Shooting the breeze:
I really like the business / sector, but does anyone else feel like there are better gains to be had elsewhere now that the heat has somewhat disipated from the property market? I think short, medium and long term, no matter what happens to the property market, SUM is positioned better and better each year as long as more and more people are coming into the country... But while the property market is cooled, I suspect that having money sitting in SUM might not be a great way to earn from it. I would be happy if, while the property market is cooler, more money was returned as a divie so I could justify having my cash sitting there (vs the bank). That said, I suppose the time to be investing in property (via SUM) is while the market is cool... I just can't help feeling that having my money in SUM during a cooled property market offers little benefit vs only investing when the market starts to heat up.
What are other peoples views?