Kevin Stecyk

Acquisition Of CDW Highlights Challenges Of Shorting On Valuation Alone

Here, this post might help you: www.speciousargument.c...

I didn't compare to <i>just NSIT</i> and, as stated, it was not part of a paired trade. While CDWC enjoys higher operating margins, there is significant incentive for others to catch up. And again, much of CDWC growth was/is from government. If government spending slows or if another competitor gets super aggressive.

Anyway, I think we've beaten this one to a pulp.

Good luck on your short. :-)