Nv5 Holdings Inc (NVEE) Strong Q3 2014 results, raised guidance and aggressive acquisition strategy has piqued GeoInvesting’s interest.  NVEE provides professional and technical engineering, and consulting solutions to public and private sectors.  Our interview with management strengthens our confidence in the story.

NVEE has been unfairly tattooed with the plunging price of oil.  The company does in fact generate 33% of its revenues from the energy sector but the sectors it serves have nothing to do with oil and oil exploration. The company provides environmental permitting, inspections, program management, design and surveying services to natural gas pipeline and service providers in the North East, Mid Atlantic and South East, and public utilities that generate energy.

We feel the stock will be able to trade at a P/E multiple of 20 to 25 on 2014 EPS (expected release in March).

Go here for more details on GeoInvesting’s interview with NVEE.

Disclosure: Long NVEE