If you're going to invest your hard-earned savings into a stock, it's better to have the high conviction that comes from understanding the business, building an investment thesis, and arguing the best case for or against the company.

One of the best ways to gain an understanding of a business is to tune in to investor presentations. And with earnings season underway, listening to earnings calls can be another great way to gauge how the company is doing and learn what management is trying to accomplish.

United Parcel Service (NYSE: UPS), Newmont (NYSE: NEM), and Brookfield Infrastructure (NYSE: BIPC) (NYSE: BIP) deserve to be high-conviction components in a diversified portfolio, according to the following three fool.com contributors. They'll give you an idea of what each company is about and why it's a good investment.

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Source Fool.com