Entry15.03→Now15.08
Floating-rate loan book should gain from higher rates Open original source
STWD Starwood Property Trust Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
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21:48
Sep 16
Sep 16
Floating-rate book benefits from higher rates
The author bought STWD ahead of a Fed meeting, arguing its floating-rate loan book means higher rates lift revenue, income and margin. The Fed hiked, but STWD fell with the rest of the market anyway. The stated risk is that macro market weakness can negate the rate-driven fundamental tailwind.
HIGH
20:18
Sep 16
Sep 16
Floating-rate loan book should gain from higher rates
The author bought STWD on the same thesis as ARCC: floating-rate client loans mean higher rates should lift revenue. The stock nonetheless dumped when rates rose, which the author treats as a market anomaly rather than a thesis failure. No specific catalyst or horizon is provided.
HIGH
11:43
May 02
May 02
Reports Starwood Property Trust and BlackRock are going short the market as liquidity crunch.
Reports Starwood Property Trust and BlackRock are going short the market as liquidity crunch deepens in real estate.
LOW
About STWD Investor Commentary
Across the available history and selected sources, Buzzberg tracks STWD (Starwood Property Trust) across 3 sources: 2 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4 total trade ideas tracked. Past 7 days, before deduplication: 2 bullish. Latest voices: u/SteakEater137, Chris Whalen, SeekingAlpha.