just wondering if you have read the actual report West is talking about
if you haven't here it is..
http://www.riskmetrics.com/pdf/RMG_Infrastructure_Funds_080326.pdf
I have just printed out the whole 39 pages and am going through it all point by point.
I have since taken profits and have a small holding in Mac now until I can accurately ascertain the quality of the business model.
If you haven't done so already, I suggest you do the same.
m. west article, page-4
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