It's a buy. Pure and Simple., page-33

So my last post got moderated for giving out the name of the company that recommended a SELL... in my opinion a group with a lot of members making a recommendation should be price sensitive public knowledge... anywho I guess I just post again minus the names?

Hey guys,A little insight into the movement today. *they who shall not be named* put a SELL recommendation out yesterday. I found this really counterintuitive to their "Buffet/Monger" value investment style strategy. They've been wrong plenty of times before, had I sold on their recommendation with Sirtex I would've walked away with a $70k hole in my wallet.

The first resignation was known well in advance. I've heard rumours that the 2nd departure is simply due to a mismatch of styles which is not uncommon in any company. It's hard to walk in to an established team and take over as a leader, people assume that the CEO calls all the shots and everyone will just fall in line, but if an entire company is against a change in management it can just be a bad fit.

In summary, the business did pretty well in FY18 and definitely didn't justify a 50%+ fall from it's peak (which was getting a little frothy), considering Avaya was in administration and is now out of that dilemma. They have one of the world's strongest brands, Cisco, backing them which delivers so much immediate trust for current and future clients.

Applying Buffet's approach - high RoE, good growth still expected at least in the medium term, great business, no debt... With the recommendation by *they who shall not be named* spurring a sell off this morning, seems like a massive buying opportunity to me!?