In short: The featured income idea — "a common-sense trade." The Series F preferreds yield ~9.2% (8.75% coupon, trading below par; priced January, ~10M shares, paid quarterly) with the full ~$5.2B common equity cushion below them. If the common only yields 10.6%, the prefs offer a much better risk-reward (internal risk score 2/5). Adding this coming week; available to all retail.
A "preferred" share is a hybrid that pays a fixed dividend and sits ahead of the regular stock if anything goes wrong. Rithm Capital is a diversified, profitable financial firm (mortgage servicing, which actually does better when rates rise, plus a property arm). Its Series F preferreds yield about 9.2% because they trade a bit below their $25 face value, and they pay every quarter.
Singh's "common-sense" point: the ordinary stock yields 10.6%, so for just 1.4% less you can own the preferred and have the entire $5.2 billion of common stock acting as a cushion beneath you before your dividend is ever at risk. He rates it a low-risk income idea (2 out of 5) and is adding it this week. It's available to any retail investor.
Full passage: premium transcript (PDF).
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.