My 5 Favorites for What's Left of 2017 Are Doing OK, Which Is Just OK by Me

The good news is that my 5 Favorites for the Rest of 2017 are doing OK so far, up an average of 9.8% over the past month. The bad news is that it only has been one month; the sobering truth is that the markets have performed extremely well during that period and the rising tide has lifted all boats. The Russell 2000 and Russell Microcap Indices are up 7.31% and 9.17% respectively, which puts the performance of my "Fave 5" in perspective. While I'm not disappointed so far, you must present the full picture when talking about returns. Truth be told, I'd be happier if the Fave 5 were up 5% and the markets down 5%.

All but restaurant name Zoe's Kitchen Inc (ZOES) are in positive territory. Down more than 50% year to date and 2% over the past month, Zoe's is out of favor with investors in an industry facing several challenges. This may seem like an odd place for a self-proclaimed value investor to be, and I would not disagree....401 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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