- Broadmark is one of my favorite higher-yield positions - a small company, but a very proficient one with good returns and excellent management.
- The perspective that the current defaults will be weighing down on earnings and the dividends for a longer period of time is not one grounded in historical or current facts.
- I see BRMK growing from here, and while I maintain my position small, I do add to it.
- BRMK is a "BUY" below $10/share, and I'm adding. It's now 0.5% of my portfolio.
For further details see:
Broadmark Realty Capital: Underestimated By Market, I'm Buying More