Mativ Holdings Inc. (MATV-N)

Created last year from a merger and is impressive a speciality materials and packaging company. Yes, it is cyclical and tied to the wider economy. That's why it was hammered last year, especially last November despite 12% organic sales growth. However, they offered a discouraging forecast. Since then, it's bounced over 20%, part of a broader move among materials, because the Fed may stop tightening sooner than expected. Last Wednesday, the CEO insists two-thirds of the business can resist a recession. Could be acquisitions coming. MATV isn't an exciting story, true, but they make money. Trades at only 8x this year's PE and pays a 6.3% dividend, which may be too high for some investors (they doubt the yield will hold). If you expect a hard landing, MATV isn't for you, but if you see a soft landing, MATV is for you. The overall market is a little overbought, so wait for an entry.

Bought it last week. Pays a 6.4% dividend and trades at 8x. A small materials company with GDP+ growth. Hide here.

Just bought it. Trades at 8x PE with 5-10% growth. Prefers this to Apple. Is under the radar, a new company.