October Dividend Stocks Watch List

Dividend Stocks Watch List

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 NameTicker Symbol IndexSector No. YrsPrice (pence)Div Yield %P/EDividend Cover
Hunting PLCHTGFTSE-250Oil Equipment & Services11407.106.618.71.7
Carillion plcCLLNFTSE-250Support Services17300.905.9310.71.6
Vodafone Group plcVODFTSE-100Mobile Telecommunications20206.155.449.51.9
ITE Group plcITEFTSE-A/SMedia13144.005.1410.41.9
Sainsbury (J) plcSBRYFTSE-100Food & Drug Retailers9259.305.09
Amlin plcAMLFTSE-250Nonlife Insurance13657.004.1613.91.7
RPS Group plcRPSFTSE-250Support Services14223.004.0714.71.7
Paypoint plcPAYFTSE-250Support Services101,018.003.7817.71.5
Bloomsbury Publishing plcBMYFTSE-A/SMedia15169.883.4514.22.0
CareTech Holdings plcCTHAIM-A/SHealth Care Equipment & Services7244.003.2810.23.0
Unilever plcULVRFTSE-100Food Producers262,702.003.2314.82.1
Diageo plcDGEFTSE-100Beverages271,782.503.1618.81.7
International Personal Finance plcIPFFTSE-250Financial Services9394.603.1413.12.4
Sky plcSKYFTSE-100Media121,045.003.149.03.5
WPP plcWPPFTSE-100Media231,375.003.0916.71.9
Novae Group PLCNVAFTSE-A/SNonlife Insurance7861.502.9610.93.1
Hilton Food Group PLCHFGFTSE-A/SFood Producers7465.002.9218.61.8
NEXT FIFTEEN COMNFCAIM-A/SMedia8191.002.88
Spectris Group plcSXSFTSE-250Electronic & Electrical Equipment261,696.002.8214.92.4
Aggreko plcAGKFTSE-250Support Services17963.502.8111.73.0
Kingfisher plcKGFFTSE-100General Retailers7361.002.7814.92.4

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.


 

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11 Comments

    1. 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?

  1. 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 UpMy Profile

    1. 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)…

        1. 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

    1. 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…

  2. 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

    1. 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

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