There are some months when I end up with an abundance of ideas from my watch list and it is hard to narrow them down to two spotlight ideas to feature in this special situations newsletter. This was one of those months where attending the Southwest Ideas Conference in Dallas a couple of weeks ago generated a bunch of new ideas and so did reviewing insider purchases during the entire month.
It finally came down to six ideas including Knowles (KN), Lincoln Education Services (LINC) and Miller Industries (MLR) that I briefly touched upon in the article Sixty Companies, A Two Day Conference in Dallas And Ten That Made The Cut.