Briefly mention that we had a positive IMS from Provident Financial Group (PFG) so they still seem worth holding. While during my rummaging around I came up with a few interesting looking situation in some stocks I have written on in the past.
These included XP Power (XPP) which despite an decent IMS recently now looks interesting, although perhaps the business could be vulnerable to a slow down hitting their orders? However, they do tend to be on longer term programmes so I think they should be OK on around 13x with a 4%+ yield. The shares look oversold in the short term so could be one to watch if the market should come back again or if it can regain its poise.
If you wanted something a bit more defensive then you could do worse than look at Britvic (BVIC) which has also come back with the market and now sells on a reasonable looking 13x and 3.7% yield to September 2015 with this year's juicy final dividend to come in the near future which should itself offer a yield of around 2.2%. Technically, for what that's worth, the shares are over sold on RSI and there has been some positive divergence (see RSI link for explanation) on this as the shares fell recently (a positive sign) and I note that the gaps on the chart from earlier this year and late last year has now closed, as they often do, so I like the look of these down here.