Here's why these three companies are bound for solid performance:
NV 5 Global
NV 5 Global Inc. (NVEE) is up 860% since it went public in 2013. It's an engineering consultancy business that partners with municipalities looking to build infrastructure and buildings. "They're highly tied to infrastructure spend, and they have these long-tailed wonderful contracts with municipalities," said Keith Rosenbloom, Managing Member at Cruiser Capital, a New York based hedge fund.
Fortress Transportation and Infrastructure Investors LLC
This is a publicly traded infrastructure and transportation private equity fund (ticker: (FTAI) ). "This, we think, is a really special opportunity," Rosenbloom said. He added, "you don't often get an opportunity to own these types of assets in a liquid fashion that's paying you an 8.75% dividend yield." Usually, those who want exposure to private equity have to have huge amounts of capital to invest in the fund itself. But this company is a publicly traded company which happens to be a private equity fund. The company pays a huge dividend.
Orion Engineered Carbons SA
Orion (OEC) is a chemicals business, and most of its products are carbons. operating margins here could expand considerably. Rosenbloom expects revenues to be flat, but "the price of their base input is going to plummet," he said.