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After last week's 500+-point tumble in the Dow Jones Industrials, Dan Genter of RNC Genter Capital Management and Jill Evans of Alpine Funds say a company's dividends deserve as much attention as, if not more than, its total return.
"It's really becoming the weapon of choice right now," Genter told CNBC. "What you're seeing is that there's been a significant re-assessment of risk by investors, and clearly, they want to reduce their risk, and reduce the volatility."
(See Part 1 for Dan Genter's Picks)
Evans pinpoints several different themes in the dividend picture.
"[One is] the global growth theme, and we look for regions and areas where we see the global growth continuing," she said. "We...look domestically for growth stories and cash-flow stories that are not...necessarily tied to economic growth, for example, in some of the niche health-care names."
Recommendations:
"One of our favorites is a Russian telecom company called Mobile Telesystems [MBT
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]," Evans said. "They are the largest mobile telecommunications provider in Russia and eastern Europe...you get about a 3.5 percent dividend yield; they're committed to returning cash to shareholders."
She also likes Southern Peru Copper [PCU
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] and Meridian Bioscience [VIVO
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].
Disclosures:
Genter and his family own shares of Taiwan Semiconductor, Microchip Technology, Eastman Chemical, Johnson & Johnson, JPMorgan Chase, US Bancorp, Enerplus, Legget & Platt and VF Corporation.
Evans and her family own shares of Mobile Telesystems, Southern Peru Copper, and Meridian Bioscience, and her firm owns more than one per cent of Meridian Bioscience.
Data is a real-time snapshot *Data is delayed at least 15 minutes