Hey, that was me on SWKS, but of course I didn't hold for the big doosh.
You are of course talking to the wrong person about fundamentals, but I would be that with a coming recession, the trailing PE's and forecasted forward PE's should not be considered. I would look in the homebuilder, furniture, retail, etc. sectors for great shorts if you believe a recession is coming.
To know the truth, one must get rid of knowledge, as nothing is more powerful and creative than emptiness.