A couple of old-tech stocks offered a good deal of value, 4-star portfolio manager Matthew McLennan said Monday.

“We view it as entrenched technology,” he said. “There’s always a new flavor of the month in technology—social media today, go back 15 years ago it was the B2B Internet IPOs and the like.”

H/T Dataroma

Where A 4-Star Manager Sees Value In Stocks

4-Star manager