>> dine any -- dynegy, nrbg are not cyclical plays.ople wait to be paid. >> if you look at both sides of barbell, ppl is the choice. ppl has 4% dividend yield and has a big chunk of their business exposed to those power markets. dividend play up withside to power markets pp almost is the choice. liz: just a shift towards natural gas and infrastructure plays. is there opportunity to stash money there and that may surge over the second half? >> yeah. there is little subthemes in the utilities. there are companies traditionally electric power companies that are aggressive i expanding into gas infrastructure. two names we're recommending with tremendous growth are sempra energy and dominion resources, other d, dominion resources. they, dominion is in utica and marcellus shale place and building all the infrastructure to get gas to market. tremendous growth there they will launch mlp to take separate entity next several months. sempra got approval from the federal government, from ferc, to build a large export facility to export gas to asia

dynegy trading up 2% and duke energy trading up just over 1%. sue?ank you very much. >>> we're going to go to bob pisani who had a chance to get to ms. white who is at that conference where we find bob talking about new rules perhaps, regulations, proposals to address dark pools and flash trading. what did she tell you, bob? >> reporter: well, it's very interesting. sort of comprehensive review of the current market structure. i did get a chance to catch up with her as she was leaving the conference. and she insisted to me that the markets are not rigged. take a look. >> the clear message is the markets aren't rigged. we have the strongest, most resilient markets in the world. again, it doesn't mean they're perfect. and we obviously are constantly working on them to make them fairer and better serve all investors and companies, to try to raise capital. >> reporter: do you think a more forceful statement would have been appropriate given the amount of coverage this man's comment that the markets were rigged got? >> resilient in the world and not rigge