Armstrong Worldwide is my single favorite idea at the moment.
Armstrong is an industrial company that specializes in flooring and ceiling products. If you’ve ever seen hardwood flooring at Home Depot, you’ve seen the Armstrong brand. Armstrong came out of bankruptcy late last year after settling asbestos litigation. As a condition to re-emerge, the company [...]

NVTL and SWIR produce wireless datacards, usb modems, and embedded wireless modules in PCs to connect to carrier networks. They have enjoyed favorable pricing and strong margins as their stocks have run up over the last year. The bear case had always been that larger competitors would enter the market and price them out. [...]