Corning, Inc. (GLW, Financial)
Corning is well positioned in their optical fiber business with sales growing over 20%, supplying companies like AT&T with fiber as 5G rolls out. Corning is seeing growth in the auto sector as they supply the glass for the digital screens in cars. They have Valor Glass that speeds up vial fill times by 70% and have partnered with pharma leaders like Thermo Fisher. They also make the optics for augmented and virtual reality. The stock has been hurt by higher costs due to supply chain disruptions.
From Jeff Auxier (Trades, Portfolio)'s Auxier Asset Management fall 2021 market commentary.
