SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 50% Gains Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: amoezzi who wrote (41346)5/28/2005 11:44:48 AM
From: Schnullie of 118717
 
I assume you meant to direct this to Dale. There was some discussion several months ago regarding NFI's ability to maintain dividends in a down market. The conclusion was that they could but the calcs were convoluted. I'll leave to Dale.

fwiw, my own take on the situation is that, at a minimum, anything to do with RE will get taken out to the shed and shot (assuming a bubble burst). The stock will get trashed.

If you're truly only interested in quarterly cash takeouts, I am skeptical of how the calcs above incorporate the phenomenon of thousands of mortgage holders leaving their keys on the shelf and driving away. I do believe this phenomenon will be largely confined to the obvious bubble areas so NFI's performance may depend largely on their geographic exposure.

jmo....but I've never been wrong......except for that one time in March 2000.....and then there was that time......
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News