08-21-2015, 08:30 AM
Brad Thomas had a detailed post about CCP a few days ago. I really like the CCP portfolio and while it doenst have the scale of OHI, looks like its it is in a position to do well. Hopefully the management is competitive enough to do so.
http://seekingalpha.com/article/3435686-...ng-special
http://seekingalpha.com/article/3435686-...ng-special