Top Total-Return Stocks: Marcin

Wednesday, 16 Jan 2013 | 6:05 PM ET
Top 5 Total-Return Stocks for 2013: Marcin
In the hunt for total return, Barbara Marcin of GAMCO Investors reveals her top stock picks.

In the hunt for total return this year, Barbara Marcin of GAMCO Investors revealed her top stock picks.

A strong cash component and healthy dividends led Marcin, GAMCO's Gabelli Dividend Growth Fund portfolio manager, toward five stocks:

  • JPMorgan
  • BlackRock
  • International Paper
  • Diaego
  • Pfizer

Amid a broader stock market with "mediocre valuation," Marcin explained on CNBC's "Fast Money" that she liked a company such as International Paper for its sale of underperforming assets, reinvesting the cash in a mix of dividends and acquisitions and issue a 3 percent dividend yield – with a stock price at 11 times earnings.

"I'm really looking for total return, and so really that's directed me toward stocks that can grow their earnings and cash longer-term but that also pay a good current return," she said.

"I think they're all good total return for the next couple of years — as we wait out the 'fiscal cliff' issues and the negotiations."

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