I was lukewarm to positive on WESCO (WCC) six months ago (you can read that article here),
and the stock has more or less matched the S&P 500 in the time
since, rising about 10%. That's not too bad, particularly as two of the
company's largest markets, industrial and construction, have yet to
really rebound all that much. HD Supply (HDS)
offers a lot of the same underlying exposures and market leverage, with
an operational improvement kicker, but WESCO may hold more appeal for
investors less inclined to gamble on an internal improvement story.
Follow this link for more:
WESCO Offers Another Way To Play Familiar Themes
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