according to the media "small caps are still expensive" but this recent sell off has created some incredible value in select names in my opinion. CHEF, MSO, EZPW are all names that I think can double in the next 2-3 years with solid downside protection.
some of the special situation names have gotten destroyed as well as they are over owned by hedge funds, and hedge funds are the first guys to cut their losses and run in a sell off. BKS is a good example.
happy to discuss any of the above.