IVR News and Press, INVESCO MORTGAGE CAPITAL INC From 05/03/22

Invesco Mortgage Capital (NYSE:IVR) is scheduled to announce Q1 earnings results on Wednesday, May 4th, after market close. The consensus EPS Estimate is $0.09 (-18.2% Y/Y) and the consensus Revenue Estimate is $46.39M (+11.3% Y/Y). Over the last 2 years, IVR has beaten EPS estimates 100% of ...

When shares trade at a 40% discount to book value, they should have substantial flaws. This REIT isn’t perfect, but it deserves a higher ratio. The 10% dividend yield pays investors to wait for the price to recover. We’ve traded these shares before, so we aren&#x...

We picked up a nice bargain in the mortgage REITs. How could we spot that it was undervalued? It sticks out on the charts. This is a big shift in our view on the common shares. We were bearish when the year started, but a plunging share price deserves a new rating. It's not An...

We picked up another new position in the common shares when the market went into a panic. A significant portion of the pain in the sector is warranted. April has been dreadful for several mortgage REITs, but there are plenty of gems in the rough. Q1 2022 was garbage also, so some ...

I am projecting AGNC will report a combined extremely notable unrealized loss on the company’s on-balance sheet MBS/investments for the first quarter of 2022 (mainly fixed-rate agency MBS). Generic 15- and 30-year fixed-rate agency MBS coupons had extremely notable price decrea...

We picked up two investments that carry excellent yields combined with some healthy upside in the share price. We also dropped one of our positions. Despite this being an extremely difficult period for high-yield investors, we earned over 11% in a little over a month. Why are so m...

We'll lock in another big dividend yield with a respectable amount of upside. These shares have underperformed recently, opening up a more attractive opportunity. As part of financing the trade, we're working on rebalancing the portfolio. We closed out one of our equity REIT posit...

Invesco Mortgage Capital Inc. To Announce First Quarter 2022 Results PR Newswire ATLANTA , April 21, 2022 /PRNewswire/ -- Invesco Mortgage Capital Inc. (NYSE: IVR) will announce its first quarter 2022 results Wednesday, May 4, 2022 after market close....

Yesterday, we were talking about one preferred share and highlighting a 13% yield that wasn’t a great deal. Today, we’re flipping the script by talking about one of the 12.5% dividend yielders that belong in your portfolio. This is one of the mortgage REITs I own. Sc...

This series projects AGNC’s income statement for the first quarter of 2022. These projections help readers understand how some of the fixed-rate agency mREIT sector performed (valuable insight). I’m projecting AGNC will report a modest increase in net spread income for t...