Risk reward is very compelling at these levels. TFG's taken its lumps but the turnaround in cash flow and i…by @guppy_jse on $TFG

Risk reward is very compelling at these levels. TFG's taken its lumps but the turnaround in cash flow and inventory management is real, not just talk. Retailers bouncing off lows usually have legs, especially when you see the branded portfolio holding value through the cycle. More eyes on the prize once the next numbers land.