Zibelli likes Polypore International (PPO), which makes membranes that are essential for lithium batteries. The batteries are being used increasingly for cameras and small consumer electronics products. In the first quarter, sales increased 28%, compared to the period a year ago, while earnings jumped 77%. The big growth opportunity is in electric cars, says Zibelli. "The company's products will be included in electric vehicles that will be rolled out around the globe in the next few years," he says.
Zibelli also owns HMS Holdings (HMSY), which helps state agencies reduce Medicaid costs by spotting invalid insurance claims. As Medicaid programs have grown relentlessly, the company's sales and earnings have climbed.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV