What do title insurance and papermaking equipment have in common?
Four-star portfolio manager James Tringas thinks stocks of a couple of companies involved in those businesses are great investment opportunities.
His Evergreen Special Values Fund is up an average of 15.42 percent per year over the last five years.
Tringas likes the title-insurance company Stewart Information Services.
"The company's really had a rough go of it of late," he told CNBC. "You've had the housing problem, the subprime mess, and really a disastrous fourth quarter, but making money in the stock market is about the future, not the past. It's a cyclical company, but you want to buy these when they're down and out."
He also likes Kadant, which is something of a polar opposite to Stewart.
"The company provides equipment and accessories for the papermaking industry, and...doubled their earnings in the past two years, but, strangely enough, the stock is down 25 percent in the past few months," he said. "We think it's really a buying opportunity. The growth out of Asia has been fantastic, and the company is levered to that."