|Day Low/High||45.12 / 47.42|
|52 Wk Low/High||26.62 / 54.51|
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.
It was not a great year for this value portfolio, with only 5 stocks in positive territory for the year.
This mix of 20 deep-value names was outperforming a couple Russell indices three months back but is trailing them now.
Fossil Group has done most of the heavy lifting among the small stocks in the portfolio, though there are other winners, too.
FOSL is up 92% since I launched this group, while HIBB is ahead 27%.
It is always important see how such value screens perform in times of market stress.
One month in, 15 out of 20 names are in positive territory, with Fossil Group soaring 39%.
The 20 companies in this portfolio could be of interest to deep-value investors.
Oilfield services companies could benefit if the sanctions against Russia are lifted.
'Double-nets' have been a fairly fertile hunting ground for value.
These stocks have taken a beating, but their technicals are flashing buy signals.
Despite takeover talk, the firm's technicals show 3 reasons to be patient.
Petrobras is a strong bottom bouncer with $14 actually a possibility.
Be careful not to chase overextened stocks, though these names can be safe to pick up sparingly.
Contributor Ken Shreve takes a look at economic data and earnings scheduled for the coming week.