Mueller Water products (MWA)

Earnings have stabilized. Beneficiary as cities spend money on infrastructure.

(Note the short timeframe.)
Outperformed NVDA. Continues to outperform. Earnings earlier this year got him into the stock, and recent earnings are keeping him in. Becoming one of his bigger positions.

The fundamentals and latest earnings report attracted him to it. It is in the water infrastructure business including pipes, etc. There was a recent 10 to 20% price increase and then a pullback which is a common thing to see. He doesn't own it yet but is thinking about buying.
Buy 3  Hold 4 Sell 0