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Small- and mid-cap firms -- like a chemical-additive company, a software producer, and a tire-maker -- add up to a smart portfolio, according to the navigator of one successful fund.
Jonathan Vyorst is senior vice president and portfolio manager of the five-star Paradigm Value Fund.
Recommendations:
(Scroll down for his Web Exclusive picks)
Vyorst's first selection is Innospec [IOSP
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].
"This company is one of the largest makers of diesel-fuel additives," he explained. "Diesel...has a lot of pollutants, and environmental regulations now require that companies add more additives to diesel fuel, so these guys are making profits both from volume and from additional environmental regulations."
He also likes software product and service provider Sybase [SY
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].
"Sybase is a cash cow," he said. "They just did a Dutch tender offer; they bought back 10 percent of their shares. That's a great value stock."
His favorite big company is Goodyear Tire & Rubber [GT
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"It's the best turnaround story I've seen in at least five years," he said. "The caveat for Goodyear is that oil is an input cost...whenever oil comes down, Goodyear shares are going to go through the roof."
Web Extras:
Vyorst offered two additional picks exclusively for CNBC.com:
American Financial Group [AFG
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], a specialty insurer that sells for book value -- he says it will earn close to four dollars per share this year -- and Phillips Van Heusen [PVH
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], which owns the Calvin Klein brand, a brand that's doing well both domestically and internationally.
Disclosures:
Vyorst and his firm own shares of Innospec; he also owns shares of Sybase, Goodyear Tire and Rubber, American Financial Group, and Phillips Van Heusen.
Data is a real-time snapshot *Data is delayed at least 15 minutes