Ingram Micro: Cheap Enough To Look Past Margin Noise
Ingram Micro trades like a balance-sheet story more than a margin story. With a giant distribution footprint, recurring vendor contracts and a leaning toward higher-value services, the stock feels priced for a weak cycle. This trade idea buys that asymmetry: an entry at $45.00 with a $60.00 target and a $38.00 stop, horizon focused on capturing re-…