@ocelot you are correct. The sector has been overvalued for 5 years. I even thought DTL was (when many didn't) if you look at the fundamentals and valuations 5 yrs ago. Check how they has been travelling the last couple of weeks compared with the market. I still wouldn't buy DTL, RXP, EPD, or DWS even at today's lows because they are in a market going nowhere. If CNW can show the managed service wins are actually increasing the top line, then they might be worth a go at these prices.
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Ann: Managed Services Growth Drives Solid Result in H1 FY20, page-16
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