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This time last year, our piece Biggest Net/Nets In Years featured an interesting list of names. Truth is, we'd rarely, if ever, seen net/nets of this size, and it was the direct result of a free falling market. We thought it would be interesting to review the performance of these companies one year later:

Ingram Micro
Ticker: IM
Price Then: $13.58
Price Now: $18.69
Change: +37.6%

Tech Data
Ticker: TECD
Price Then: $21.47
Price Now: $41.88
Change: +95.1%

Benchmark Electonics
Ticker: BHE
Price Then: $11.77
Price Now: $18.00
Change: +52.9%

Ticker: USU
Price: $3.90
Price Now: $4.09
Change: +4.9%

Furniture Brands Intl
Ticker: FBN
Price: $4.61
Price Now: $3.61
Change: -21.7%

The average return for these companies was 33.76%. During the same period, the Russell 2000 was up 15.9%, the S&P 500 17.5%, and the Russell Microcap about 10.4%. Hindsight, of course, is indeed 20/20, but the land of the nets/nets continues to be an interesting pond in which to fish.

Disclosure: The author does not hold positions in any of the companies mentioned.