Investors use an earnings miss as an excuse to take profits in commercial lender Walker & Dunlop (WD -6.2%). Q4 revenue more than doubled Y/Y and the company presentation makes clear the continuing opportunity with $840B in commercial loans maturing in the next 5 years. There's also the servicing portfolio: Now at $35.2B, not subject to prepayment risk, and with fees of $680M expected over its life - about equal to the company's current market cap.
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