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8 Attractive Large-Cap Dividend Picks: Strategists

Wednesday, 13 Oct 2010 | 11:12 AM ET

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.

Early Tick: Markets
Getting the pulse on the markets, with Sarat Sethi, Douglas C. Lane & Associates, and John Morris, Crestwood Advisors.

“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

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Scorecard—What They Said:

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

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More Market Advice—Read and Decide:

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CNBC Slideshows:

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CNBC Data Pages:

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Disclosures:

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

No immediate information was available for Sethi or his firm.

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Disclaimer

  Price   Change %Change
CL
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CSCO
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JNJ
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MDLZ
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MMM
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PEP
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V
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XOM
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