CET
Long Term performance of this does seem to top the S & P 500. Not many active mgrs do that but I think its holding of Plym Rock helps it get the job done. The mp also does better despite the steady decay in the discount on the name.
One reason for the heavy discount IMO is the practice of default payment of divs in stock @ generally above mp. While the better pricing does soften the nav hit the resultant poor price to DRIPers does keep a cloud on the mp itself. Over the long pull investors do well with it but the complications around the div do create opportunities for those so inclined.
The book 5 EZ Theses gives a nice a background to the Plym Rock exec who runs that outfit which is such a large part of CET's port. He's an impressive guy & it makes CET seem to be a better long term investment then one might think w/o reading his book.
At least it persuaded me to add along with the great long term performance of CET itself. I do though always try to take the divs in cash to avoid getting stung by the above mp pricing.