This deep-value portfolio is outperforming its index peers in the early going, writes value investor Jonathan Heller, who says nearly all the stocks in the 2023 Double Net Value Portfolio are in positive territory a month after its inception..TRUE
Introducing the 2023 Double Net Value Portfolio, led by Robinhood Markets (HOOD), writes value investor Jonathan Heller, who says there are 45 stocks in this deep-value portfolio, which is nearly double the number in the 2022 edition of the portfolio..GENC
This value portfolio of cheap stocks did not prove its value in 2021 as the 2021 Double Net Value Portfolio started strong but ran out of gas in the second half of the year along with small-cap stocks in general, writes value investor Jonathan Heller..CWGL
The Ongoing Hunt for Deep-Value Stocks Turns Up 3 Candidates American Outdoor Brands, Fonar Corp. and Suralign Holdings present value investing opportunities. Stocks quotes in this article: AOUT, FONR, SRGA
The search for pockets of value, although more difficult these days given loftier valuations, is a continual process. Sometimes you need to turn over many rocks to find anything interesting. My pursuit of companies trading at relatively low multiples of net current asset value NCAV has produced some gems over the years. That pursuit is also recorded annually with my Double Net Value and Triple Net Active Versus Passive portfolios.
One attribute of those portfolios, however, is that they are of the set it and forget it variety for the year that they are active. I do not make changes to them, either adding new names that meet the criteria or eliminating those that no longer would qualify. While I am satisfi