The mortgage trust also has significant upside to interest rates, which is becoming a bigger issue for investors now that the central bank has delivered two massive 75-basis-point dividend hikes in the last two months.īlack Mortgage is an appealing passive income investment due to the passive income and ongoing strength in originations. ( NYSE: BXMT) is a well-managed real estate finance company that pays a consistent dividend that is fully covered by distributable earnings. The Motley Fool, Fool, and the Fool logo are registered trademarks of The Motley Fool Holdings Inc.Blackstone Mortgage Trust, Inc. Registered Office: 5 New Street Square, London EC4A 3TW. We publish information, opinion and commentary about consumer credit products, loans, mortgages, insurance, savings and investment products and services, including those of our affiliate partners. The Motley Fool Ltd is an appointed representative of Richdale Brokers & Financial Services Ltd who are authorised and regulated by the Financial Conduct Authority (FCA) (FRN: 422737). Any performance statistics that do not adjust for exchange rate changes are likely to result in an inaccurate portrayal of real returns for sterling-based investors.įool and The Motley Fool are both trading names of The Motley Fool Ltd. Exchange rate charges may adversely affect the value of shares in sterling terms, and you could lose money in sterling even if the stock price rises in the currency of origin. They may have other tax implications, and may not provide the same, or any, regulatory protection. Stocks listed on overseas exchanges may be subject to additional dealing and exchange rate charges, administrative costs, withholding taxes and different accounting and reporting standards. You should not invest any money you cannot afford to lose, and you should not rely on any dividend income to meet your living expenses. The value of stocks, shares and any dividend income may fall as well as rise and is not guaranteed, so you may get back less than you invested. No liability is accepted by the author, The Motley Fool Ltd or Richdale Brokers and Financial Services Ltd for any loss or detriment experienced by any individual from any decision, whether consequent to, or in any way related to the content provided by The Motley Fool Ltd the provision of which is an unregulated activity. If you require any personal advice or recommendations, please speak to an independent qualified financial adviser. No content should be relied upon as constituting personal advice or a personal recommendation, when making your decisions. The content provided has not taken into account the particular circumstances of any specific individual or group of individuals and does not constitute personal advice or a personal recommendation. Any opinions expressed are the opinions of the authors only. We have taken reasonable steps to ensure that any information provided by The Motley Fool Ltd, is accurate at the time of publishing.
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I’m considering adding it to my portfolio after Barclays when I have some more free cash. Ultimately, the stock does appear to be good value even with the recent jump. This could provide a catalyst to grow market share in the future. Yet given the performance last year, the company has good cash position that it can make use of for long-term growth via investments. I expect energy prices to come back under control, and could fall off sharply in certain situations (such as peace in Ukraine/easing tensions with Russia). One concern I have is whether this kind of performance can be replicated going forward.
The 2022 figure excludes the value of disposed Spirit Energy assets. This contrasts to the 2021 figure of £392m. To put this in perspective, the preliminary 2022 results showed an adjusted operating profit of £2,823m. Why has the business been doing so well? The company pointed to “strong gas production and energy generation against a backdrop of higher commodity prices and strong management of increased commodity volatility”. In contrast to Barclays, Centrica shares recently touched 52-week highs.
The stock has risen by 32% over the past year. With a P/E ratio of 5.12, Centrica ( LSE:CNA) is also potentially undervalued. Senior leadership needs to get a grip on risk management when it comes to this area. One risk I’m aware of is the trading division, which had a costly blunder worth several hundred million dollars in the last quarterly update. I’m just waiting to see if there’s any further short-term weakness in the next week or so. I’m very interested in picking up some Barclays shares over the coming month. The bank is diversified by generating revenue from a host of sources, ranging from retail customers to corporate clients and institutional funds. To be clear, I don’t agree with the market-induced sell-off in big banks, particularly Barclays.
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