Kausha wrote:@VVS Just remember value is relative and subjective. The stock is yet to price in all the good news ahead I think. Only time will tell.
Perhaps. When the PB exceeded my comfort level... I started bailing out. I am on the lookout for a replacement. Any ideas? At some point, I might stay in cash rather than chase the fad of the day.
Britam: I like the management, I like the model, I like the numbers. I just could not convince myself that there are not better candidates (value) out there. If the price falls back to the 12-ish range, I will look into it again.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett