|Day Low/High||5.71 / 6.05|
|52 Wk Low/High||5.81 / 13.62|
This is the first inception-to-date period that the portfolio has not outperformed its benchmarks.
They're cheap, have lots of cash, and/or have fairly strong brand names.
These 22 stocks in the aggregate are still outpacing the Russell 2000 and Russell Microcap indices, but by a narrower margin than before.
The fourth quarter's dreadful performance may seem like a distant memory, but it was quite brutal.
These 22 stocks in the aggregate continue to outpace the Russell 2000 and Russell Microcap indices as all but three are in positive territory.
The maker of handbags and accessories posted better-than-expected results this week and has forecast results for this fiscal year that are ahead of the consensus.
When high expectations are not met, that's when overpaying (for a player or a stock) really stings.
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.
Those names in the green are not what one might expect, including some specialty retailers from my double-net value portfolio.
Despite disappointing performance this year, the strategy has shown solid return in the past.
Easier said than done: They also have to turn sales around.
The longest line we witnessed was outside the Nike store; now that was a line.
Triple nets are companies trading between 2 and 3 times net current asset value; here are several of these value names.
Thoughts on the Colin Kaepernick "Just Do It" choice, the bid for Zoe's and Vera Bradley's earnings.
Dick's Sporting Goods and Foot Locker are among the specialty retailers that bounced back after a butt-whooping last summer.
The sale of FOSL and CATO, and a partial HIBB, have significantly reduced my overall exposure.
Specialty retail is indeed a tough area, but in classic form, markets have overly punished a number of them.
Investors seem to have all but forgotten that the company is still publicly traded.
Kraft Heinz and a surprising underdog are part of our 'Selection Monday.'
Specialty retailer's holiday sales looked uglier than a bad Christmas sweater.
An after-Christmas shopping excursion turns up an empty Fossil store but a relatively crowded Vera Bradley outlet.
The stock of the handbag maker had been dwelling in the valley until it posted bottom-line results this week that were better than expected.
Companies in the apparel, retail and restaurant sectors could be dumped even more than they have been as 2017 wraps up.
The handbag maker remains profitable and may be fair game for a bigger fish looking to grow its brand portfolio.
Gasoline futures prices in the U.S. have risen more than 10% over the past two days
Bob Evans Farms and Kulicke & Soffa were among the first-half winners, while Ruby Tuesday and Fitbit were big disappointments.
I opened my wallet and took an initial position in the handbag seller last week because I find it an interesting value play.
Stocks significantly pared losses by the end of the session, though still ended slightly lower.