No reflection on GXL, but I got out of CAJ when Wilson Asset Management did, and have been happy with the decision.
If you think that Geoff Wilson and his team are good "assessors" of businesses, then it may be something to think about.
Not saying that GXL is a bad business, but maybe now is not the right time.
For discussion.
PS I did hold.. bought @ $4.44 and sold very soon after at $4.46 after reading an analysis on GXL disclosure somewhere.
No reflection on GXL, but I got out of CAJ when Wilson Asset...
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