kevi takes a punt @ 20c, page-31

Cheers,

so far

CER - a joke.
AEZ - not bad.
CFX - incredible assets, but virtually no price erosion, and a poor dividend yield.
WDC - in the middle.

Haven't looked at MUE and BJT>

Geez - I think we're doing pretty well with MCW then? All the Australian assets, Coles/Woolworths/Safeway are rock solid.

Their US retail looks solid too - I see some solid names their (Wal Mart/Best Buy/Sears/Trader Joes/Office Depot).

I feel much more comfortable holding now, cheers Asteroider, btw did you ever get of GOA? Hope it didn't eat too much into your portfolio. I made a terrible trading decision on CAG - cost me 30K so far. Only safe havens for me now.