Incoming Credit Crunch

This stock is down about 25% in the last 12 months, despite the rising dividend. It’s time to pull the trigger on this high quality equipment leasing business and capture this safe, 11% dividend.

Wednesday, May 17th, 2023

Chiswick, West London

We’ve set the dial on our portfolio to “maximum safety.”

Is this the wrong position? In our desire for safety, are we being too defensive? Is safety costi…