Yield Plays? 10 Beefy stocks to chew over

Monday, Jun 27 2011 by
6
Yield Plays 10 Beefy stocks to chew over

The companies in this month's shortlist are sorted and selected based on their growth, both past and estimated future, as well as their current dividend and earnings yields. They all have steady histories over the past decade and I'd go so far as to describe them as good companies at good prices.

Generally I start at the top of this list and if I find something that fits my criteria I'll buy it, assuming I have any cash to deploy. Otherwise it's still worth reviewing a company or two in greater depth just in case some cash magically appears (I wish!), since most of the leg work will have already been done.

Company Index Industry Rolling PE Dividend(%)
Astrazeneca (LON:AZN) FTSE100 PHARMACEUTICALS 7.2 5.4
JD Sports Fashion (LON:JD.) FTSE250 APPAREL RETAILERS 7.7 2.7
Chemring (LON:CHG)  FTSE250 DEFENCE 11.6 2.7
BAE Systems (LON:BA.) FTSE100 DEFENCE 7.6 5.8
Clarkson (LON:CKN) SMALLCAP TRANSPORTATION SERVICES 10.2 4.0
Reckitt Benckiser (LON:RB.) FTSE100 NONDURABLE HOUSEHOLD PRODUCTS 14.4 3.5
Balfour Beatty (LON:BBY) FTSE250 HEAVY CONSTRUCTION 8.5 4.4
Interserve (LON:IRV) SMALLCAP BUSINESS SUPPORT SERVICES 7.6 6.0
Mitie (LON:MTO)  FTSE250 BUSINESS SUPPORT SERVICES 10.9 3.8
Carillion (LON:CLLN) FTSE250 BUSINESS SUPPORT SERVICES 9.0 4.4

 

I'm pretty sure that out of this list of companies there's something that I'd be happy to put into my pension fund, in fact I already own four of them.  I'm looking for something where I'd be happy to go to sleep for five years and trust that the investment has one hell of a good change of returning a fair profit in that time.  Or in the words of a rather clever chap,

"Only buy something that you'd be perfectly happy to hold if the market shut down for ten years" – Warren Buffett

That might be a bit of…

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Disclaimer:  

This article is for information and discussion purposes only and nothing in it should be construed as a recommendation to invest or otherwise. The value of an investment may fall and an investor may lose all their money. Any investments referred to in this article may not be suitable for all investors.  Investors should always seek advice from a qualified investment adviser.


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Chemring Group PLC is a United Kingdom-based company that develops and manufactures protection solutions for defense and security markets. The Company operates through three segments: Countermeasures, which is engaged in the development and manufacture of expendable countermeasures for air, sea and land platforms, and land-based electronic warfare equipment; Sensors & Electronics, which is engaged in the development and manufacture of improvised explosive device (IED) detection equipment, chemical and biological threat detection equipment, IED electronic countermeasures, network protection technologies and explosive ordnance disposal equipment, and Energetic Systems, which is engaged in the development, procurement and manufacture of signals and illumination devices and payloads, cartridge/propellant actuated devices, pyrotechnic devices for satellite launch and deployment, missile and ammunition components, warheads, fuses, separation sub-systems, actuators and energetic materials. more »

LSE Price
143.25p
Change
1.6%
Mkt Cap (£m)
393.7
P/E (fwd)
13.1
Yield (fwd)
2.2

Mitie Group plc is a holding company. The Company is engaged in providing management services. The Company focuses on providing strategic outsourcing services. It operates through the segments, including Soft FM, Hard FM, Property Management and Healthcare. Its Soft FM segment includes cleaning and environmental services, security, catering and front of house services. Its Hard FM segment includes a range of technical, building maintenance and energy services. Its Property management segment provides repair and maintenance services in the social housing market. Its Healthcare segment provides care at home for people who need help and support due to illness, infirmity or disability. In addition, Healthcare segment also provides nurse-led complex care solutions in the home. Its services include catering, cleaning services, compliance services, custodial services, data center services, document management, electrical inspection and testing, and insurance claims management and repairs. more »

LSE Price
270.4p
Change
0.1%
Mkt Cap (£m)
953.5
P/E (fwd)
10.6
Yield (fwd)
4.8

Carillion plc is an integrated support services company. The Company has a portfolio of Public Private Partnership projects and construction capabilities. It operates through four business segments: Support services, Public Private Partnership projects, Middle East construction services and Construction services. The Support Services segment includes its facilities management, facilities services, energy services, rail services, utility services, road maintenance and consultancy businesses. The Public Private Partnership projects segment includes the financial returns generated by investments it makes in Public Private Partnership (PPP) projects, including those from the sale of equity investments. The Middle East construction services segment includes its building and civil engineering activities in Middle East and North Africa. The Construction services segment includes its United Kingdom building, civil engineering, developments businesses and its construction activities in Canada. more »

LSE Price
260.2p
Change
-4.4%
Mkt Cap (£m)
1,171
P/E (fwd)
7.8
Yield (fwd)
7.1



  Is Chemring fundamentally strong or weak? Find out More »


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About UK Value Investor

UK Value Investor

My name is John Kingham and I'm the editor of UK Value Investor, an investment newsletter for defensive and income-focused value investors. That means I write about buying large, successful companies with long track records of profitable dividend growth, and buying their shares at low valuations and with high yields. My website includes a unique stock screen and a model portfolio which is managed using a checklist-based investment strategy.  The goal of the strategy is to produce a portfolio which combines a high yield and good capital growth with low risk, and which is easy to maintain in just a few hours each month. more »

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