BUY Conviction3/5 Analysis quality75/100 Price target139.63 now
The YouTuber recommends TD Synnex due to its low valuation (P/E under 10, P/S of 0.21) and strong balance sheet with cash nearly matching debt. He believes the company's IT services will be crucial for businesses seeking productivity gains in the 'great resignation' era, and analysts project a nearly 30% upside.
“I think this is going to be such an important theme over the next couple years in this great resignation as as you know it's so hard to find workers businesses are going to be looking for ways to do more with less to become more productive with less workers.”