" Über sieben Brücken musst du gehen .., sieben mal werden wir die Asche sein... , ... doch dann
werden wir die Sieger sein !
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...Earning Call Q2
We already have $65 billionscheduled to board over the second half of the year. These transfers, along with other normal market transactions, will help achieve our targeted growth to $533 billion by the end of the year. In addition, the opportunities for further growth are significant for both MSRs and subservicing. We believe our capabilities to capture these opportunities are unmatched, and we will maintain the same discipline in evaluating them as we have historically.
[...]
No, I think it's really just consistent as they are now. We're not really assuming that rates are going lower that prepayment fees are going lower. We're just kind of assuming that it's going to maintain throughout the rest of the year, Bose. I think the real way to think about servicing is, we have $65 billion in additional portfolios like down for the rest of the year.
We think $50 billion of that will come in the third quarter and, call it, $15 billion of that in the fourth. And that will be a mix of both subservicing and MSR. And so we feel great about the ability to continue to grow the portfolio, and that's really what's going to continue to drive kind of the overall profitability. And then, I think we still see, as we have talked abou a lot, runway on the expense side with the launch of Project Tighten with some other things that we have done to tighten down losses, etc.
[...]
Sure. If you look at Q2, we boarded $20 billion. Of that, $14 billion was MSRs, $6 billion was subservicing. And looking at the $65 billion that we've already got scheduled to board over the second half, it's around $35 billion subservicing, $30 billion MSRs.
www.fool.com/earnings/call-transcripts/...ings-conferenc.aspx
Also in Q3 kommen ca. $50 Milliarden zusätzliche MSRs/subservicing, und im Q4 rechnen sie noch mal mit $15 Milliarden an MSR/subservicing.
Da hat sich nun eine schöne Inverse SKS Formation mit der orangen Linie als Nackenlinie ausgebildet
learn.tradimo.com/...inverse-schulter-kopf-schulter-formation
www.tradercampus.de/technische-analyse/...f-schulter-formation
Wie immer, nur die Meinung eines Hobbychartisten, und keinerlei Handelsaufforderung, für niemanden, schon gar nicht für richierichornot/oitzuki1!
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