These are the five companies. This is not intended to be a list of stock recommendations, but it is a list of companies that should be considered by every investor. They each have the potential to be candidates for anyone's portfolio.
- The Macquarie Infrastructure Company is composed of Airport Services, Bulk Liquid Terminals, Gas Production and Distribution Services, and Contracted Power and Energy businesses.
- Tallgrass Energy Partners is composed of Tallgrass Interstate Gas Transmission LLC, Tallgrass Midstream LLC, BNN Energy, Trailblazer Pipeline Company, and the Tallgrass Pony Express Pipeline LLC.
- Delek Logistics Partners was formed to own and manage the midstream operations of DK Energy and is composed of the Tyler Tank Farm and Product Terminal, the Hopewell Pipeline, the North Little Rock Terminal, the El Dorado Tank Farm Product Terminal and the Mount Pleasant System.
- HCI Group, Inc. owns subsidiaries engaged in diverse, yet complementary business activities, including homeowners’ insurance, reinsurance, real estate and information technology services. The company’s largest subsidiary, Homeowners Choice Property & Casualty Insurance Company, Inc., is a leading provider of property and casualty insurance in the state of Florida.
- JMP Group is a full-service investment banking and asset management firm that provides investment banking, sales and trading, and equity research services to corporate and institutional clients and alternative asset management products to institutional and high-net-worth investors.
For investors that have the time, these companies are well worth the time and effort to investigate them further. They are all on my personal watch list and I own stock in at least one of them. I also expect that before long several of the other companies listed will be included in my portfolio.

1 February 2015 Price $71.46 1yr Target $80.86 Analysts 7 1yr Cap Gain 13.15% Dividend $3.92 Yield 5.48% 1yr Est Tot Return 18.63% 1yr DivGR 54.91% 2yr DivGR 25.49% 3yr DivGR 83.56% P/E 4.89 PEG 0.09 | Market Cap $5.07 Bil Beta 1.19 EPS (ttm) $14.60 Payout Ratio 26.84% EPS next yr $2.01 Forward P/E 35.64 Debt/Equity 0.75 ROA 30.50% ROE 72.50% ROI 1.20% Sales $1.21 Bil Income $1.04 Bil Profit Margin 85.95% |

1 February 2015 Price $49.16 1yr Target $52.60 Analysts 5 1yr Cap Gain 6.99% Dividend $1.94 Yield 3.94% 1yr Est Tot Return 10.93% 1yr DivGR 325.00% 2yr DivGR N/A 3yr DivGR N/A P/E 43.89 PEG 0.68 | Market Cap $2.45 Bil Beta UNK EPS (ttm) $1.12 Payout Ratio 173.21% EPS next yr $1.85 Forward P/E 26.54 Debt/Equity 0.55 ROA 3.00% ROE 5.50% ROI 2.10% Sales $342.80 Mil Income $47.90 Mil Profit Margin 13.97% |

1 February 2015 Price $35.64 1yr Target $42.50 Analysts 6 1yr Cap Gain 19.24% Dividend $2.04 Yield 5.72% 1yr Est Tot Return 24.96% 1yr DivGR 20.13% 2yr DivGR N/A 3yr DivGR N/A P/E 14.37 PEG 0.95 | Market Cap $879.60 Mil Beta UNK EPS (ttm) $2.48 Payout Ratio 82.25% EPS next yr $3.43 Forward P/E 10.38 Debt/Equity 0.00 ROA 24.30% ROE 287.80% ROI 73.20% Sales $891.00 Mil Income $60.20 Mil Profit Margin 6.75% |

1 February 2015 Price $46.21 1yr Target $50.25 Analysts 4 1yr Cap Gain 8.74% Dividend $1.20 Yield 2.59% 1yr Est Tot Return 11.33% 1yr DivGR 5.26% 3yr DivGR 7.21% 5yr DivGR 24.08% P/E 8.46 PEG 0.34 | Market Cap $507.85 Mil Beta 1.23 EPS (ttm) $5.46 Payout Ratio 21.97% EPS next yr $5.52 Forward P/E 8.38 Debt/Equity 0.72 ROA 44.90% ROE 24.10% ROI N/A Sales $266.60 Mil Income $60.20 Mil Profit Margin 22.58% |

1 February 2015 Price $7.63 1yr Target $9.72 Analysts 3 1yr Cap Gain 27.39% Dividend $0.42 Yield 5.50% 1yr Est Tot Return 32.89% 1yr DivGR 57.14% 2yr DivGR 30.08% 3yr DivGR 29.71% P/E 15.26 PEG 0.85 | Market Cap $156.80 Mil Beta 1.76 EPS (ttm) $0.50 Payout Ratio 84.00% EPS next yr $0.84 Forward P/E 9.05 Debt/Equity 0.69 ROA 1.00% ROE 9.30% ROI 7.10% Sales $210.60 Mil Income $12.20 Mil Profit Margin 5.79% |