AAIC News and Press, Arlington Asset Investment Corp Class A (new) From 06/23/21

In our last public update on the sector, we wrote: “NLY’s share price is pushing the upper end of our target ranges as well”. It temporarily moved over that line, providing an opportunity for investors to capture their gains. If you’re not using price-t...

U.S. equity markets slid to their worst week since February after the Federal Reserve accelerated its "lift-off" plans in response to surging inflation, sparking a sell-off in economically sensitive assets. Snapping a three-week winning streak and retreating from record-highs set...

U.S. equity markets rallied to fresh record highs this past week as long-term interest rates retreated despite inflation data showing the highest annual rise in consumer prices in decades. A seemingly insatiable bid for Treasury Bonds - a counterintuitive trend that some analysts like...

U.S. equity markets flirted with fresh record-highs this week as concerns regarding economic "overheating" cooled after employment data showed that job growth fell short of expectations for the second straight month. Finishing on the cusp of fresh record-highs, the S&P 500 rallied...

NEWT's price is WAY above trailing book value. Hurray for the big Q2 2020 dividend, but this price isn't sustainable. NLY-G looks too expensive. Why would you buy NLY-G at $25.40 over NLY-I at $25.76? Won't pay over par? You still wouldn't want NLY-G. Stop arguing. CIM-C vs. CIM-D...

U.S. equity markets rallied this past week as long-term inflation expectations eased following a lukewarm slate of economic data and as massive new government spending programs face diminishing public support. Snapping a two-week skid, the S&P 500 rallied 1.2% on the week. Bitcoin...

ORC and ARR each have a dividend yield of 10% or higher, but that doesn’t mean prices are attractive. Investors focusing only on the dividend yield can miss the forest for the trees. The historical price-to-book ratios demonstrate that the REITs usually trade within a range...

Arlington Asset Investment Corp. Declares Second Quarter 2021 Dividends on Preferred Stock PR Newswire MCLEAN, Va. , May 27, 2021 /PRNewswire/ -- Arlington Asset Investment Corp. (NYSE: AAIC) (the "Company") today announced that its Board of Directors author...

Part 1 of this article compares NLY’s recent investment composition, leverage, hedging coverage ratio, quarterly BV, economic return, and current valuation to nineteen mREIT peers. Providing sector-wide metrics allow readers to better understand which mREIT companies will likel...

REITs recorded a sequential improvement across all critical metrics in Q1, powering a historic wave of dividend growth in early 2021. However, several harder-hit property sectors are far from fully-recovered. The Great Financial Crisis resulted in long-term, lasting pain for the real ...