Good moves today from a few in the portfolio
CDX - 2025 to be the year, IF they are doing anything. Looks very promising after a long arduous wait
TTT - looks ready to go to mid 30's
OCC - good slow steady climb
EBR - ditto to OCC
FBR - Getting closer to a signed deal and large orders with CRH JV
MAP - Results next week - last update was very positive and some SP appreciation in expectation of a solid quarter. I think it could challenge ATH's on a
good report.
3DP - this is holding up well after a surge earlier in the week - working with Terradyne, a behemoth.
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