Over the past year, investors' experiences with large-cap stocks have ranged from disappointment, as with IBM or Wal-Mart Stores, to outright disaster, as with Lucent Technologies or Yahoo! 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 and Tesma International; or Agrium, which produces fertilizer.
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