Q: what is your opinion on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Q: your thoughts on LAZ right now.
Is it in the same boat as the other banks?
Outlook?
Is it in the same boat as the other banks?
Outlook?
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Leggett & Platt Incorporated (LEG $9.57)
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goeasy Ltd. (GSY $170.20)
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Lazard Inc. (LAZ $49.80)
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Avista Corporation (AVA $38.15)
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OneMain Holdings Inc. (OMF $59.37)
Q: In a response a couple of weeks ago you briefly compared GSY and OMF. You indicated that you "consider these two solid for those interested in playing the debt theme". Do you feel any differently now.?
Since neither company rely on customer deposits, is there any reason why OMF has fallen so much more in the last week other than being in the financial business in the US?
How much has the risk changed for investors, compared to GSY? With the big drop in price and corresponding rise in yield (11.8%) do you see OMF more compelling to start a position mostly for income and some growth?
Lastly, which other high quality small to mid size US companies in other sectors would you consider if the goal was mostly income?
Since neither company rely on customer deposits, is there any reason why OMF has fallen so much more in the last week other than being in the financial business in the US?
How much has the risk changed for investors, compared to GSY? With the big drop in price and corresponding rise in yield (11.8%) do you see OMF more compelling to start a position mostly for income and some growth?
Lastly, which other high quality small to mid size US companies in other sectors would you consider if the goal was mostly income?