Skip to main content

3 Stocks You Don't Know Could Boost your Portfolio Hugely

An engineering consultancy business, an infrastructure investment fund, and a chemicals company all have significant upside.

Here's why these three companies are bound for solid performance:

NV 5 Global

NV 5 Global Inc. (NVEE) - Get NV5 Global Inc Report 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) - Get Fortress Transportation & Infrastructure Investors LLC Report ). "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. 

Scroll to Continue

TheStreet Recommends

Orion Engineered Carbons SA

Orion (OEC) - Get Orion Engineered Carbons SA Report 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.