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Thanks Nick. Good points all. But I think there is still opportunity here and in fact added to my position today. I still think $50+ is very doable as I stated above, and from $40-$41 that is a nice return. They did make a recent acquisition (smaller) in the restructuring field trying to broaden their business. Again not my favorite name but its valuation compared to FCN or NCI is compelling at these levels.
Apr 01 13:42 pm
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