Lydall (LDL)

It caught his attention as a Covid play last year. It's risen 25% since December, though pulled back a little in March and early April. They reported an extra quarter last week. There could be room to run.

A Covid and recover play. A special materials company that makes thermal installation and acoustic barriers and filtration materials used in maks. It rallied 46% last year from PPP sales. The stock continues to run; it reported an excellent quarter last week as people demand filtration systems as consumers seek better air quality.

A special-materials manufacturer of the special filtration layers used in masks. Stock has soared 44% YTD during this pandemic. A small-cap you can buy and put away for a long time.