SWS my fav IT stk with strong fundamentals and cluey management. But a flat forecast and i'm grateful the SP didn't slip more. This mkt is fragile and any weakness is hammered. A weaker company would have seen SP slide more. Holding DWS, ASZ, CSV, MLB (unfortunately). Have sold OKN.
Recently bought some carsales at 4.80 and consider that in the IT sector.
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