"Screaming Buys" Among The Small Fry

Little guys in industry, finance, and energy look hot

Over the past year, investors' experiences with large-cap stocks have ranged from disappointment, as with IBM (IBM) or Wal-Mart Stores (WMT), to outright disaster, as with Lucent Technologies (LU) or Yahoo! (YHOO) But in one little dark corner of the market, some savvy investors are delighted with returns from small-company stocks that most have never heard of--auto-parts makers Simpson Industries (SMPS) and Tesma International (TSMA); or Agrium (AGU), which produces fertilizer.

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