IVR News and Press, INVESCO MORTGAGE CAPITAL INC From 07/20/22

This series projects AGNC’s income statement for the second 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 decrease in net spread income for Q2 2022...

When the market screws up pricing between the preferred shares, it creates an easy opportunity to grow wealth. Some investors are going to fret on the sidelines wondering if they really want to own anything other than cash during an inflationary period. We see so many great opport...

U.S. equity markets posted solid gains this past week as decent employment data eased concerns over a "hard landing"- for the U.S. economy at least- sparking a bid for risk assets. Recording just its third weekly gain in the past fourteen weeks, the S&P 500 advanced 1.9% on the we...

Gainers: Seritage Growth Properties ( SRG ) +75%, Marathon Digital ( MARA ) +23%, loanDepot ( LDI ) +9%, Zhong Yang Financial ( TOP ) +8%, Hut 8 Mining ( HUT ) +8% . Losers: Upstart ( UPST ) -21%, Invesco Mortgage Capital ( ...

Money died. P/E ratios are unreliable. If you want to use earnings, you better be right about your estimates. Without sufficient asset values, earnings falter. In this example, it took about 2 months for earnings estimates to reflect the carnage. Bagholders paid the price ...

2 of these picks come directly from my portfolio. Discounts to book value this large have historically been a sign of big gains for new buyers. Large discounts to book value are enabling higher dividend yield as the company’s equity value is much higher than share prices. ...

I own shares in each of these picks. One of these shares was severely overvalued for a long time, but it suddenly plunged. We loaded up this one just last week. The big discount to face value gives investors a higher yield and a significant amount of upside. Thinking higher Tr...

Following their best week of the year, U.S. equity markets were again under pressure this week while global benchmark interest rates retreated sharply as recession concerns sparked a bid for bonds. Capping off its worst first-half performance since 1970, the S&P 500 retreated 2.3%...

IVR’s dividend yield has historically been exceptionally high, supported by its earnings, and seems sustainable. IVR’s total return was in the range of 15 to 20 percent, despite a huge price loss. Interest rate hikes may be beneficial for IVR due to an increase in sp...

This article compares NLY’s recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 19 mREIT peers. This article also discusses NLY’s dividend decrease for the second quarter of 2019 and 2020 and projects NLY’s dividend s...