According to Pat Dorset, director of equity research at Morningstar, high-quality blue chips present the best opportunities now. He likes these 10, all of which offer above-average dividends.

Stock (Ticker)

Dividend Yield

P/E Ratio

Why Now?

Abbott Labs

3.4%

14

Diversification – plus a few patents set to expire – equals good prospects for the drugmaker.

BB&T

2.2%

13

Unlike other financial firms, this plain-vanilla regional lender has a conservative balance sheet.

Diageo ADR

4.7%

14

As consumers worldwide resume spending, the owner of brands like Tanqueray and Smirnoff should profit

Exxon Mobil

2.5%

11

Its sheer scale, plus great capital allocation skill, positions the energy giant well.

Novartis ADR

3.5%

15

Novartis has a top-tier new-drug pipeline plus a good record of returning cash to shareholders.

Paychex

4.3%

20

This payroll company offers good pricing power and strong margins.

Philip Morris

4.9%

15

Growth is slowing, but Big Mo still has fat margins and a healthy dividend.

Realty Income

6.7%

N.A.

This retail landlord offers a high yield combined with consistent, modest income growth.

Southern Co.

5.5%

16

An electricity producer and distributor, Southern Co. is a reliable juggernaut that’s positioned well for growth.

Sysco

3.9%

14

This strong food-products marketer and distributor delivers high returns on capital.

Source: Morningstar


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