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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (78433)11/3/2025 10:36:38 AM
From: Paul Senior  Respond to of 78774
 
STWD. I don't see any imminent reason for the dividend not to continue at current level. Yes, I don't see so well, and maybe there is a reason that will show up when the dividend is cut, if it is. My bet though is that if management has been able to keep the dividend at $1.92 for so many past years, they'll be able to do it going forward, assuming the whole market doesn't crash.

I assume in their boardroom meetings they have an objective to keep their dividend going at the $1.92 level as that is what stockholders likely expect. Perhaps no pressure for management to increase it, just maintain it. If they sandbag in good years to prepare for the bad years, that would help.



To: Elroy who wrote (78433)11/3/2025 12:48:36 PM
From: S. maltophilia  Read Replies (1) | Respond to of 78774
 
STWD. Their 10-K is a model of brevity and clarity compared to PSEC's. Whoever's running that operation are either geniuses or con men. But I see PSEC was trading around 7-8 last year. STWD's beta is all of 0.74.