Dividend growth and earnings growth are among the most desired characteristics of any equity investment with balance sheet strength rounding out the top three criteria for most portfolio managers and certainly for me. In a low yield slow growth environment companies that have a strong balance sheet are growing their revenues and earnings and companies that consistently raise their dividends should significantly outperform other companies – which is why I am raising my exposure to large and mid-cap technology firms.   Technology firms still have the reputation of being aggressive and risky when in fact the opposite is often ...