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 Posted: Sun Feb 02, 2025 4:57 am
Good article.
One criticism. You did not separate the regular from the special dividend.
You said "In terms of sustainability, its payout ratio is only 45% of earnings, so I think this lowers the risk of a dividend cut since over half of profits are still being retained by the firm."
That 45% is based on the regular ~2% yield, WITHOUT the VARIABLE special yearly year-end dividend. Including the special dividend, it is 100% of earnings. ALL profits are distributed to shareholders.
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Posted: Sun Feb 02, 2025 5:04 am
a tailwind for financials stocks in the form of a healthy economy and demand for mergers/acquisitions which drives huge fees at some big financial firms, while at the same time we should be cautious about the elephant in the room.. exposure to risky commercial real estate loans within this sector.
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Posted: Mon Feb 03, 2025 4:02 am
a tailwind for financials stocks in the form of a healthy economy and demand for mergers/acquisitions which drives huge fees at some big financial firms, while at the same time we should be cautious about the elephant in the room.. exposure to risky commercial real estate loans within this sector.
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Posted: Mon Feb 03, 2025 4:10 am
a tailwind for financials stocks in the form of a healthy economy and demand for mergers/acquisitions which drives huge fees at some big financial firms, while at the same time we should be cautious about the elephant in the room.. exposure to risky commercial real estate loans within this sector.
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Posted: Mon Feb 03, 2025 4:12 am
a tailwind for financials stocks in the form of a healthy economy and demand for mergers/acquisitions which drives huge fees at some big financial firms, while at the same time we should be cautious about the elephant in the room.. exposure to risky commercial real estate loans within this sector.
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Posted: Mon Feb 03, 2025 4:17 am
a tailwind for financials stocks in the form of a healthy economy and demand for mergers/acquisitions which drives huge fees at some big financial firms, while at the same time we should be cautious about the elephant in the room.. exposure to risky commercial real estate loans within this sector.
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Posted: Mon Feb 03, 2025 4:18 am
a tailwind for financials stocks in the form of a healthy economy and demand for mergers/acquisitions which drives huge fees at some big financial firms, while at the same time we should be cautious about the elephant in the room.. exposure to risky commercial real estate loans within this sector.
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Posted: Mon Feb 03, 2025 4:20 am
a tailwind for financials stocks in the form of a healthy economy and demand for mergers/acquisitions which drives huge fees at some big financial firms, while at the same time we should be cautious about the elephant in the room.. exposure to risky commercial real estate loans within this sector.
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Posted: Mon Feb 03, 2025 4:22 am
wahmbulance wahmbulance wahmbulance
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Posted: Mon Feb 03, 2025 4:23 am
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Posted: Mon Feb 03, 2025 3:03 pm
burning_eyes burning_eyes
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Posted: Mon Feb 03, 2025 5:20 pm
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Posted: Mon Feb 03, 2025 5:21 pm
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Posted: Mon Feb 03, 2025 5:26 pm
dramallama dramallama dramallama
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Posted: Mon Feb 03, 2025 5:26 pm
wahmbulance wahmbulance wahmbulance
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