CDW Corporation: There Is Still Upside Potential

Group 1 - The core viewpoint is a reiteration of a buy rating on CDW Corporation, highlighting the significance of a hardware refresh cycle that is expanding, leading to increased infrastructure spending [1] - The hardware refresh cycle is expected to contribute to higher-value infrastructure spending, which is beneficial for CDW Corporation [1] Group 2 - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing a blend of value investing principles [1] - The strategy involves purchasing quality companies at a discount to their intrinsic value and holding them for long-term earnings and shareholder returns [1]