This is Part 5 of my 54 part series on Dividend Aristocrats. This article covers how the competitive advantage and future growth prospects of Pentair. The article shows how an investment in Pentair could generate a 20%+ return in just 1.5 years.

There is no question that, along with population increases around the world, global demand for fresh water will rise exponentially. It is often said that many border disputes and future wars will be fought, not for oil, rather for a clean and reliable water supply.

Across our 1,800 stock universe, utilities remains the best scoring sector. Idustrial goods also score above the average universe score this week. Also in today's report is a chart breaking out historical monthly returns for utilities over the past decade.

The best large cap sector is utilities, which offer robust seasonality ahead of summer. Basic materials have strengthened thanks to improving scores for oil & gas.

Last week we saw sector bunching around the average universe score, which is typical at inflection points. Scores have rolled to reflect the shift to Q2 seasonality, so watch sector and industry ranks closely over the coming weeks.

Today's list includes Pentair (PNR), Kroger (KR), Abbott Laboratories (ABT), Eastman Chemical (EMN) and Leggett and Platt (LEG)