Good point. My general bearish feeling about "the market" has been pretty high for a while, but that didn't really keep me out of stocks because I could find some pretty solid picks. Like NLS in the summertime. Pretty hard to miss. (Unless you are literally the type who posts about how inventory turnover is a bad thing or whatever. It wasn't a gimme but it was nice.)
Now it's different -- the bottom is looking really picked-over. Numerically, MAJ is the best pick I have. On paper, I see the "beef." But who likes holding shit that delists? I think it's worth being cautious with something that speculative.