Opinions
Stephanie Link, Chief investment strategist, Hightower
CDW Computer Centers
CDWC-Q
BUY
Sep 01, 2023
N/A
Stock price when the opinion was issued
wholesale distributors
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
She bought more CDW on the Dell news today, because PCs were a $1 billion more than they expected and PCW has 30% exposure in PCs. They ahve a great business mix, changing to software and services which boast higher margins. Last quarter, it sounded like PCs were bottoming, so this is set up nicely.