I am very premium averse as well, which is why I've taken profits from CDM, MFFO, WAM (the stars of the sector IMO, and tempted to do likewise for ALF) and switched into GVF, NCC, PGF (hopefully the emerging stars).
With CDM, my only gripe is that they'd made such strong gains with MQG that I wished they'd reduced their holdings earlier when it ran out of steam around May 2015. This isn't to say I don't recognise the elite performance and discipline of their buy/ sell approach.
CDM Price at posting:
$1.45 Sentiment: Hold Disclosure: Not Held
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