for those complaining, page-17

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.