Copper/brass alloy fittings for bathroom accessories, etc. which is a derivative play of the homebuilders. Trading at a pretty reasonable price of about 15X earnings. Growing well. Small dividend.
(Top Pick Jun 19/13, Up 13.44%) And a stock split. Housing play. Sensitive to copper and housing. Have done well and he thinks he is early in the housing recovery story. It will do well in the next year or two.
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Trades at a cheap 14x PE even after shares have jumped from $57 to $65.