AAIC News and Press, Arlington Asset Investment Corp Class A (new) From 12/14/20

Investors starting on the sector should begin by learning about some of the simpler mortgage REITs. Ones focused on agency MBS are usually simpler. We’ll bring out a high-risk pick with substantial upside today. GPMT is a commercial REIT with a price-to-estimated-book below .60...

Today we're going to focus on mortgage REITs investors already missed the boat on. These mortgage REITs have a few things in common. They rallied dramatically and deserve a neutral rating after the huge returns they gave shareholders. In this series we're providing readers with th...

New York Mortgage Trust was one of our strongest “Strong Buy” recommendations. After rallying 95%, it’s trading within the reasonable range. Since shares are no longer hilariously undervalued, we’ll go back to a neutral rating. In this series we’...

AAIC common shares are not investable at this time. Their baby bonds, however, seem like good value plays. It's easy to see why the market has discounted the bonds, but the risk is reasonable. The issues are most suitable for those with an appetite for junk bonds. ...

Arlington Asset Investment Corp. Declares Fourth Quarter 2020 Dividends on Preferred Stock MCLEAN, Va. , Dec. 3, 2020 /PRNewswire/ -- Arlington Asset Investment Corp. (NYSE: AAIC) (the "Company") today announced that its Board of Directors authorized a quarterly div...

We often focus on the mortgage REIT common shares in this series, but this time we’re going to emphasize the preferred shares. We provided readers recently with a fairly large article demonstrating the dramatic difference in the valuation of the AGNC preferred shares. Despi...

We can finally drop to a neutral outlook on ANH. Shares are up about 40% since late October. We're grateful for this opportunity to be right - again. We’re seeing far more REITs trading at reasonable valuations today. It was weird being stuck in a bullish stance on most of the ...

Arlington Asset Management faced headwinds before the pandemic hit. The mREIT has maintained its preferred share dividends throughout the crisis. I favor one preferred share issuance over the other. For further details see: Arlington Asset Management's Preferred Shares A...

Bearish ratings on mortgage REITs? Sure, we’ll go bearish on MITT and ORC. Price-to-book ratios are way too high compared to peers. Nothing wrong with ORC except the share price. Investors are getting blinded by the dividend, but they could get a better deal on similar REITs. ...

On 10/26/2020, AGNC reported results for the third quarter of 2020. AGNC reported comprehensive income of $732 million and a non-tangible BV as of 9/30/2020 of $16.84 per common share. In this article, I will discuss my previous account projections versus actual results. I will also d...