All1in
Oct 15, 4:56 PM
$IVR Crazy 25% dividend rate. Financials says cashflows can sustain the current dividend rates and current BV is 6.74? Also near 5 year lows. I'm assuming market thinks interest rates will be raised (which will increase their short term lending costs) and dividends will be cut in the near future. If Trump loses midterms, they might be able to reverse the tariffs which should decrease inflation, and then fed will hold/decrease interest rates.
Opening position
3 replies