jill coniff, president of edge asset management, good to have you with us. >> thanks, glad to be here. >> why are dividends so important to you? >> dividends are a sign of a company's strengths. and a company that pays a solid dividend, as well as grows that dividend over time, shows a commitment to shareholders. we believe that's a big driver to total return. >> it's also the search for yield, is it not, in a relatively low interest rate environment? so far in 2014 and all of 2013? >> absolutely. if you think about what's happening across the world and aging demographics, yield is very important. and we're also in a very low-yielding environment with interest rates. so given that stocks have run and investors are looking for places to go, dividend-paying strategies ar great alternative for investors for income as well as the potential for total capital appreciation over time. >> let's get to some of your stock picks. one that doesn't have all that high a dividend but is going to capitalize, at least from your point of view, on the growth in domestic energy production. tell me about m