I agree. Interpretations might still be different even after adopting the points you stated. But following above 2 points, I personally am positive about stocks like Repco despite discussion on valuations.
Discl: Don’t hold Repco at this moment. Have had it in the past. Intend to buy again. Positively biased on home finance. Hold Canfin in the same sector (21-22% of the portfolio).
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