By: Andrew Bary, Barron's — 01/08/11
...The prevailing view on Wall Street is that large-caps finally will shine in 2011 because a prolonged slump has left stocks like Microsoft (
MSFT
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), Cisco Systems (
CSCO
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), Wal-Mart Stores (
WMT
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) , PepsiCo (
PEP
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), (JPMorgan Chase (
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), Johnson & Johnson (
JNJ
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) and much of the drug, technology and financial-services industries at modest price to earnings ratios. In addition, large-caps give investors more exposure to high-growth markets overseas, given the global reach of multinationals like Coca-Cola (
KO
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) and Intel (
INTC
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)...
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