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US Large caps look attractive

|Includes: El Paso Pipeline Partners, L.P. (EPB), HCBK, KMB, MO, SDY, VZ

Big US companies look attractive to the worldwide turmoil going on lately. There are particularly great earnings numbers and great dividend yields from many US large companies. Some examples: EPB, KMB, VZ, MO, HCBK, and the S&P Aristocrat dividend fund  SDY. Remember dividends account for a big chunk of the 10 year total returns on the S&P 500 index. SDY is an ETF that has shed much of the big financial stocks it was holding going into 2009 because of their own demise. The concept of the ETF is sound although, and going forward the portfolio appears much more stable and a value.


Disclosure: I am currently long EPB, KMB, HCBK.