Jun. 16 at 2:17 PM
$FISV $LULU LULU is trading at 6x forward EBITDA, FISV is at 6.2x forward EBITDA. The risk of the 2 companies falling further has been halved due to recent declines. We're not looking for long-term investments or turnarounds here all the way back to their 52-week highs. Just some 25-30% bounce from here for a near- to medium-term trading play. If you're already in FISV or LULU, you could do well if you apply discipline to your limited buying.