Bill Harris, CFA
Atrium Mortgages
AI-T
PAST TOP PICK
Jul 10, 2025
(A Top Pick Mar 11/24, Up 14%)
More conservative than TF, and he owns both. Core position. Nice dividend. Not trying to shoot the lights out, just want to collect the income and reinvest.
It is in the short term mortgage lending business, mostly residential. It is trading at a slight discount to NAV with an 8% yield. It is not widely followed. Buy 2 Hold 0 Sell 0
More conservative than TF, and he owns both. Core position. Nice dividend. Not trying to shoot the lights out, just want to collect the income and reinvest.