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
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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.