On current valuations, HSN and DTL have a higher margin of...

On current valuations, HSN and DTL have a higher margin of safety in terms of good entry points. But, DWS has a higher payout ratio and dividend than both of those companies, and therefore lower growth IMO. I would be wary of adding too much IT stocks given the fragile QE induced stock market drops back to reality. The ASX hasn't rallied as hard, but the US and Europe have gone hard. What did that IT review say about DTL, which has a very high ROE and good metrics