And what I would say to the second part of your question, Nicole, is we continue to forecast, as we move through time, margin expansion in Channel Development. (seekingalpha.com)
With respect to the second part of your question, when we think about vulnerability, if you take the combination of really high house prices and then people who are in that market who have taken on very large mortgages relative to their incomes, whether that translates into a risk that crystalizes, that matters, really depends on if prices start growing more slowly as opposed to fall outright. (sencanada.ca)
And the second part of the question, is it a little early yet to be really aggressive in investing in the sector? (valueinvestingworld.com)