CNBC Stock Blog
- Greek Exit Could Trigger 50% Fall in Euro Stocks: Analyst
- Big Stock Upside for Hudson City Deal: Analyst
- 5 High-Yield Stocks Ready to Boost Dividends
- Option Bulls Take Another Shot on Idenix
- Top 20 European Stocks for Crisis Time: Strategist
- Hewlett-Packard Faces a ‘Dogfight’ for Talent: Analyst
- DuckDuckGo Cooks Google’s Goose: Analyst
- General Electric’s $4.5 Billion Dividend Slated for Buybacks
ABOUT THE CNBC STOCK BLOG
ART CASHIN
RSS FEED
The Six Best American Blue Chip Stocks: Pros
Special to CNBC.com
With small-cap stocks thus far outperforming their large-cap counterparts off the market's lows, is now the time to invest in American blue chip companies?
Brent Wilsey, president of Wilsey Asset Management, and David Katz, chief investment officer of Matrix Asset Advisors, shared their market insights with CNBC.
Wilsey said investors are focusing too much on the negativity in the markets, and should instead take a long-term approach. He said blue chip companies are in the "best place they've been in a long time," and predicts their growth will continue until 2014.
"They've got high cash flow, low debt [and] low inventory," he said.
Katz said that large caps—relative to small caps—are the most attractive they've been in 30 years, adding there are strong businesses selling at 12 to 13 times their earnings and carrying low risk.
"We think that's going to be the place that rallies best over the next 12 to 18 months," he said.
Wilsey Likes:
Microsoft [MSFT
Loading...
()
]
Motorola [MOT
Loading...
()
] — The company has $8.4 billion in cash and could possibly be bought up, Wilsey says.
Katz Likes:
Cisco [CSCO
Loading...
()
]
ConocoPhillips [COP
Loading...
()
]
Coca-Cola [KO
Loading...
()
]
Dell —"Easily the stock can be 50 to 75 percent higher," Katz said.
______________________________
Read Opposing Views:
______________________________
What They Said Last Time:
______________________________
CNBC Data Pages:
______________________________
CNBC Slideshows:
___________________________
______________________________
Disclosures:
Disclosure information was not available for Wilsey, Katz or their companies.












