|Day Low/High||108.66 / 114.39|
|52 Wk Low/High||58.67 / 111.46|
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.
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.
I am inclined to include only new names in the Active portfolio, unless there's a very compelling reason.
MSGE popped up in screens for triple-net stocks, and the share price has stayed buoyant thanks to balance sheet strength and the potential value of underlying assets.