In the current edition of Extreme Value, Ferris introduces the fruits of his latest research in this area of technological brillance. Here's a brain teaser: "We've found a well-managed, well-financed company that has all the big semiconductor-makers (like Intel) as customers. This company is a "picks and shovels" way to play this long-term technological trend." Out of respect to his subscribers, he will not name the company, but shares the following description: "The semiconductor-makers need this company's technology whenever they build new plants or change technologies ... which they do every year. This month's recommendation will continue to see plenty of business from all the major players in the industry. Chip-makers can't build cutting-edge technologies without it." With a little poking and prodding, I hope to be able to share that company's name and symbol in one of my next articles. In the meantime, Ferris would say that INTC is "a great buy right now" and he predicts that the dividend will be rising in the quarters and years ahead. >> Jim Cramer and Stephanie Link actively manage a real money portfolio for his charitable trust. Enjoy advance notice of every trade, full access to the portfolio and deep coverage of the latest economic events and market movements. This will be possible as Intel eventually benefits from the huge capital expenditures and build-out it's been making to capture the lion's share of the business profits that providing these new state-of-the art micro-chips will bring. "Intel will have huge orders and revenue flows because it's the innovation leader." Here is the one-year chart for INTC showing us its price movement, trailing 12-month operating margin and its cash from continuing operations. INTC data by YCharts Ferris believes when Intel reports its most recent quarterly results on April 16, it will also reveal how it intends to sustain and grow its current 4.2% dividend yield. The payout ratio is around 41% and as earnings increase, that ratio will drop, which will be part of the catalyst for increasing the dividend. As the interview concludes, I ask him if he knows of any other "world-dominating dividend growers" that are still a relative good value. Without hesitation he says, Microsoft ( MSFT). "Microsoft is a buy up to $30-a-share, from my perspective," Ferris opins.