Air Products & Chemicals Inc. (APD)

(A Top Pick Dec 5/13. Up 41.5%.) Continues to increase its dividend year after year. It has had 4 consecutive quarters of no dividend increases, so probably in the next quarter it increases. Some of the gain since 2012 was a catch-up because they had a fouled-up acquisition with (?). Likes this longer-term. Dividend yield of 2%.

(Top Pick Dec 05/13, Up 36.72%) He likes this longer term. Great balance sheet.

An industrial gas company. There are 4 global competitors and this one is more US centric. A serial dividend increaser that has done it for a substantial period of time. It will benefit from the price of shale gas in the US. Good, long-term story.

(Top Pick Jun 1/12, Up 25.91%)

(A Top Pick April 12/12. Down 1.26%.) Provide industrial gases for oil cracking, welding, etc. Industrial production is fairly weak at the moment. Has 30 years of dividend increases.

(Top Pick Apr 12/12, Down 4.22%)

(A To Pick April 12/13. Down 4.07%.) Have long-term (20-30 years) contracts of a heavy recurring nature. Exposed to China, Brazil and Latin American markets. Effectively a play on industrial production. 20-30 year contracts. Has raised its dividend consecutively for a significant period of time. Still a Buy.

Exposed to industrial gases market. Long term contracts up to 20 years. Increased dividend for a substantial period of time and will benefit from low natural gas products as companies move there to take advance. Good dividend but it is a stock price appreciate story.