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Cohen & Steers Limited Duration Preferred and Income Fund vs Independent Bank

This page compares COHEN & STEERS LIMITED DURAT and INDEPENDENT BANK CORP-MICH. It examines their business models, financial performance, and market context to help readers understand how each organis...

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Investment Analysis

Cohen & Steers Limited Duration Preferred and Income Fund

Pros

  • The fund offers a relatively high yield of around 7.33%, which is attractive compared to many preferred stock index funds.
  • Managed by Cohen & Steers Capital Management, it invests globally in fixed income across diverse financial sectors, providing portfolio diversification.
  • Utilises derivatives such as interest rate swaps to manage duration risk, potentially reducing interest rate sensitivity.

Considerations

  • The fund lacks traditional valuation metrics such as P/E ratio and earnings data, which can complicate fundamental analysis for investors.
  • Its beta of 0.74 indicates some market sensitivity, which could expose investors to risk during market downturns.
  • No analyst coverage or price targets are available, limiting transparency and insight into market expectations.
Independent Bank

Pros

  • Independent Bank Corp operates with a focus on community banking, which can support strong local customer relationships and stable deposit growth.
  • The bank has shown resilience with a relatively solid balance sheet and conservative lending practices, limiting credit risk exposure.
  • Benefiting from a rising interest rate environment, which can enhance net interest margin and overall profitability.

Considerations

  • As a regional bank, it faces competitive pressure from larger national banks and fintech disruptors, potentially limiting growth.
  • Exposure to cyclical economic conditions can impact loan demand and credit quality, increasing earnings volatility.
  • Regulatory and compliance costs remain elevated for regional banks, which can weigh on net income and operational efficiency.

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