth, dividend cover of 1.5+)
| Company Name | Ticker Symbol | Index | Sector | No. Yrs | Price (pence) | Div Yield % | P/E | Dividend Cover |
| Hunting PLC | HTG | FTSE-250 | Oil Equipment & Services | 11 | 407.10 | 6.61 | 8.7 | 1.7 |
| Carillion plc | CLLN | FTSE-250 | Support Services | 17 | 300.90 | 5.93 | 10.7 | 1.6 |
| Vodafone Group plc | VOD | FTSE-100 | Mobile Telecommunications | 20 | 206.15 | 5.44 | 9.5 | 1.9 |
| ITE Group plc | ITE | FTSE-A/S | Media | 13 | 144.00 | 5.14 | 10.4 | 1.9 |
| Sainsbury (J) plc | SBRY | FTSE-100 | Food & Drug Retailers | 9 | 259.30 | 5.09 | – | – |
| Amlin plc | AML | FTSE-250 | Nonlife Insurance | 13 | 657.00 | 4.16 | 13.9 | 1.7 |
| RPS Group plc | RPS | FTSE-250 | Support Services | 14 | 223.00 | 4.07 | 14.7 | 1.7 |
| Paypoint plc | PAY | FTSE-250 | Support Services | 10 | 1,018.00 | 3.78 | 17.7 | 1.5 |
| Bloomsbury Publishing plc | BMY | FTSE-A/S | Media | 15 | 169.88 | 3.45 | 14.2 | 2.0 |
| CareTech Holdings plc | CTH | AIM-A/S | Health Care Equipment & Services | 7 | 244.00 | 3.28 | 10.2 | 3.0 |
| Unilever plc | ULVR | FTSE-100 | Food Producers | 26 | 2,702.00 | 3.23 | 14.8 | 2.1 |
| Diageo plc | DGE | FTSE-100 | Beverages | 27 | 1,782.50 | 3.16 | 18.8 | 1.7 |
| International Personal Finance plc | IPF | FTSE-250 | Financial Services | 9 | 394.60 | 3.14 | 13.1 | 2.4 |
| Sky plc | SKY | FTSE-100 | Media | 12 | 1,045.00 | 3.14 | 9.0 | 3.5 |
| WPP plc | WPP | FTSE-100 | Media | 23 | 1,375.00 | 3.09 | 16.7 | 1.9 |
| Novae Group PLC | NVA | FTSE-A/S | Nonlife Insurance | 7 | 861.50 | 2.96 | 10.9 | 3.1 |
| Hilton Food Group PLC | HFG | FTSE-A/S | Food Producers | 7 | 465.00 | 2.92 | 18.6 | 1.8 |
| NEXT FIFTEEN COM | NFC | AIM-A/S | Media | 8 | 191.00 | 2.88 | – | – |
| Spectris Group plc | SXS | FTSE-250 | Electronic & Electrical Equipment | 26 | 1,696.00 | 2.82 | 14.9 | 2.4 |
| Aggreko plc | AGK | FTSE-250 | Support Services | 17 | 963.50 | 2.81 | 11.7 | 3.0 |
| Kingfisher plc | KGF | FTSE-100 | General Retailers | 7 | 361.00 | 2.78 | 14.9 | 2.4 |
We already own several of these stocks in one or more of our portfolios, but there are a few that catch my eye. However, I am not a financial advisor, so don’t take my word for it! DYOR (do your own research) as will I into each of these. Diageo, RPS, and ITE are catching my eye right now… time to get researching!
What do you think about these stocks? Do any of them catch your eye, or are any of them on YOUR dividend stocks watch list? Let me know, leave a comment below.
I’d love to buy more VOD, and ULVR. Been looking at DGE for a while now but haven’t pulled the trigger. I like DGE’s business sector for sure.
Tawcan recently posted…The endless chase
I know how you feel… I’ve had Diageo on my wish list for the longest time… I just keep seeing things with a slightly higher yield or a better overall valuation that took my capital instead. I do wonder if I made a mistake? Should I have bought Diageo after all the recent volatility?
Great list M, I’ve missed these updates but like you say, bit pointless with the markets all over the place.
Amlin will shortly be sold off, with existing shareholders likely to receive £6.70 per share. As I wait for the sale (and to receive my funds), I’m likely to open a position with a similar company later this month, namely Lancashire Holdings, which I’ve been watching for a while.
Not sure what I’ll do when I get my Amlin funds – likely to top up one of my investment trusts I think.
weenie recently posted…Monkey Stocks League Challenge – The Full Line Up
Yes, I’ve been thinking about an alternative to Amlin also. The speciality insurers keep getting bought out; there are only a few left!
As I mentioned to Mati, I’m currently making a list of investment trusts to investigate further… I’d love to get one with a great record, which didn’t have tobacco in its to ten holdings, and which pays quarterly (ideally with a high yield too)…
Perhaps you could look at Alliance Trust, Foreign & Colonial IT and Brunner (all on my list to consider investing in). All pay quarterly and I don’t think they have tobacco in their Top 10 holdings (ofc, DYOR in case I’ve missed one!). Finsbury Growth & Income Trust are the same but don’t pay quarterly.
weenie recently posted…Monkey Stocks League Challenge – The Full Line Up
Thanks Weenie. I had Brunner and Finsbury on my list, even though the latter doesn’t quite cut it due to non-quarterly, but it looked good anyway. Alliance trust looks like a contender, but the yield is less than 2%
I think Foreign & Colonial could be quite interesting, but again the yield is not that great at just over 2%, however their dividend history is excellent – 44 years of rising dividends can’t be bad!
Cheers
Hi, one more time i must say excellent blog.
Regarding UK dividend growth stocks, what do you think about UK’s investment trusts ? In the past you referred to this : http://www.telegraph.co.uk/finance/personalfinance/investing/shares/10370683/Shares-with-the-longest-record-of-rising-dividends.html
I see some of them are paying divs before the second world.
Hi Mati, thanks again. I’m really attracted to investment trusts, as there are some excellent choices out there. In fact, I’ve started compiling a list to research further…
One of the problems is that many of them have large holdings in tobacco companies, which I don’t like to invest in. However, I think there are plenty of excellent, long-term dividend payers amongst investment trusts. As you mentioned, some have records stretching back to before the second world war!
Need to do further research though…
Some names that are unfamiliar to me, but interesting to see whats out there.
Happy investing
R2R
Roadmap2Retire recently posted…Southern Company – Rising Infrastructure Assets But Look Out For Some Challenging Quarters
Ciao TV,
DGE is something that I’d love to add, I have been very close to buying stocks there this month… VOD and CLLN have seen 1 rund of repurchases before the recent recover, I think that they are solid stocks and I am happy holding them. Don’t know many of the other names, but you gave me an input to do more research, thanks and ciao!
Stal
Yes I like CLLN too, it’s an existing holding I’ve been looking at adding to. DGE for some reason I’ve never opened a position on, I guess there were always too many other opportunities knocking!
Good luck with your research
Cheers