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CompareDuring the last NRZ collapse we had a forced selling of some quantity of the NRZ investment portfolio. This action deleted some anticipated NII revenue projections. It also delivered lower than previous NAV prices on sold items. Perhaps with the current $ 1.5 B cash balance NRZ can navigate the situation without any repercussion for the current dividend.?? I have no clue. my exposure to NRZ is a reasonable small one. As the MSR holding size inclusive with the overall NRZ portfolio, my thought has them still residing in a strong position. While the rather harsh share price action tends to challenge this thesis. Best Rgds; R |
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Msg # | Subject | Author | Recs | Date Posted |
5181 | Re: Compare | LoanRanger | 2 | 6/15/2022 4:41:27 PM |