AAIC News and Press, Arlington Asset Investment Corp Class A (new) From 02/13/21

U.S. equity markets rallied to all-time highs this past week, propelled by a historically strong slate of corporate earnings, encouraging coronavirus trends, and economic data showing muted inflationary pressure in early 2021. Adding to its nearly-5% rally in the prior week, ...

Buying preferred shares isn't hard. It's a great technique to find some attractive risk-adjusted returns though. Many investors don't get the trick to it. You want to buy before the price goes up. That way you can be in a positive unrealized total return. If you entered correctly,...

Arlington Asset Investment Corp. to Report Fourth Quarter and Full Year 2020 Financial Results PR Newswire MCLEAN, Va. , Feb. 10, 2021 /PRNewswire/ -- Arlington Asset Investment Corp. (NYSE: AAIC) (the "Company") announced today that the Company will release...

At Gator Capital Management, we are dedicated to the management of concentrated investment portfolios consisting of companies with proven profitability and dominant franchises. For the 4th quarter of 2020, the Fund outperformed both the Financials sector benchmark and the overall mark...

REITs often issue new shares to grow. The impact to existing shareholders depends on the valuation management can get for issuing shares. When DX recently issued shares, it was a textbook example of reading the environment. New issuance should be common for the mortgage REITs trad...

Arlington Asset Investment Corp. Declares First Quarter 2021 Dividends on Preferred Stock PR Newswire MCLEAN, Va. , Feb. 8, 2021 /PRNewswire/ -- Arlington Asset Investment Corp. (NYSE: AAIC) (the "Company") today announced that its Board of Directors authori...

Our largest position in the common shares of a mortgage REIT right now is CMO. We’re bullish on CMO and see the potential for shares to rally as they currently trade at an unusually large discount to book value. We’ve discussed CMO with readers before and we’v...

On 1/25/2021, AGNC reported results for the fourth quarter of 2020. AGNC reported comprehensive income of $660 million and a non-tangible BV as of 12/31/2020 of $17.69 per common share. In this article, I will discuss my previous account projections versus actual results. I will also ...

As predicted, IVR issues new shares. You can’t be surprised, we told you on 1/26/2021 that IVR should be looking to issue shares. Shares of IVR just closed at $4.01, which is about equal to management’s stated BV range for 1/31/2021 of $4.00 to $4.10. We remain beari...

Today we're focusing in on preferred share opportunities. Specifically, we like CMO-E, CIM-A, TWO-D, and TWO-E among the fixed-rate opportunities. Each offers a solid yield and still has a modest discount to call value. In this series, we’re providing readers with discounts...