A furniture manufacturer and at a 52 week low. Battling cheap imports and currency. This is the type of company that they look at. Talking to management in a couple of weeks to try and see what's going on.
Pays a 3.75% yield and they had a good season (they're a seasonal stock). He also likes their environmental products. But it trades at a too high 26x PE.
Spring is the event and you want to be in a couple of months before, so right now. As soon as it makes an uptick would be a good time.