Armada Hoffler: No Stress, Management Knows What It's Doing

• click to rate

  Posted by Two Blokes Thu at 6:45 AM - Filed in Stock - 1 view
  
  I acknowledge investor frustration over Armada Hoffler's dividend cut and stock decline, but emphasize the underlying cash flow remains intact. The market overreacted to the dividend cut, ignoring that per-share earnings were simply being allocated differently, not destroyed. While trust, leverage, and dividend coverage are flagged as risks, I argue these concerns are overstated and explain why.