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Shop for Kaiser & Casey

Iowa-based Casey General Stores (CASY - Get Report) are a long way from Wall Street, but Matthew Swaim, co-manager for the Advisory Research Global Value Fund (ADVWX) believes the mid-western retailer is perfectly positioned for a bull run.

"Casey's has 1500 stores and they are expanding. They have also given a lot of capital back to shareholders through buybacks and dividends so the company's strong balance sheet has really allowed Casey's to execute," says Swaim.

The $12.3 million fund is down 2.6% year-to-date, putting it in the 64th percentile of Morningstar's world stock category. Over the past year, the fund has lost 2.6%, ranking it in the fund-tracker's 53rd percentile.

Swaim is also a fan of rail car maker Trinity Industries (TRN - Get Report), which he says will benefit from railroads finally replacing their fleets after cutting back during the recession.

"Cars are 30 year assets, but we are getting into the later stages of car life so they are ready to replace. Railroads are ready to order. They want the tank car that Trinity produces," says Swaim.

Finally, Swaim is bullish on come-back story Kaiser Aluminum (KALU - Get Report), which went through bankruptcy in the middle of the decade. Traditionally an aluminum producer, Kaiser now focuses on processing. Swaim also likes the fact that it has long term contracts with both Airbus and Boeing and is trading close to its book value.

"They are the excess capacity in the business. Alcoa competes well but Kaiser has a lower cost business," says Swaim.

Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.

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