CDW Corp: Rating Upgrade As Growth Has Seen Positive Inflection

Group 1 - The analyst initially gave a hold rating to CDW Corp. due to uncertainty regarding the timing of growth recovery [1] - After reviewing CDW's 4Q24 results, the analyst's views have changed, indicating a potential shift in outlook for the company [1] - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount [1]