Time to be cautious? Inflation is likely to worsen FED has backed themselves into a “must” raise rates position - as many as 6 this year Ukraine situation will cause gas/energy prices and bond yields to increase Supply backlogs will take much more time to correct Janet, Gerry and Joe are all of the opinion that spending and printing several more $trillion is the solution to inflation The likely result of all of this, if allowed to continue, is recession. jmho
C
If this is the beginning of a bear market, like I have been hearing on the radio. Do you think NRZ can hold 10 this year?
C
Does anyone have reason to believe that NRZ will not be able to increase earnings and the dividend in 2022? Did I miss a news headline? MN said he expected rates to go up and that NRZ is positioned well to capitalize. Has anything changed?
L
Near term NRZ should benefit from the current run on RE and subsequent need for mortgages…..HOWEVER, with as many as 6 rate increases projected along with the very fast increasing inflation, next year could be disappointing here. I’ll continue my readjusting/diversification.
GM to add $6.5 billion and 4,000 jobs to their EV production.
C
I keep hearing that higher rates and higher inflation will help NRZ.
C
It would be nice to hold 11. But I doubt it today. Added to my position at 11.01.
T
Still sitting by the pool collecting dividends and sipping mojito's.
S
Is this message board closed for the Winter?
T
Ah this is the life. The markets in turmoil and I just have to sit by the pool and let the dividends roll in.
C
I'm very new to REITs, so can anyone tell me if there is an expectation for NRZ to return to its pre-pandemic share price of about $17 or is the general expecation that it will kind of hover where it is, gradually move up or down, and that the main reason to invest is simply the dividend?
p
fwiw, like and own NRZ, but not expecting much in the way of dividend increases. They just did a couple purchases (Genesis just closed) and the cost of integration is likely to get in the way of paying shareholders for another year. But if they did the right thing, the longer term ability to raise dividends will improve and I like this mgmt team to deliver. Plus the current dividend is quite healthy. In 3 years, could this be back near $20/share and $2 dividend? I think so. That'd be a tremendous return.
L
JUST IN: Yellen calls the Dem spending and money printing is the new supply side economics that will create 2% inflation by year’s end. This is not a joke! Kudlow is right now calling this “Root canal without novacane”. IMO, This gal is more delusional than both JB AND NP.
C
Happy New Year! Wishing everybody a prosperous 2022 with earnings growth, stock price appreciation and dividend raises! Let’s go NRZ in the New Year!
d
I have no idea when a divy increase will happen but I certainly believe the Q4 earnings will be good. This is a better company than presently priced. I expect to see 12-12.5 but it will take great news to reach 13+ imo.
Inflation is likely to worsen
FED has backed themselves into a “must” raise rates position - as many as 6 this year
Ukraine situation will cause gas/energy prices and bond yields to increase
Supply backlogs will take much more time to correct
Janet, Gerry and Joe are all of the opinion that spending and printing several more $trillion is the solution to inflation
The likely result of all of this, if allowed to continue, is recession.
jmho
I’ll continue my readjusting/diversification.
Construction firm survey: To keep up with projects, 3 out of 4 builders plan to hire more people in 2022, with 1 out of 4 slated to grow by 10% or more.
https://www.floridarealtors.org/news-media/news-articles/2022/01/home-builders-predict-booming-2022
This is not a joke! Kudlow is right now calling this “Root canal without novacane”.
IMO, This gal is more delusional than both JB AND NP.
Notes released Wed. suggest a shift in Fed officials’ attitudes, and policy changes could soon induce interest rates, including mortgages, to move higher.
https://www.floridarealtors.org/news-media/news-articles/2022/01/fed-expect-interest-rate-hike-sooner-later