Market's view on Duke Capital
Published on April 2024
- The dividend from the company is appreciated for its consistency, making the stock a tempting buy.
- Positive sentiment towards the growth potential of New Path, particularly due to its 15% equity stake and its involvement in the fire & security sector which benefits from regular, mandatory inspections.
- Discussion on Tristone Healthcare’s financials, with views split on its profitability and the strategy of buy-and-build.
- Observations made on the company’s reliable income stream and progress, alongside expectations of benefit from potential lower interest rates.
- Comments on two successful exits, specifically Fairmed and Fabrikat, highlighting their high internal rate of return (IRR) which suggests effective investment strategies.
- The dividend yield is highlighted as being attractive, especially in comparison to the current rate of inflation, enhancing its appeal for regular income through dividends.
- Mixed reactions to the company’s share price movements on ex-dividend day, with some finding the price action unusual.
- Some dissatisfaction expressed regarding the overall capital gains and the recent performance of the stock, despite a good dividend yield.