This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Hodges Loves These 10 Blue-Chips For Dividends And Long-Term Growth

You may have heard the billions of dollars pulled from the stock market following 2008 are finding their way back. Investors may be more cautious this time around but they realize bonds and real estate aren’t offering the same rewards relative to risk that stocks can. A rapidly improving economy fueled by promising housing and auto numbers and low interest rates is only helping spur the return.  But where do investors trust their money? Hodges is sure the answer is in dividend yielding blue-chips.

Hodges Portfolio Manager Gary Bradshaw spoke with Kapitall to discuss what he believes are the most interesting and promising stocks in the Hodges Equity Income Fund (HDPEX) portfolio.

With a stock picking focus on dividend income and long-term capital appreciation, the 4-star rated fund has done well. As of 3/12/13, Hodges Equity Income Fund is up 10.9% over 1-year . Of the 1,300+ funds in the US Large Value category, HDPEX currently ranks #46 YTD and #36 over 1 Month, and #15 over 3 years (annualized returns). “We eat our own cooking, and it’s been good cooking,” says Bradshaw, referring to Hodges fund managers who all invest in the fund along with their clients. “We’re bullish on the market this year and we think investors will be rewarded.”

The proof is in the pudding: Back in August, Kapitall  interviewed Eric Marshal, co-manager of Hodge’s Small Cap Fund (HDPSX). The top ten holdings have returned an average 19% over 1 year.

Notable Stock Picks – A Case for Blue-Chips

Blue-chips aren’t sexy companies by any means, but Bradshaw believes the market ignored many of these stocks over the last 10-15 years, and that’s ready to change as skittish investors put their money back into the market. Here are some of his favorite stock picks:

1 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,279.74 +13.75 0.08%
S&P 500 2,010.40 -0.96 -0.05%
NASDAQ 4,579.7890 -13.6380 -0.30%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs