In that case, Delafield has just the right stocks: Harsco, Crane, PolyOne, Idex and Sonoco.

FORBES: When Ugly Stocks Give Pretty Returns

The Honor Roll is dominated by funds that specialize in small, boring companies, like Sonoco and Idex.

FORBES: The Forbes Mutual Fund Honor Roll

Reports by IDEX and other industry players say that retail jewelry prices in general have risen this year, finally giving some relief to retailers.

FORBES: High gold prices took the shine off jewelry stores' margins