@1957 The valuation piece with this company is very tricky. Nobody liked it below 2 PE and market seems to find value at ~8 P/E. So, this is a difficult call to take – Right now, my thought process is to hold majority of my position and may be do a small bit of profit booking.
@LarryWink Yes, one should always do the full Due Diligence of the investments. However, to my mind, the difference in these metric (if any) would not be sufficient to explain the valuation differential.
Disclosure: Own PFC and REC and Not a Buy-Sell recommendation. Pls do your own DD.
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