Can Dividend Stocks Novo Nordisk and Novartis Continue to Perform?

Novo Nordisk (NVO -2.25%) and Novartis (NVS 0.63%) have had a great start to their 2014, with shares climbing around 25% and 16%, respectively. And both pay a dividend -- Novo's is around 1.8%, while Novartis' is 3%, according to S&P Capital IQ. So they've had a great year so far, and income investors should keep an eye on them. But can they continue to outperform? Both stocks have opportunities to expand and threats from competitors coming online with new drugs.

In the video below, Motley Fool health care analysts Michael Douglass and David Williamson give their take on the two stocks and what they see as the opportunities and threats for each.