CNCM is not an attractive play for me. Nothing about it is comforting and it easily could be pumped artificially to dump. If it runs farther I can life with that, but I see no reason to risk good money there. LCRE does not look like a good buying time. It should consolidate for a while at its current levels. Could be in there a long time before it pays off again. There are just plain better plays to find
Because everything is sort of like something else.
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