Sell Lydall (NYSE: LDL) for a gain of 38% in less than five months.

I recommended Lydall on July 13 due to its focus on materials used for roadway engineering but such a large move in a short period of time requires booking the gain.

  It has gone up faster than I predicted partly due to a huge earnings beat on Nov. 1 and partly due to a surge in infrastructure stocks coincident with Trump’s victory.

I still love the fundamentals on this company and hope to revisit the position at a lower price in the future. Subscribers wishing to hold on to their positions can use a $56 stop loss.