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CFR creeping higher at plus 0.68% today, but at these valuations the luxury goods tailwind needs to sustain…by @wikus_sector_agnostic on $CFR

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Wikus J.@wikus_sector_agnostic·Neutral

CFR creeping higher at plus 0.68% today, but at these valuations the luxury goods tailwind needs to sustain earnings growth rather than just multiple expansion to justify holding much longer.

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