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

To: S. maltophilia who wrote (78435)	11/3/2025 12:59:01 PM
From: Elroy	Read Replies (2) \| Respond to of 78774

I'm not advocating PSEC, I just watch it because it amazes me. They are a black box. I tried a few mREITs a few years ago, and they all wound up losing money. STWD seems to be the blue chip that does well, but like I said how their loans to commercial real estate did well in the pandemic when it seems like collecting rent should have been a challenge, well, I don't know. So when Paul says he's fairly certain they won't cut the dividend, I wonder why? He seems to have said because they didn't cut it in the past, therefore it's safe. Ok, his understanding of STWD appears to be as deep as my own.