ICAP's portfolio going southwards. Is there "value" in ICAP's holdings besides F&N and Padini? 

Eventhough I have sold off my ICAP shares, I am very happy for my previous comrades because today as I browse through some counters, I came across Parkson selling at RM0.63 now. Why am I happy for my ex comrades? Because i know their funds are in good hands. I remember Ah Boo telling us that Parkson had a bright future few years ago at nearly RM10. Market has mispriced Parkson now and this present a great opportunity for my ex comrades because in  my opinion Ah Boo will surely take this opportunity to increase his holdings of this great company. After all, eventhough Ah Boo always believe KLSE was way overvalued, he never lost his belief in the company and kept on to his holdings till today despite unloading some over the years because he knew that the mispricing today will come and he can buy back plus more. I cannot know in advance what Ah Boo will do but rest assured that he will act in the best interest of the company. After all, comrades should be happy that he was willing to still serve the company despite his low remuneration of only a few millions per annum because to Ah Boo, it is the heart that counts. Today, I am happy for my ex comrades...I am a  bit tight on funds myself, othewise, we all can become comrades again.