big drop alright
anyway its only temporary part of the cycle
KFL has started investing in them so they must not see much downside ahead
They are a quality management team, just too cyclical to own too much of at this point in the cycle. I like them long term and happy to accumulate on significant drops. Not cheap enough to buy yet IMO.
They are a quality management team, just too cyclical to own too much of at this point in the cycle. I like them long term and happy to accumulate on significant drops. Not cheap enough to buy yet IMO.
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