Real Estate Broker (problem solver) in the PNW for 21+ years. Former infosec podcaster & pro. Real estate & stock investor. Just opinions, not financial advice.
@HolySmokas Trying to figure out what I'm missing on $BBWI. Looks to me like dividend is safe for now but revenues seem to be on a steady slow decline for years.
@kylewhitegoat Iβm definitely not giving up. I have a decent bag of $SOFI but my expectations are muted. Iβm thinking like $25 this year and maybe we hit $50 next year or something.
@kylewhitegoat The problem is that the market doesnβt give the same valuations to different segments. Financials always trade at a huge discount compared to tech. Tech is around a 35 PE and banks are more like 13.
It will be interesting to see what Yieldmax funds do in the next bull market. Easy to call them trash right now when everything has been choppy. Iβve watched them go up just the same though. I wish they would hold back some of their options income and apply it to principal instead of maxing out the distribution.