Not much has changed

Value stocks are still being shunned and silly valuations abound. I still hold PERI which has $8.08 a share in cash and is making around $1 a share and is trading at $8.09. VNDA has $6.43 a share in cash, operating at breakeven, has a robust drug pipeline and is trading at $4.76 a share, ARAY had its best quarter in 3 years and after climbing to $2.95 a share is back below $2 at $1.99. The list goes on and on. I am really not buying anything new and am still trying to liquidate my old holdings.

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