Linde PLC (LIN)

Green energy stocks have been hot. If you want a safe way to play hydrogen power then play LIN. It's the world's largest industrial gas distributor. In recent weeks, LIN has announced it will bring hydrogen infrastructure to South Korea, which is committed to green hydrogen. They are the leading player in industrial gas which is thriving now. LIN reported a big revenue beat last Friday just after announcing a 10% dividend hike and a $5 billion share buyback program. Stock is down 6% from highs last month.

The company is effectively a global tax on industrial production. They provide CO2 for sodas, oxygen to hospitals, hydrogen for steel, etc. The dividend continues to grow at 10%+ per annum. A slow and steady company that is very defensive. (Analysts’ price target is $284.19)