High yield FTSE 100 stock recommendations?

gadgetmind

Porcupine wrote: »

I've just spotted Vanguard have a FTSE Equity Income tracker - TMF article. Would be interested in opinions...

I hold this and like the way it avoids over-exposure to individual companies and sectors.

The UKDV ETF does similar and USDV is also worth considering now that US companies are catching on to the growing demand for dividends.

If you'll excuse the tickers, my HYP is spread across -
AML ATK AV AZN BA BBY BLND BLT BWNG CLLN CNA CPG DGE GSK HSBA IGG RDSB REL SBRY SSE TT ULVR VOD

It's all been bought at different times, but my main splurge was during August to October last year.

can the companies continue to deliver a rising stream of dividends?

Long-term, yes, short-term, no-one knows.

Ifts

cashbackproblems wrote: »

Am happy to take some risk and less yield for share growth potential so its not about income solely.

Ifts wrote: »

I think this is the way to go, as well as dividend stocks you should also look for growth stocks.

Along with dividend stocks I also have a few stocks that I hang onto for growth.

One is Sports Direct International (SPD)* that I bought in 2010, its has paid no dividend since then but the group has used the money well and expanded its business. Earlier in the year I used up last years CGT allowance and took some profit, but still have 10650 shares @ £1.45 each, today they closed at over £4 each (gain of over ~180%, better than a 10% annual dividend stock). Think I will hold on to these for a while, SPD recently had an analysts visit day to their Shirebrook HQ, and they received positive broker re-ratings in the days/wks following the analysts visit and also with their competitor JJB going into administration. A number of brokers re-rated at +£4, Goldman Sachs has a Conviction Buy - price target £6. With the way SPD stock price is going, they will be knocking on the door of FTSE-100 soon (hopefully!), meaning the tracker funds will be buying into the stock.

Looks like it may be happening soon: https://www.share.com/find-investments/advanced-finder/company-overview/?epic=SPD&csi=215818&action=charts

Sports Direct heads for FTSE 100 - http://www.telegraph.co.uk/finance/newsbysector/epic/spd/10264295/Sports-Direct-heads-for-FTSE-100.html

Sports Direct enters FTSE 100: http://www.bbc.co.uk/news/business-24055849

IronWolf

Some big dividend payers that I know of (and own some of)

Awilco Drilling
Argo Group

Nick_C

Cable & Wireless? (6.3%)
United Utilities? (5.3%)
BP? (5.25%)

Are shares I might buy more of at current prices.

A_Flock_Of_Sheep

My Investments are:

Edinburgh Investment Trust (Major Proportion of Portfolio) Div 3.73%
Unilever - Div 3.09%
Catlin - Div 6.18%
Rexam - Div 3.05%
John Laing Infrastructure Fund - Div 5.07%
United Utilities - Div 4.97%

Associated British Foods - Small Dividend
Hyder Consulting - Small Dividend
EasyJet - Very little dividend
James Fisher & Sons - Very little dividend
iShares FTSE 250 (MIDD) - Small Dividend

I first thought about dividends and yield as being number one priority but as someone said here - it's not all about yield. Some shares and funds give growth which you can later use to buy yielding shares. Slowly slowly catchy monkey!