Bottom of the Barrel: Old-Timers Take the Field
It's time for a bit of fall cleaning in the Bottom of the Barrel portfolio.
Last week, I
Although there are certainly a handful of dogs, many of the small-caps profiled over the past 30-some months have done pretty well. This eclectic group has, for the most part, scraped out nice gains in a difficult market and rose along with the overall market tide in the past several months.
In the Bottom of the Barrel column, I look for companies with unique products and services that are underfollowed by the Street. I generally profile companies that I find somewhat interesting from an investment perspective, but I also sometimes look at companies that readers request as well as names with "special situations." With few exceptions, the Barrel stocks have little Street sponsorship and are often unknown by most investors.I developed a
Assessing the old-timers in the Barrel Portfolio
|Barrels||Company/Ticker||Date of Mention AD||Current Price||Mention Price||Change||Dividend Yield|
|Above Average Performance|
|Energy Partners (EPL:NYSE)||12/5/2002||$10.97||$9.40||16.7%|
|Superior Industries (SUP:NYSE)||7/10/2002||43.46||43.87||-0.9|
|Fidelity National (LION:Nasdaq)||5/8/2002||12.88||10.58||21.7|
|Cost Plus (CPWM:Nasdaq)||3/6/2002||41.26||25.83||59.7|
|Coastal Bancorp (CBSA:Nasdaq)||12/12/2001||31.08||27.84||11.6|
|Huffy (HUF:NYSE)||12/12/2002||$7.20||$6.97||3.3 %|
|Men's Wearhouse (MW:NYSE)||11/20/2002||28.86||16.22||77.9|
|RARE Hospitality (RARE:Nasdaq)*||2/20/2002||26.32||17.15||53.5|
|Hibbett Sports (HIBB:Nasdaq)*||10/24/2001||25.17||13.36||88.4|
|Trico Marine (TMAR:Nasdaq)||5/1/2002||$2.40||$8.25||-70.9 %|
|Bottom of the Barrel Income Portfolio|
|Ameron (AMN:NYSE)*||11/6/2002||$34.00||$25.30||34.4 %||2.32 %|
|Hawaiian Electric (HE:NYSE)||7/31/2002||43.65||41.86||4.3||5.83|
|UGI Corp (UGI:NYSE)||6/26/2002||30.98||31.30||-1.0||3.71|
|Acadia Realty (AKR:NYSE)||6/5/2002||10.20||7.03||45.1||5.50|
|Capital Automotive (CARS:Nasdaq)||4/3/2002||29.05||22.95||26.6||5.67|
|Alexandria Real Estate (ARE:NYSE)||2/13/2002||47.87||40.25||18.9||4.50|
|Empire District (EDE:NYSE)||1/16/2002||21.95||21.23||3.4||5.79|
|Integra Bancorp (IBNK:Nasdaq)||1/2/2002||19.67||20.75||-5.2||4.75|
|*Price adjusted for stock split.
Source: TSC research
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