(A Top Pick Jan 09/20, Down 15%) She would buy this one again. The fundamentals continue to do well even though the stock does nothing. The multiple is very cheap and there is a lot of cash flow and momentum in the business. There is a lot of good things happening in this stock.

(A Top Pick Jan 09/20, Up 10%) They handle communication networks for emergency services. They have done a good job of building an end-to-end solution. Some spending took a pause through COVID but now it seems like business momentum is starting to look better. She likes the mission-critical part of the business.

(A Top Pick Jan 09/20, Up 22%) They sell technology into restaurants. They continue to be in the right places. This would also be a recovery play

The commodity price is the big driver. New home building is strong as is renovation. A lot of supply was take out going into COVID. It is hard for them to ramp up any capacity so the prices continue to be high. Having a very large shareholder makes them a little more focused on the longer term and support of a major shareholder is never a bad idea. She thinks the price of lumber will be higher for longer.

Strong commodity prices are good for them as is the re-opening trend. It should be a positive tail wind for them and they should do well.

They had a big benefit from COVID. They should continue to benefit following COVID. A lot of clients that relied on passenger planes had to move to CJT-T and will stay with them.