In an environment with low-single digit returns, Heartland Financial CIO Nancy Tengler, tells CNBC's "Power Lunch" she likes a company like Johnson Controls, which is outperforming the market this year.
"The auto battery business has improved Johnson Controls' margin expansion. The Tyco merger improves building business and the company looks a lot more like an industrial than an auto parts company," Tengler said.
Another plus for Tengler is the dividend growth at Johnson Controls. "Very attractive valuation [with] dividend growth 13 percent annually previous five years; 2.6 percent yield," Tengler said.
Johnson Controls is higher during trading.