3.10.2023

Our current problem-child

The distance between top and bottom is not far. Not too long ago, NewtekOne, Inc. Common Stock (NEWT) was one of our most favorite holding.

After they decided to change business concentration and as a result were forced to reduce their dividend, development has been less fortunate.

A year ago, their stock price was just over $28 compared to today's price of barely $13. A comparison of the dividend over the same time period shows ¢65 compared to today's ¢18.

We still believe that the price will recover and with that in mind we have set a lower price where, despite our large holding, we will buy more shares. To then sell off the entire holding at our set target price.


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