Rithm: The 9% Yield Is Still Dirt Cheap
Portfolio Pulse from
Rithm Capital's stock has underperformed despite a strong S&P 500 performance. Its 9% dividend yield attracted investors at November lows amid expectations of prolonged high interest rates. The potential return of the Trump administration could boost Rithm's MSR portfolio due to inflationary effects.
December 03, 2024 | 3:45 pm
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POSITIVE IMPACT
Rithm Capital's 9% dividend yield is drawing investor interest despite recent underperformance. The potential return of the Trump administration could positively impact its MSR portfolio due to inflationary pressures.
Rithm Capital's high dividend yield is appealing to investors, especially with the prospect of prolonged high interest rates. The potential return of the Trump administration is seen as inflationary, which could enhance the value of Rithm's MSR portfolio, making the stock more attractive.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100