Savvy Trades and Investments

[abh3vt]

Hweb, here are a few for your skilled and savvy review:

BBW
COLL
DXC
PKOH
PLAY

I agree with you that many stocks have run, and the setups aren't great given the guidance and/or the macro. However, the valuation divergence between large cap growth (esp tech) and small cap value hasn't been this wide since 2000. And many of us long-timers remember how great the years between 2001-2003 were for value. Hoping for something of a repeat like that, but still wary of the macro headwinds!