|TOP PICK||$33.610||DEFENSIVE||NORTH AMERICAN - LARGE||Yes|
Good dividend yield at 4.2% and have just increase it. Really fantastic growth coming on stream next year. Have done some big acquisitions and built some power plants that are about to come online. You’ll see a big, big burst in their cash flows in the coming years. Have become more defensive in some of the acquisitions they have made.
John O'Connell, CFA
Chairman and CEO, Davis Rea