NEW YORK ( TheStreet) -- Infant formula-maker Mead Johnson ( MJN) is one of four companies ready to pop, according to Christian Greiner, portfolio manager for the Azzad Ethical Fund.
Greiner said Mead Johnson shares have sunk this year on worries about slowing emerging-market demand. Nevertheless, the company's doubters are missing a big story back home.
"One thing that people are not talking about yet is the resurgence in America in terms of women going back to work, and that will be actually be good," said Greiner about the company at the Morningstar conference in Chicago. Mead's shares have sunk nearly 10% year-to-date. On the flip side, Greiner's fund has risen over 5% thus far in 2015.
Greiner is also bullish on credit data services provider Equifax (EFX), up 22% this year, due to the pickup in consumer spending as a result of the improving economy. Furthermore, Greiner said the company's growing international business has been overlooked by Wall Street.
"They are finding new ways to take the data they collect and market it to different sources," said Greiner. "They are also getting big in the insurance and in the government services space as we can see from their contract with the U.K. And they will be growing those international sales for years to come. They are actually selling into 18 countries now and we expect that to go up."
Helmerich & Payne (HP) is another name favored by Greiner. The Tulsa, Okla.-based driller has risen 4% in 2015, although its shares are down 40% in the past 12 months due to the volatility in the energy market.
"It's all about the technology," said Greiner. "An [exploration and production company] can go onto existing fields and drill at a cheaper rate with less manpower and with more certainty using H&P's rigs."
Finally, Greiner is a big fan of Polaris (PII), down 2% in 2015, saying there is more to the company than its popular snowmobile line and trend toward higher wages will immediately swell the company's bottom line.
"As the consumer goes out and spends again, they will buy Polaris products," said Greiner. "In the past, their demand has been really well correlated with consumer incomes."