Fair question Espin. I am taking this more personaly than i normally would or should. I think its because I find JB attitude to investors really insulting. The worst part really was when in mid-dec he said there would be quality earnings and cashflow in the quarterly. The shares rallied from there but the the quarterly didn't even have the cash balance that they reported for Sept 10. I was mechanical at that point. It was annoying, and disappointing, as I thought I was onto a good thing with CCC, but I had to cut as I need to be able to trust what mgt say. I had made 20pc at that point (ironically partly on his promise) so I sold and may have moved on. But shortly after that when JB started promising good March quarter numbers I lost it a bit. Then I decided to take a closer look at CCC's broader communications. Now my motives are a bit mixed. I think people should be warned that there is some risk here of dishonesty here. I'm also open to buying into CCC if something happens to change my view. Once I've committed time to a company, I would very really drop it completely.
CCC Price at posting:
74.0¢ Sentiment: ST Sell Disclosure: Not Held
