- Dollar is Not Plunging—So 'Calm Down': Market Strategist
- Strategists Say Markets Have More Upside — But How Much?
- 10 Stock Picks for This 'Gradual Recovery'
- Recovery's Real Shape? Not a W: Stock Picker
- Market Direction into 2010 Depends on This: Analysts
- Prep Your Portfolio for Next Week: Stock Pickers
- Art Cashin: Why Markets Face 'Enormous' 1-Day Swings
- India or China: Which Is the Better Place to Invest?
- What Traders Expect From This Bank Stock
- Gold Is a Bad Inflation Hedge—Like Oil: Stock Picker
MOST SHARED
- Seeking Innovation in Health Care
- Cramer: 5 Earnings Reports to Watch Next Week
- Downturn is Prime Time for Airport Infrastructure Projects
- Driving Health Care Innovation
- Next Week’s Top IPO
- Hedge Fund Billionaire Paulson Reports New Citi Stake
- Has Twitter's Finest Hours (Seconds) Come and Gone?
- Gold Rises, Nears Record High as Dollar Drops
- Microsoft's Bill Gates Praises Apple's Steve Jobs For 'Saving the Company'
- Warren Buffett and Bill Gates: Keeping America Great
- Dollar is Not Plunging—So 'Calm Down': Market Strategist
- Strategists Say Markets Have More Upside — But How Much?
- Hirschhorn: Risk-Averse Traders
- Roginsky: A Funny Thing Happened on the Way to Financial Reform
- This Year's Biggest Thanksgiving Leftover: Cash
- TV Series Inks Unique Deal For Fight
- First Time Buyers Rescue Housing: Realtors
- Dollar General Trades Higher After Its IPO
- Fed Reform? Not So Fast.
- Oil Next Week: What Traders Will Be Watching
- Hedge Fund Billionaire Paulson Reports New Citi Stake
- Cramer: 5 Earnings Reports to Watch Next Week
- Court Rejects 'Clawbacks' for Alleged Stanford Victims
- Tax Credit Sparking First-Time Home Sales: Realtors
- Investors Cut Back US Stocks for Bigger Growth Abroad
- Cities With the Most Home Price Reductions
- White House Plans to Freeze Spending to Cut Deficit
- This Year's Biggest Thanksgiving Leftover: Cash
- Oil Next Week: What Traders Will Be Watching
RSS FEED
CNBC Stock Blog
Text Size 
The unemployment rate is at 7.2 percent, that's just for openers, and investors should plan accordingly, according to Michael Yoshikami of YCMNET Advisors. He feels portfolios should be built on shares of companies with safe dividend returns, because those waiting for growth are going to wait a long time.
"It's going to be tough on earnings, and, in the end, dividends are going to matter," Yoshikami told CNBC.
Recommendations:
"If you have companies that have good, quality earnings, with CEOs that have come out and reaffirmed dividends, companies like Vodafone [VOD
Loading...
()
], companies like US Bancorp [USB
Loading...
()
], that are paying good, solid dividend rates with some upside appreciation, that's how I think you need to position for the portfolio," he said.
As to reassurances from General Electric [GE
Loading...
()
] CEO Jeff Immelt that GE's dividend is safe through 2009, Yoshikami doesn't think that's quite enough.
"It doesn't mean that GE, in the end, won't be OK, but I don't think you buy it for that dividend play," he said.
Disclosures:
General Electric is the parent company of CNBC.com.
Data is a real-time snapshot *Data is delayed at least 15 minutes