Analyst, Scott Brayman of Sentinel Small Company Fund says growth stocks are vulnerable. Compelling value is in small to mid-size companies. CBM has transformed itself into a life sciences company. 15% growth. 60% from products for drug and biotechs.
Baldwin and Mack could have sold out against your criteria some time ago. They didn't. Don't count on a sale when there appear to be good younger upper level managers in the wings. They do appear to have a succesion plan in place.