|Day Low/High||49.36 / 50.29|
|52 Wk Low/High||29.91 / 54.50|
Four months in, the 2020 Triple Net Active Versus Passive Portfolio experiment is proving to be a rewarding experience.
My belief is that within this deep value pond, an active approach can outperform passive.
Both the active and passive portfolios have been beneficiaries of the rising tide of the markets, and Haynes International is leading the charge.
Here are seven holiday 'Dividend Derby' contenders -- and which is the winner.
It's way too early to tell whether this is the beginning of a regime change from growth back to value.
It's a rag-tag group so let's see how it pans out over the next year.
This disparate cluster of value plays includes an entertainment giant and an owner of ethanol plants.
Just 27 names make the cut, down from 48 last year, and 36 from my late September preview.
The 22 stocks in the Double Net Value Portfolio collectively outperformed the value components of the Russell 2000 and Russell Micro indices.
Most of the 22 largely small-cap stocks that make up the portfolio are now in positive territory, with Hibbett Sports leading the way.
One thing is certain: Triple-nets are not a common investment hunting ground, but some may be the recipe for the next ETF.
The portfolio of 22 smaller names has slid into negative territory, showing the pressure the market has put of late on smaller-cap stocks.
As we enter the dog days of summer, with lower volume and perhaps more volatility, portfolio performance may get interesting.
This is the first inception-to-date period that the portfolio has not outperformed its benchmarks.
These 22 stocks in the aggregate are still outpacing the Russell 2000 and Russell Microcap indices, but by a narrower margin than before.
These 22 stocks in the aggregate continue to outpace the Russell 2000 and Russell Microcap indices as all but three are in positive territory.
Titan Machinery is the top performer so far in 2019, up 38% since portfolio launch.
The 22 names in the portfolio as a group are outpacing the value components of the Russell 2000 and Russell Microcap indices.
Despite disappointing performance this year, the strategy has shown solid return in the past.
Rather than overlook this category of stocks, look at the fundamentals.
Just sit in a quiet room, imagine the year 2056 and visualize the products and services needed then.
Their sole focus is the U.S. market and their earnings are rising.
A new study says you can screen stocks the way the 'big boys' do.
Using enterprise multiples to evaluate stock offers up some surprising value plays.
Their low EV-to-EBITDA ratios tell us that they are undervalued.