Real estate investment trust CCI has endured a tough few weeks which we can see following through to fresh 2022 lows where we see value – the stocks currently trading on an Est 22x while delivering a sustainable 3.5% yield.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Monthly Update: Portfolio performance and positioning during October
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM likes CCI around $US150
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