GO
Loading...

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."

  Price   Change %Change
S&P 500
---

Featured

Contact Fast Money

  • Showtimes

    Halftime Report - Weekdays 12p ET
    Fast Money - Weekdays 5p ET
  • Melissa Lee is the host of CNBC's “Fast Money” and “Options Action.”

  • Scott Wapner is host of the "Fast Money Halftime Report," which airs weekdays from 12 p.m. to 1 p.m. ET.

  • Guy Adami is a contributor on CNBC's "Fast Money." He also is managing director of stockMONSTER.com.

  • Najarian, the "Pit Boss," is cofounder of optionMONSTER.com, a news site for options traders.

  • Finerman is president of Metropolitan Capital Advisors, Inc., a company she co-founded.

  • Founder of EmergingMoney.com

  • Chief Market Strategist for Virtus Investment Partners & CNBC Contributor

Halftime Report