Dice Holdings (DHX) is an employment-services firm specializing in Internet job boards, mainly for the financial-services and health-care industries, through its Dice.com, eFinancialCareers.com and AllHealthcareJobs.com Web sites.
It earns a fee from job postings and had about 4 million visitors to its Web site last year. Given that both financial services and health care are slow right now, Dice has looked to expand its offerings into technology- and government-job postings.Its shares are down 30% this year, but up 38% over the past 12 months, giving it a market valuation of $670 million. Over the past three years it has an average annual return of 13%.
Cash America International (CSH) owns nearly 450 pawnshops under various names in the U.S. and Europe. The stores lend money on the security of pledged goods, which makes it look like a good play in a recession. Its shares are up 65% this year, and 88% over the past 12 months, giving it a market value of $1.8 billion. Its shares have an average annual return of 10% over five years.