RE:RE:Over the wall Very salient thoughts.
with the likelihood of rate cuts in 2H/24 and 2025, you want to be long interest sensitive stocks with earnings momentum and some secular tailwinds. Sia traded at an average div yield of 5.5 percent pre Covid for years . Risk free was much lower so silly to assume it gets back there. But 6.5 percent dividend yield would suggest a nice cap gain from here along with the monthly income
GLTA