Ellington Financial: Difficult To See Much Upside

Core Viewpoint - Ellington Financial (NYSE: EFC) is a mortgage REIT that is being revisited for analysis due to the impacts of President Trump's tariff policy and potential interest rate changes [1] Company Analysis - The company was rated a hold back in March, indicating a cautious approach towards its investment potential [1] - The analysis is based on value investing principles, an owner's mindset, and a long-term investment horizon [1] Investment Strategy - The analyst does not engage in writing sell articles, as they are considered short theses, and does not recommend shorting stocks [1]