Good call daico, I started my position about 1.5 years ago and was also thinking about whether I should go ahead with it given the aggressive acquisitions. From my research back then, it looked like it worked well for them and I believe the tailwinds for the long term are quite positive, so I went for it in the end.
I still hold as I think the tailwinds are there, and it's not all doom and gloom in their other businesses so a recovery shouldn't be impossible in a few years.
Ann: Company Update & Earnings Outlook, page-52
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