8 Attractive Large-Cap Dividend Picks: Strategists

It’s a great time to be in the large cap dividend stocks, said John Morris, managing partner at Crestwood Advisors, and Sarat Sethi, partner and portfolio manager at Douglas C. Lane & Associates. They shared their best plays.

“These companies are trading at inline—if not just above S&P—but will double, if not more, earnings power,” Sethi told CNBC. “Right now, this is the opportunity to invest in these companies for the next 3 to 5 years.”

In the meantime, Morris said he is focusing on positioning his portfolio for future inflation.

“We’re attracted to dividend stocks as well, but we think about international footprint,” he said. “The multinationals are going to see good market share growth.”

Sethi’s Picks:

PepsiCo

Cisco Systems (dividend planned)

Kraft Foods

Visa

Morris’ Picks:

PepsiCo

Johnson & Johnson

ExxonMobil

3M

Colgate-Palmolive

______________________________
Scorecard—What They Said:

• Morris' Previous Appearance on CNBC (Sept. 23, 2010)
• Sethi's Previous Appearance on CNBC (Sept. 9, 2010)

______________________________
More Market Advice—Read and Decide:

• Tech Stocks at 'Cheapest' in 20 Years: Fund Manager

• 'Fast Money' Traders: 4 Attractive Takeover Targets?

• Recovery Is Intact—So Invest Here: Stock Pickers

______________________________
CNBC Slideshows:

• 20 Stocks with the Potential to Drop

______________________________
CNBC Data Pages:

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

______________________________

______________________________
Disclosures:

Morris owns shares of JNJ, XOM, MMM, CL and PEP.

No immediate information was available for Sethi or his firm.

______________________________

Disclaimer