Stocks hit new highs again last week, with the Dow breaking another record on Friday. The Dow is up more than 4% on the year. The S&P 500 is up more than 8%, and the NASDAQ has gained more than 9% so far in 2014. But there are still some bargains out there, says David Winters, managing member of the Wintergreen Fund which has more than $2 billion in assets. “You just have to be selective about what you buy,” he says.