Hi NS,I hear you re opportunity cost, but it may well be that...

Hi NS,

I hear you re opportunity cost, but it may well be that timing to get back into MOF could be very hard if you put your hard earned $$ elsewhere for a very ST gain.

Look at what happened to MCW when, out of the blue, they announced AUD $1.61 billion in asset sales.

Yuyu's research leads me to think MOF could well put out some sales announcements soon that could re-rate the SP. I'm sure the Macquire Funds CEO's compare notes on a regular basis.

With 54% of assets in USA there may be some concern about CMBS market over there having an impact on MOF SP. However, MOF statements have been very positive on their debt position of late...

Article link below re US Senate Committee and Bernanke's worries:

http://www.bloomberg.com/apps/news?pid=20601103&sid=a2mAhkgbWDXc

Cheers
John