Gurus got rid of all of their shares of small-cap data storage company Ampex.

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Gurus got rid of all of their shares of small-cap data storage company Ampex (nasdaq: AMPX - news - people ).

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This small-cap portable storage company called Mobile Mini (MINI) is a big winner in the relatively small segment of the gigantic storage industry with the potential of getting an even larger share of the market.

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While it should be possible to swap out the memory card on the new iTunes phone for one with more capacity, the person who has seen the handset says the phone's software appears to artificially cap song storage at 25 songs, regardless of how much memory the phone has.

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Just 10 months ago, cap rates on storage space were near 7% and were as high as 9% during the commercial real-estate downturn in 2009 and were generally several percentage points higher than cap rates on most other types of commercial real estate, according to data from Green Street Advisors.

WSJ: Self Storage Gains Cachet as Values Rise

But that changed with the Acadia-Storage Post deal and a few other transactions, where the cap rates were similar to those on trophy office skyscrapers and upscale apartment buildings.

WSJ: Self Storage Gains Cachet as Values Rise

Sovran Self Storage, Inc (SSS) is one of my least favorite stocks held by small-cap value ETFs and mutual funds and earns my Very Dangerous rating.

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