Dividend And Earnings PotentialWith the higher earnings estimates, there is potential for CIM to further increase the dividend, which should act as a catalyst to drive a higher price-to-book multiple.
Partnership OpportunitiesChimera's active pursuit of accretive opportunities and new partnerships, such as the acquisition of Palisades Asset Management, is viewed positively.
Strategic AcquisitionThe acquisition of HomeXpress Mortgage Corp. is seen as a strategic move into the growing non-QM origination market, which caters to non-traditional borrowers.