if u had held SFR from 2004 to April 2009, you were down about 50% on your investment... You were an idiot.
If you have held SFR from 2004 to October 2009 you were a genius, having 20 bagged.
Things can move quickly. You can chase tail and try and follow the herd into the buzz company after the change has happened. OR you can pick a company undervalued on fundamentals and just wait for its time in the sun.
CCC is well undervalued on any valuation metric appropriate for a company of its size. The only way CCC could be looked upon as poorly valued is if you give like a 50/60% discount for sovereign risk for SA.
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