PPL Corp (PPL-N)

This is a top 5 company in the pipeline group. Dividend stocks are getting hurt by the fear of rising interest rates. This is a great company with a good record of increasing dividends. This is just the wrong sector right now. He would still hold it for the long term for diversification. Yield 5.3%.

(A Top Pick March 1/13. Up 13.05%.) American-based utilities that have assets in the UK. He reduced his holdings. Very well run company and he likes the space which is showing strength again. (See Top Picks.)

(A Top Pick Oct 18/12. Up 7.09%.) This is a utility company in the US with some properties in Europe. As the stock started to drop early in the year, he sold his position. Well-run company.

(A Top Pick July 26/12. Up 7.14%.) Got out at around $31 to reduce the interest rate sensitivity in his portfolio. At some point you might not want to own utilities but thinks they are okay for the next couple of years.

Ranks well on all his filters. Broke out of the $30 range. It might come back to that in which case he would add to it. Has a discount to its peers.

Utility. A mix of regulated and unregulated components. Feels the market is undervaluing the regulated business. Has an upside target in the $40’s. Yield of 4.77%.

It’s getting set up once again. Goes up about 9% by May, seasonally. We are just entering the period of seasonal strength.

Bought UK assets recently. Have regulated and non-regulated businesses. Offers a great discount to its peers. Has a great stable income stream. Recently broke a nice little downtrend. Believes $45 is there.