The Cautious Investment Philosopher

"Dividends are also a key factor for Osterweis. He owns dividend-paying utility stocks like San Diego-headquartered Sempra Energy (NYSE: SRE), Nevada-based NV Energy, and American Water Works. He's also heavily invested in health-care stocks, as he foresees diagnostics companies, pharmaceuticals, and rehab facilities benefiting from regulatory changes that will make health care available to more people. LabCorp (NYSE: LH), for instance, has a significant market share in the diagnostics space and thus stands to benefit from an aging population and increased demand for testing."

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