Shares of Alfa Industries jumped 67% over the past year as the performance has been solid. An ROE of 27% and a profit margin of 11% form the backbone of the case for the company.

While growth has been modest, it still looks like a bargain based on a forward P/E ratio of 15. The company has a sensible amount of debt and has a cash hoard just north of $100 million serving as a nice safety blanket should tough times spring up or an attractive investment comes its way.