Updated thoughts on Lend Lease
Hi James, please update your thoughts on Lend Lease – held for a while, not done a lot. Brian
Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James, please update your thoughts on Lend Lease – held for a while, not done a lot. Brian
Hi Brian,
LLC has indeed been a frustrating holding for MM, it’s looked poised to rally back towards its pre-COVID levels on a few occasions only to retreat back towards $12. We still believe this global property and infrastructure business is perfectly positioned in today’s “stimulus” focused world and especially since they sold their struggling engineering business however again it needs to kick some operational goals for the markets confidence to return.
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