The document discusses three companies: Joy Global Inc., which has three business segments involving underground and surface mining machinery and aftermarket services; Frontline Ltd., which transports crude oil and raw materials through oil/bulk/ore carriers; and Holly Energy Partners L.P., which operates pipelines, storage, and distribution of crude oil and related products in several western states. Key metrics are provided for each company including market cap, P/E ratios, margins, and returns compared to their respective industries. The investment thesis for each involves increased demand and stabilization of commodity prices driving their revenues.

1. New Ideas Industrials Group

3. Underground Mining Machinery – Products (e.g. roof supports, shuttle cars, haulage systems) & Aftermarket Services

4. Surface Mining Equipment – Products (e.g. electric shovel, blast-hole drills) & Aftermarket Services

5. Crushing & Conveying – Conveying and crushing systems

6. Quick Stats:

7. Market Cap: 4.1 B

8. P/E ttm: 9.8 (P/E ftm: 17.3)

9. ROA: 15.78% (vs 1.54% industry)

10. ROE: 56.63% (vs 14.89% industry)

11. Operating margin: 17.8% (vs 4.1% industry)

13. Quick Stats:

14. Market Cap: 1.8 B

15. P/E ttm: 3.3 (P/E ftm: 17.66)

16. ROA: 14.43% (vs 0.30% industry)

17. ROE: 90.59% (vs 1.13% industry)

18. Operating margin: 36.26% (vs 0.15% industry)

20. Quick Stats:

21. Market Cap: 0.6 B

22. P/E ttm: 19.19 (P/E ftm: 13.70)

23. ROA: 7.60% (vs 6.25% industry)

24. ROE: 22.72% (vs 7.09% industry)

25. Operating margin: 44.48% (vs 7.89% industry)

26. MLP yield: 9%

27. Thesis: Stabilization and increase in demand for crude oil (though price near 52 week high)