A couple of old-tech stocks offered a good deal of value, 4-star portfolio manager Matthew McLennan said Monday.
“We view it as entrenched technology,” he said. “There’s always a new flavor of the month in technology—social media today, go back 15 years ago it was the B2B Internet IPOs and the like.”
H/T Dataroma
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Where A 4-Star Manager Sees Value In Stocks
