Jim Cramer's 22 Large Cap Dividend Picks

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Includes: AEP, CTL, DD, DUK, EPD, EXC, GE, IP, KMP, MO, NLY, PM, SCCO, SIEGY, SNY, T, TOT, TSM, VOD, VZ, WM, XEL
by: Dividendinvestr

Defensive investors like high-dividend stocks since they believe these stocks can protect them from potential inflation. Jim Cramer has been consistently recommending high-dividend stocks since the beginning of August. Below we prepared a list of 22 large cap stocks that pay fat dividend checks and have been recommended on Jim Cramer’s Mad Money recently. All companies on this list have dividend yield of at least 4% and market cap of at least $10 billion. We obtained market data from Finviz and hedge fund holdings from Insider Monkey.

Ticker

Company

Market Cap

P/E

Dividend Yield

T

AT&T, Inc.

167.8

8.6

6.1%

GE

General Electric

157.5

11.5

4.0%

VOD

Vodafone Group

136.8

11.1

5.6%

PM

Philip Morris

110.3

14.4

4.9%

TOT

Total SA

104.0

6.3

7.4%

VZ

Verizon

103.0

16.3

5.5%

SNY

Sanofi-Aventis

88.6

14.8

5.6%

SI

Siemens AG

82.1

11.1

4.1%

TSM

Taiwan Semiconductor

60.8

11.6

4.4%

MO

Altria Group

55.0

16.1

6.2%

DD

DuPont

37.5

11.2

4.1%

EPD

Enterprise Products Partners LP

35.0

25.5

6.1%

EXC

Exelon Corp.

27.1

10.2

5.1%

DUK

Duke Energy

26.1

12.8

5.1%

KMP

Kinder Morgan Energy

22.0

115.2

6.9%

SCCO

Southern Copper Corp.

20.3

10.2

9.1%

CTL

CenturyLink

19.8

13.6

9.0%

AEP

American Electric Power

17.7

12.0

5.0%

NLY

Annaly Capital

15.3

5.5

15.2%

WM

Waste Management,

15.1

16.2

4.3%

XEL

Xcel Energy

11.6

14.1

4.3%

IP

International Paper

10.1

8.2

4.5%

AT&T recently traded at $28.3 and has a 6.08% dividend yield. T gained 2.05% during the last 12 months. The stock has a market cap of $167.8 billion, Total Debt / Equity ratio of 0.58 and P/E ratio of 8.6. The stock also had a 17.77% EPS growth in the last five years. Jim Cramer likes the high dividend yield of T, and he holds T shares in his charitable trust. Legendary investor Jim Simons is also very bullish on T. Simons increased his T holdings by 170% during the last quarter. Simons held more than three million shares of T at the end of June.

General Electric recently traded at $15.27 and has a 4.04% dividend yield. GE lost 7.01% during the last 12 months. The stock has a market cap of $157.5 billion, Total Debt / Equity ratio of 3.69 and P/E ratio of 11.5. The stock also had a -6.74% EPS growth in the last five years. Ken Fisher is the largest holder of GE shares. He increased his holdings of GE by 83% during the second quarter, and currently he holds a $591 million position in this company. Warren Buffett and Bill Miller both also hold more than $100 million positions in GE.

Vodafone Group recently traded at $26.3 and has a 5.55% dividend yield. VOD gained 6.56% during the last 12 months. The stock has a market cap of $136.8 billion, Total Debt / Equity ratio of 0.44 and P/E ratio of 11.1. The stock also had a 4.12% EPS growth in the last five years. Michael Messner holds the largest position in VOD with his $88.7 million investment. Messner bought 0.45 million shares of VOD during the most recent quarter.

Philip Morris recently traded at $63.22 and has a 4.9% dividend yield. PM gained 18.36% during the last 12 months. The stock has a market cap of $110.3 billion, Total Debt / Equity ratio of 4.61 and P/E ratio of 14.4. The stock also had an 8.06% EPS growth in the last five years. Tom Russo holds the largest position in PM with his $543 million investment. Jim Simons increased his holdings of PM by 161% during the most recent quarter, and currently he holds a $242 million position in this company.

Total SA recently traded at $44.76 and has a 7.43% dividend yield. TOT lost 10.58% during the last 12 months. The stock has a market cap of $104 billion, Total Debt / Equity ratio of 0.53 and P/E ratio of 6.3. The stock also had a -2.67% EPS growth in the last five years.

Verizon recently traded at $35.73 and has a 5.49% dividend yield. VZ gained 14.39% during the last 12 months. The stock has a market cap of $103 billion, Total Debt / Equity ratio of 1.37 and P/E ratio of 16.3. The stock also had a -16.07% EPS growth in the last five years. Jim Simons initiated a $114 million new position in VZ during the second quarter. George Soros reduced his holdings of VZ by 24%. Leon Cooperman sold out $77 million worth of VZ shares during the second quarter.

Sanofi-Aventis recently traded at $32.71 and has a 5.55% dividend yield. SNY gained 0.43% during the last 12 months. The stock has a market cap of $88.6 billion, Total Debt / Equity ratio of 0.38 and P/E ratio of 14.8. The stock also had a 20.04% EPS growth in the last five years. Ken Fisher and Warren Buffett are famous holders of SNY shares. Ken Fisher had $592 million invested and Warren Buffett had $163 million invested in SNY at the end of June.

Siemens AG recently traded at $92.38 and has a 4.11% dividend yield. SI lost 12.48% during the last 12 months. The stock has a market cap of $82.1 billion, Total Debt / Equity ratio of 0.62 and P/E ratio of 11.1. The stock also had an 11.54% EPS growth in the last five years. Ken Fisher holds the largest position in SI with his $864 million investment at the end of June.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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