The words "bargain stocks" and "Cathie Wood" don't often go together in the same sentence -- the fund manager is better known for investing in high-growth disruptive technology plays. Still, for their own reasons, I think ARK Investment Management holdings Trimble (NASDAQ: TRMB) and PTC (NASDAQ: PTC) are a good value and worth picking up for long-term investors looking to dip their toe in the market. 

The common theme for the two -- and why they are worth putting a small amount of money into -- is that they both have excellent long-term growth prospects. If you only put $500 in each stock, it doesn't make sense to trade your holdings frequently, as trading costs will eat inordinately into your returns. 

Buying stock in positioning and workflow technology company Trimble for the long term makes sense. Its growth story relates to a transition from its origins as a positioning technology company largely reliant on product sales (hardware and software) toward a company that's increasingly becoming a part of its customers' daily activity. 

Continue reading

Source Fool.com