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5 Reasons Why Sachem Capital Will Have A Strong 2022

Jan. 06, 2022 9:01 AM ETSachem Capital Corp. (SACH) Stock55 Comments


  • Newer, cheaper sources of capital will result in cost savings and greater margins.
  • Despite competitive pressure, portfolio yield plus fees remain high.
  • Duration risk (due to rising interest rates) remains low because the average length of their loans is only ~11 months.
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Framed house under construction

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I've written about Sachem Capital (NYSE:SACH) a number of times in the past but I had held off from establishing a sizable position until I saw significant progress in their earnings. I own shares in competitor

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This article was written by

John Windelborn profile picture

John Windelborn earned a Bachelor's in Molecular Biology from the University of Illinois and a Bachelor's of Nursing from Allen College in Iowa. He currently works full-time as a surgical nurse in the operating room. When he's not at work, he's pouring over earnings reports and reading everything about the investing world that he can get his hands on. While not formally trained in Finance, he has spent over 5 years trying to learn as much as possible about the market by actively trading both real and paper stocks and reading fellow contributor's articles on Seeking Alpha. He is ranked #3,090 out of 12,516 overall experts on TipRanks with a 67% rating success rate and an average return of 8.8%.

John now manages some family funds as well as his own, and serves as an unofficial financial adviser to his coworkers and their retirement plans. He has even been a guest speaker on WRKO radio out of Boston to discuss investment ideas.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BRMK, NRZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (55)

John Windelborn profile picture
I will be meeting with management in the next day or two. Please message me any questions that you would like me to address. Thanks.
rjm22 profile picture
@John Windelborn
Why did his brother leave the company and why did he sell all but 1 share of SACH
Jacopo Barban profile picture
@rjm22 @John Windelborn I add myself to the request!

Thank you very much from Italy
Starbucks Analyst profile picture
Hmmm weren't we told this one was going to the moon 🤔 Oh well 🤷🏾‍♂️
John , I bought 1000 shares a year ago at 4.55. I was kicking myself last fall for not buying more when it was north of 6. I think you are spot on that this is mostly a macro headwind . Add to that the possibility of a 50bp rate increase and there is a lot to scare the feint of heart. I am very long NRZ as well . Brad Thomas , someone whose thoughts I really respect , also likes SACH, I plan to add another 1000 somewhere on this dip. Don't let the naysayers that overpaid for SACH get to ya.
John Windelborn profile picture
@WhiskeyPete thanks. I bought a bunch of BRMK today at around 8.70 for a 9.65% yield. I put in a low-ball bid for some more SACH but it didn't get filled.

The two times that I talked to management I came away impressed. I think we're due for some positive news and momentum soon.
@John Windelborn Do you prefer BRMK over SACH? Thanks
John Windelborn profile picture
@dwallace1976 I think their decision to finally lever up will be huge, and it's easier to feel safe by their bigger size. Conversely there's more growth potential in smaller SACH
Djreef1966 profile picture
This sucker is getting plastered. I don’t know how much longer I can average down on this one.
Why has this stock traded down in the last 2 weeks. Their loans are short term so they will be able to adjust their rates to market. I paid $5.05. Not impressed so far.
John Windelborn profile picture
@downwithrates I don't know if you noticed, but there was a major broad market decline, interest rate talk by the fed and a looming war with Russia. Not exactly factors that they can control.
@John Windelborn
Markets up today and it continues its slide.
John Windelborn profile picture
@downwithrates single stock price movements aren't always rational. Long term it will trend upwards. Not worried. I nibbled a tiny amount at 5.60
I have been very happy with the dividends however I do have a few concerns. 3 Villano’s on the payroll (all in finance) and a quick departure of senior management Peter Cuzzo after just 18 months. I am watching closely.
rjm22 profile picture
@WInvestor1987 And now Jeffrey has sold down to 1 share- YES ONE

Form SC 13G/A Sachem Capital Corp. Filed by: Villano Jeffrey C
10K WIZARD 11:31 AM ET 2/9/2022

Filed on: February 9, 2022
albertciampi profile picture
I was doing some DD on Sachem Capital. I Google Earth the Headquarters address. 698 Main St, Branford, CT 06405. Take a look at this building. Did Sachem move to a better place? I’d be careful.
John Windelborn profile picture
@albertciampi I hear you. But on the other hand, would you rather they live in a luxurious and costly office?
albertciampi profile picture
@John Windelborn I bet your office/home looks better than that. At least I hope so.
Starbucks Analyst profile picture
@albertciampi yeah location looks 'sketch' 😅
Chancer profile picture
@John Windelborn:

Thanks for article.

I once owned SACH when it was about $4 and the yield was higher. I just this week thought about considering again. Just not sure, as I am not much interested in Reits, now. I will watch for now. Maybe, the price will drop when the Fed begins to raise rates.
John Windelborn profile picture
@Chancer Yeah I traded in and out of it a few times in the $4 area. I still haven't initiated a position but am carefully watching for a pullback to take advantage.
Jacopo Barban profile picture
@John Windelborn great analysis, thank you very much for your work.
SACH long
Thank you for the article.
Djreef1966 profile picture
Very happy so far with my 1750 shares.
@Djreef1966 2500 @ $5.20. Let’s go!!!
Thank you I intend to collect sach dividends in 2022
Brad Thomas profile picture
Thank you @John Windelborn for the mention. We interviewed the CIO last week, and I was very impressed. Happy new year!
John Windelborn profile picture
@Brad Thomas I also spoke to him on several occasions and was equally impressed. He's the type of guy you could spend all day chatting with. Sachem has great leadership.
Sach and Nrz are my anchors of reits followed by a 3rd known as arcc. I need know more reits I have enough with those 3 . The rest of portfolio is quality stocks
@justanopion Bad news for you ARCC is not a reit.
John Windelborn profile picture
@justanopion I own quite a bit of NRZ and think that the future is very bright for them too. They don't get enough credit for the massive pivot that they've done over the past few years from merely holding paper to the well diversified operating company they are today.
Starbucks Analyst profile picture
@Bobd524 ARCC is up 25% in one yr...wouldn't call that bad news.
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