I am finding few bargains even in small caps in this market, mostly raising cash. I do have ATRO, Mexican airports, CVS, UNH, Cognizant as some top positions. In small caps have some ARKR, WSTG, IKNX but quite small positions. The Fed has forced the market up to over valued levels for the most part in my view. I am totally out of Atrion after many years. Nice profits, but now paying large tax bills.
Anyone have an idea justifying the continuing price climb for Atrion shares? Last few earnings reports have not been that great. The EW valves are a threat. I have been selling and only hold a few shares. It has been a great investment for me over many years. But seems quite expensive at present.