W H Smith - 7% yield + modest capital appreciation = 25% within a year

"Although the full results for the Christmas period are not yet available,
we now expect that a combination of disappointing sales and margin pressure will
result in a material profit shortfall against current market expectations," the
company said in a trading statement.
It added that it will have to take a charge to clear surplus stock, which
will hit operating profits.
"In addition, a full operational and financial review of the business is
underway which will necessitate a further stock clearance with a consequent
material write down. This will be taken by way of an exceptional operating
charge in the current year."