The following video is part of our "Motley Fool Conversations" series, in which, Eric Bleeker, senior technology editor, and James Early, advisor, discuss topics around the investing world.

In today's edition, James suggests that dividend-focused investors look toward Johnson & Johnson. While there's been a high degree of pessimism surrounding the company as it's faced product recalls and other product missteps, James says the company is essentially a "mutual fund for the health-care industry" and has been unfairly beaten down.