Thoughts on CHC and REITS
Dear James and Team, My mother always told me it was rude to brag, however, I think she would forgive me this time. I have been with MM for about 18 months now and since joining my returns have consistently been improving. My returns for this FY have been my best ever. So a huge thank you to the MM team. Now my question. On Thursday you discussed four property related stocks. Based on analyst valuations CHC seems to have some good upside (approx. +30%). I would appreciate your reasoning on why you did not include CHC as one of the property stocks under review and by extension are not that fond of it? Keep up the great work, Charles