Two new names that I feel strongly represent an opportunity.
Terraform Global (NASDAQ:GLBL) - Though their plans to continuously buy new CAFD from SunEdison is for the moment dashed because of their close proximity to SUNE's liquidity issues and thus the capital markets are shunning them, GLBL still possesses enough cash flow and flexibility to acquire incrementally enough to maintain their current dividend, which is an absurd ~20%. The simplistic thesis here is that such a sustainable dividend will not remain. Buy for the dividend, the appreciation is not far behind. The entire situation could change for the positive in a matter of weeks, as SUNE and TERP have already shown.
Price as of close Friday December 18th, $5.60
MFC Industrial (MIL) - This is purely a valuation play. After omitting their disastrous ownership of their iron ore and natural gas assets, it's still under half of book value, with the majority of that as cash and current assets. On paper you're getting the business for free. If management does even a mediocre job of their stated goals share price appreciation may be quite substantial. Doubt lingers over the story as is evidenced by the last CC Q and A, and a cratered share price has done little to dispel such a feeling, but at this share price level that there is definite value here with limited downside in my opinion.
Price as of close Friday December 18th, $1.56
Disclosure: I am/we are long MIL.