AIC News and Press, Arlington Asset Investment Corp 6.750% Notes due 2025 From 03/04/22

These are five undervalued opportunities which also happen to have high yields. We’re picking them based on fundamental valuation, not because the yield hit double digits. Dividend yield by itself is not fundamental valuation, no matter what somebody who got crushed by the ...

We just increased our position to get a big dividend yield and healthy upside in the share price. Shares have rarely been this cheap. They often trade in a very tight range. Since the fundamentals remain solid, we expect the share price to recover, giving us an attractive combinat...

We take a look at the hybrid mortgage REIT preferreds sector as Q4 earnings are beginning to come through. Hybrid mREITs have maintained a more stable book value profile over the last few quarters while many agency mREITs have seen double-digit declines. The sub-sector has outperf...

We take a look at the action in preferreds and baby bonds through the third week of February and highlight some of the key themes we are watching. Preferreds were pretty flat for the third week, supported by the stability of longer-term yields. Given the weakness across some indiv...

We’re highlighting our latest big dividend yield purchase and one of our largest high yield positions. Both offer investors an excellent yield with the potential for dividend increases. After so many months of having few opportunities worth writing about, we’re swimm...

Prices plunged. It wasn’t a surprise. Investors were overpaying and got spanked. Some mortgage REITs are trading at bargain prices now, but beware the fool’s yield. For further details see: Why Mortgage REITs Got Crushed

There are some great opportunities in the securities we cover. It took several months for these opportunities to open up, but they are finally available again. If only investors had the stomach to buy when others are scared. Thankfully, some of the shares remain less attractive. I...

The probability of a mistake from the Federal Reserve increased. Rather than relying on market prices, the Federal Reserve relies on the prices that were paid. Seems reasonable, but the prices paid could be under old contracts. By ignoring clear signs about changes in market price...

As the market tumbles, high yielding preferred shares are going on sale. Some of these shares are usually quite stable, so these sales are rare. We’ve shifted from having almost zero bullish ratings in the sector to more than half bullish outlooks. We’re sharing ...

History demonstrates that these shares go on sale when investors are worried about how quickly interest rates are changing. Prices have been higher even when interest rates were higher. It’s all about the speed. Friday’s close saw some opportunities going from good t...