Love Sprott, but hate the valuation. T. Rowe Price looks awfully tempting. [trades]

Two companies, one with the wind in its face, the other with the wind to its back: Which is the better business? Which is the better stock?

Negatives: recession on the way, big tech stocks still not cheap. Positives: bearish sentiment, lots of selling pressure below the surface. How these countervailing forces resolve themselves is an open question, but many high quality growth stocks are reasonably priced. [trades]