Nearly three months have gone by since portfolio manager Matt McCormick of Bahl & Gaynor first brought his growth and income picks on Breakout. Since then, all four stocks -- Procter & Gamble (PG), McDonald's (MCD), Qualcomm (QCOM) and Bank of Nova Scotia (BNS) -- have beaten the S&P 500. So the Ohio-based adviser agreed to come back on for a victory lap and to offer more stocks to watch.
It should come as no surprise that his basic thesis is unchanged. "High quality dividend paying stocks" are what he looks for, McCormick says, reminding investors that "consistent earnings provide a degree of comfort." This, is especially true during turbulent and uncertain times like the current environment, where he says, "there are more questions than answers."
Source: Yahoo Finance
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