4 Winning Dividend Stock Plays: Chief Investor

Stocks were mixed Wednesday, following a mixed batch of earnings reports. Doug MacKay, president and chief investment officer of Broadleaf Partners, and Mike Holland, chairman of Holland & Company, discussed their best plays.

“I think stocks over bonds make complete sense,” Holland told CNBC.

“We’ve got a disconnect in the markets between fixed income and equities.”

Holland suggested looking overseas, such as at Germany, China, Taiwan or Brazil, for profits.

In the meantime, MacKay said he likes the dividend stocks. (Scroll to see his stock picks.)

“I don’t think we’re going to have a double dip,” he said. “I still think innovators make a lot of sense—and industrials.”

MacKay Likes:

ConocoPhillips

JM Smucker

HJ Heinz

McDonald’s

______________________________
Scorecard—What They Said:

• Holland's Previous Appearance on CNBC (Jul. 29, 2010)
• MacKay's Previous Appearance on CNBC (Apr. 28, 2010)

______________________________
Market Views—Across the Board:

• Find 'Real Blue Chip Value' Here: Portfolio Manager
• Art Cashin: Refi Spike Creating 'Bullish Buzz'
• There's a 'Lot of Opportunity' in Stocks: Fund Strategist

______________________________
CNBC Data Pages:

• Dow 30 Stocks—In Real Time
• Oil, Gold, Natural Gas Prices Now
• Where's the US Dollar Today?

______________________________
CNBC Slideshows:

• Ways The Gov't Can Reduce Spending

______________________________

______________________________
Disclosures:

No immediate information was available for Holland or MacKay.

______________________________

Disclaimer