• Kevin Greenhalgh
    $NRZ falling way too far. Big buying opportunity. Should announce dividend in a few weeks to raise yield to ~9%
    Reply (4)
    • AlbionWood: Agreed, filled out my position this morning at $6.10
    • AlbionWood: I guess it's getting lumped in with REITs or something... but from what I understand, rising rates improve its business.
    • Darren McCammon: I also agree yield should end up about 9%. NRZ being compared to mREITs. Another quarter or two of rising rates should fix that.
    • Neil B: Rising rates increase costs to borrow money. This cuts into DCF. The damage is much greater for REIT's who use leverage.