Depending on its location, "any disposal well that's been pumping stuff into the ground for months can cause earthquakes, " said Armbruster, who's studied earthquakes and drilling for 40 years.
L-3 Communications Holdings ( LLL - news - people ) also falls into this hybrid category, Armbruster says, because it's trading at 10 times earnings, but it is also anticipating 4% top-line growth.