Stock price when the opinion was issued
This has done very, very well in the context of a low interest-rate environment. Is this a bit too late to the party? There is talk in the US that they are going to start to increase interest rates, which will make it more difficult for the real estate market. He believes there is a lot of inflation in the system in food, energy and housing. Doesn't like this one because it pays a very low dividend and has a relatively short history.