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The Double-Net Dividend portfolio has been a success so far and it's largely due to a beaten-down sector.
The beaten down retail sector is rallying in the wake of Walmart's strong numbers as those short the stocks get squeezed.
It's hard to get excited about Tuesday Morning despite its efforts to improve its results.
Double-Net Dividend stocks, which some would call misfits, doing OK so far.
Just two months after its creation, the portfolio handily is beating the Russell 2000 Index and Russell Microcap Index.
The list is dominated by retailers, of which there are four; that's unfortunate, given the pressure that sector is facing these days.
Stocks move cautiously higher, shaking off early losses that were driven by a slump in crude oil.
Zale, Shoe Carnival, Trinity and Kapstone are primed for a stellar 2014, says Eric Marshall, PM of the Hodges Small Cap Fund.