Becton, Dickinson (NYSE:BDX) is a selection for the real-money Inflation-Protected Income Growth portfolio. In this brief video, portfolio manager Chuck Saletta offers two-and-a-half reasons he's holding on to Becton, Dickinson's stock despite its 31% increase since he bought those shares in January 2013.


  • No. 1: Solid balance sheet with a debt-to-equity ratio around 0.8, which suggests the company should have little trouble rolling over its debt in the near future.
  • No. 2: Healthy, well-covered dividend with recent growth and room to continue growing as the company does.
  • And the half-reason: It's market capitalization isn't too far ahead of the iPIG portfolio's fair-value estimate.

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Chuck Saletta owns shares of Becton Dickinson. The Motley Fool recommends Becton Dickinson. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.