Scneid.....I look at it this way. The strength in small company stocks is way overdue and in many cases it is underpinned by very good companies that were undervalued by the market. Look at SUP, yes a great day but it is still trading at PS way below 1 and a sub 5 ev/ebitda. It is 7 now but worth $15 to $20. RFP has a PS of .4 and PE of 3 and Ev/ebitda of 5. It has gone from 1 to 10 but it is easily worth $20 for all the right reasons. Ones that are valued similarly but havent yet moved are AFI and UIHC and RELL. Then there are some very cheap big big companies like WFC and GILD. Look at a stock like AXL, I just bought my first ever shares. Read their earnings report from this morning. It is way too cheap. WFSTF is one that is going to double or triple within 6 months.
My point is this is a great stock pickers market and there are still many great stocks to buy and I put VTSI into that category.
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