Bar, Danaher has always been a great long term stock, though the Covid related aspect has moved it into the 'momentum play' realm. Earnings growth of 92%, rev growth 36%, PE 43 (per Yahoo), this likely won't be sustainable forever for a company the size of Danaher, although the high growth and valuation may continue for some time. A great long term stock but high valuation.
Generac is even pricier, but 1/10 the size and should keep growing for many years. Even with the recent class action lawsuits, the stock is back near the highs again. They also have the energy storage and smart grid aspects -
These are both great stocks. The market needs a decent pullback, but the Fed 'juice' has prevented even a 5% correction. So I'm mostly on the sidelines for now. I would prefer a buy/hold forever strategy like you have, but am increasingly averse to capital loss, so currently overweight in cash, T-Bills, and shorter term bonds.
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