I didn't get off the RFN unicorn when it mattered, and I'm now stuck with a nigh worthless position. I will cut if I have some big capital gains, but I don't sell much
NTC is one I have watched for a while too. Hard to value, but definitely a keeper if you got in early.
It may just be me, but it looks like the market is much more sanguine this year. REA and CAR stood firm despite reporting nothing out of the ordinary, in sharp contrast to last year when the sky was falling.
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