AAIC News and Press, Arlington Asset Investment Corp Class A (new) From 05/21/22

We take a look at the action in preferreds and baby bonds through the second week of May and highlight some of the key themes we are watching. Preferreds had a sixth down week in a row as the weakness driver passed from rising Treasury yields to now rising credit spreads. We respo...

These shares offer investors a significant dividend yield and a big discount to either net asset value or call value. Several of the preferred shares we’re including switch over to floating rates, which is set to drive yields higher. On the common shares we’re lookin...

Putting two REITs head to head, we can see a clear winner. One has barely delivered positive returns over the longer part of a decade as falling book value offset big dividends. The other drove book value up while paying out dividends, resulting in shareholders’ wealth doub...

U.S. equity markets declined for the sixth-straight week after hotter-than-expected inflation reports failed to show significant signs of easing and kept the "pedal to the metal" for Fed monetary tightening. Flirting with "bear-market" territory before paring its declines later in the...

We review CEF market valuation and performance through the first week of May and highlight recent market action. The CEF space had another tough week as Treasury yields keep marching higher. We discuss the impact of CEF leverage hedges and whether the funds that hold them can mode...

Arlington Asset Investment Corp. (AAIC) Q1 2022 Earnings Conference Call May 13, 2022 10:00 AM ET Company Participants Richard Konzmann – Chief Financial Officer Rock Tonkel – President and Chief Executive Officer John Murray – Portfolio Manager Conference Call Participan...

The following slide deck was published by Arlington Asset Investment Corp. in conjunction with their 2022 Q1 earnings call. For further details see: Arlington Asset Investment Corp. 2022 Q1 - Results - Earnings Call Presentation

Arlington Asset Investment press release (NYSE:AAIC): Q1 Non-GAAP EPS of $0.05. Net operating income of $3.7M (-1.6% Y/Y). The Company's book value was $6.19 per common share as of March 31, 2022 compared to $6.16 per common share as of December 31, 2021.  The Company's "at risk" le...

Arlington Asset Investment Corp. Reports First Quarter 2022 Financial Results PR Newswire MCLEAN, Va. , May 12, 2022 /PRNewswire/ -- Arlington Asset Investment Corp. (NYSE: AAIC) (the "Company" or " Arlington ") today reported financial results for the quarte...

5 big yields, all with upside. But I've got 1 more share to mention. With most of the earnings releases out, the charts are updated to show discounts to Q1 2022 book values. Some of these picks are extremely rare. We’re suggesting two shares I encouraged investors to dump f...