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:


Cisco Systems (dividend planned)

Kraft Foods


Morris’ Picks:


Johnson & Johnson




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:

CNBC Slideshows:

CNBC Data Pages:



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

No immediate information was available for Sethi or his firm.