ayce- ditto on PERI
Take a look at PCMI & tell me what you think. A/R & Inventories up substantially, and company missed guidance 3 qtrs in a row. Very cheap though here, if they can meet 2018 guidance of $2.05 in non gaap adjusted EPS. Interesting was that although they gave 2018 earnings guidance, they didn't give March qtr guidance, which adds to the distrust being that they were over 2 months into the qtr when they announced.
By the way, TRTN, ALXN, & UVE look real good to me.