There is a guy named James Stewart that wrote about this and some other stocks in Mar/April..
he had also listed CRR (carbo ceramics) Rofin-Sinar RSTI CGNX and few others..
I am kicking myself for not getting into CGNX some days back.. of course it is risky around earnings but then rewards are big.. oh well..
separately i did my own analysis on LYB, made profits between Apr 10 to Apr 28 but did not hold it through earnings (chickened out).. Big mistake again.. lol.
only winners I am holding are Bunge BG and INCY
on a side note, I went long on TTM today @ 26.15. Let us see how this plays out