Last month’s picks saw a couple flat, a couple down, and a nice premium on the buyout of AMLJ. Going forward I think SOTK and REPR are keepers. Among a couple of others, I might suggest looking at SWTX and their insulated glass niche, including a new building project in China, which is the 2nd largest in company history. If Corning is on top of things they will snatch this company up before too long.

———————–