Cisco Systems (CSCO 0.53%) just hiked its dividend a whopping 21%, for its second hike within a year. When combined with a solid balance sheet and decent valuation, it looks like a reasonable candidate to buy. In the brief video below, portfolio manager Chuck Saletta talks about the one thing standing in the way of him buying Cisco's shares for the real-money Inflation-Protected Income Growth portfolio that he manages on Fool.com.
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