I asked myself this question when I was walking home today, so I decided to take a look. For a reference, here is the link to the previous post: http://fmonitor.blogspot.com/2010/08/exploring-new-frontiers-five-stocks-ive.html On balance, I think fairly well. We discussed them here on August 8th, so here is the chart since then.
Of these, PVD is clearly the star, but XRTX has done well and SBS has beaten the S&P 500 marginally. PNR and NUS are lagging, though not severely. If you put equal weights into these five, you would be easily beating the market. Of course, that's only over the course of just over a month so who's to say this will continue, but there you have it.
All of these have been somewhat difficult to keep up on because they don't typically get financial news coverage and it is often hard to discern from press releases whether news surrounding a company is good or bad. That's a risk you take with the obscure names.
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