- Rising interest rates offer an accomodative long-term revenue tailwind for FNF, offsetting potential disruptions in the real estate market.
- There are no signs of real estate market cooling off. Rising wages and low unemployment rates still support demand, according to monthly data from FRED.
- Investors stand to profit from FNF's shareholder-friendly capital allocation policy, including a relativly safe dividend and a share buyback program.
- Strong property data suggest strong Q1 earnings, offering a catalyst for an upside stock correction.
For further details see:
Fidelity: Fed-Resistant 4% Investment-Grade Dividend