Posts on CDW

Latest ideas and analyses related to CDW Corporation Common Stock

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APH , CDW , JNPR , CSCO , FFIV , TEL , QCOM , CIEN

+35 pts



Playing Defense with Positioning as Demand Moderation Looms for 2023; U/g APH, CDW, JNPR to OW, D/g CSCO, FFIV, TEL to N

By bbern3 on July 14, 2022, 11:01 a.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 28, Votes: 3, Responses: 0, Attachments: 2
ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+36 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 21, Votes: 3, Responses: 0, Attachments: 1
IIVI , LITE , ANET , CMBM , CDW , CSCO , GLW , FFIV , NSIT , LAZR , JNPR , KEYS , QCOM , WOLF , XRX

+50 pts



Networking & Hardware Themes Across Companies and Investor Conversations from 50th Annual TMC Conference

By realjoe on May 27, 2022, 3:17 p.m.
Tagged topics: investment themes

Views: 42, Votes: 5, Responses: 2, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 24, Votes: 2, Responses: 0, Attachments: 1
DELL , HPQ , CDW

+33 pts



Macro Uncertainty Contributing to Cautious Hardware Outlook; Cutting PC Forecasts & Ratings

By mooreideas on March 31, 2022, 3:15 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 29, Votes: 3, Responses: 0, Attachments: 1
CDW

+30 pts



Tech Distributors are Misunderstood, Capital Efficiency Ideas & CDW Corp

By KHUN on March 25, 2022, 3:37 p.m.
Tagged topics: analyst top pick

Views: 24, Votes: 1, Responses: 0, Attachments: 1
AAPL , ANET , CDW , CIEN , FFIV , KEYS , QCOM , TEL , WOLF , DELL , JNPR , ST

+78 pts



Current Value over Growth rotation is driving support for 2021 underperformers rather than focusing on fundamentals

By bbern3 on Jan. 20, 2022, 4:01 p.m.
Tagged topics: sector rotation , growth vs value

Views: 227, Votes: 8, Responses: 2, Attachments: 1
AVGO , HPE , OMC , LRCX , MRVL , QCOM , VOD , DELL , FOXA , VMW , CDW , WDC , MCHP

+49 pts



22 Themes and 46 Trades for 2022 in Investment Grade TMT across US and EU

By mooreideas on Dec. 13, 2021, 12:32 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 92, Votes: 6, Responses: 0, Attachments: 1
CDW , STX , HPE , REZI

+32 pts



Morgan Stanley now cautious on IT Hardware given deteriorating industry data and drop in spending intentions

By bbern3 on Oct. 6, 2021, 12:01 p.m.
Tagged topics: analyst checks , analyst downgrade , Morgan Stanley

Views: 204, Votes: 1, Responses: 0, Attachments: 2
CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

+67 pts



Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 275, Votes: 6, Responses: 0, Attachments: 19