Hesitate to give advice, but since you asked :) With PBP to me...

Hesitate to give advice, but since you asked

With PBP to me just mathematical, metrics increasingly good, no of shares increasingly down, therefore SP over time UP.

It's a model I look for and in PBP case buyback has only just got underway.
(best be wary of buybacks, mostly positive as in theory just a divvy in another form but good to be aware of when things start and end)

Good company well managed, the lack of momentum I put down to macro equity weakness in last 6 mths.

Remember this co MC < 100m.

Only negative I can see in medium term (other than DOW carking it) is potential acquisition not being judged kindly by market.

Like you have had exposure in both to varying degrees.