Back in September, Doll told CNBC investors should take a "leap of faith" and be willing to risk some capital and find companies "that are hitting new highs."
On Monday he said his favorite type of stock "is a dividend payer that can raise dividends, but I also like nondividend payers that can have positive free cash flow that can eventually pay something."
One company he likes is Intel , paying a dividend of 3.5 percent. Some of the other companies he likes include Aetna , WellPoint , Pfizer , Bristol-Myers and Dell . He even likes Microsoft , which he said he's "been warming up to it" in the last few months.
Like others, he wonders if Apple will ever use some of its cash hoard and pay a dividend. "I think the time for a dividend is around the corner," he said. "I think that will be another lift to the stock."
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Disclosure information was not available for Bob Doll or his company.
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