The Globe and Mail reports in its Wednesday edition that Campbell Lee & Ross Investment partner Darren Sissons looks for firms that are leaders in their industry, produce strong free cash flow and have the ability to grow their dividends. The Globe's John Heinzl writes that for Mr. Sissons a "positive catalyst" -- such as a major acquisition -- is also a big plus. If a firm ticks off all those boxes, he tries to buy it when it is cheap. Mr. Sissons likes Enbridge ($56.82), which offers a yield of 3.7 per cent. Earlier this month, Enbridge announced the $37-billion acquisition of Spectra Energy -- a deal that will create North America's largest energy infrastructure company. Mr. Sissons says, "This deal provides Enbridge with an enhanced dividend growth outlook." Before acquiring Spectra, Enbridge's guidance was for dividend growth of 10 per cent to 12 per cent annually through 2019. After the merger, Enbridge aims to increase its dividend by 15 per cent in 2017 and by 10 per cent to 12 per cent annually through 2024. Dividend hikes are not official until the board approves them, but by extending its dividend growth forecast by several years Enbridge is sending a positive signal.