A thrid story is that the run up the last few years came beacuse of cca's defensive charecteristics when markets were in turmoil......and now that markets are perceived safer....hot money has left for other investment alternatives.
Anyway i personally want to wait till the new ceo unveils her new strategy. She is ex mckinsey. Spent 10 years there. Keen to see what she comes up with.
A thrid story is that the run up the last few years came beacuse...
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