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An eclectic mix of 20 companies made my cut of stocks trading at 1x to 2x net current asset value.
Still, I am neither disappointed nor thrilled with the performance.
Nearly six months since inception, the portfolio comprised of under-the-radar names is up about 25%.
These 'double-nets' have a host of attractive characteristics.
These low-priced dividend payers are beating the Russell 2000.
The group is up some 8.5% in just weeks (but that's partly luck).
The recent stock market pullback has created some tempting opportunities.
Little-known electronic-component maker looks like a real value.
A stock screen based on the work of Ben Graham produces these five names.
AVX appears to have all its fundamentals in place, but we must listen to the market here.