RCA News and Press, Ready Capital Corporation 7.00% Convertible Senior Notes due 2023 From 04/28/22

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...

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...

We've got a great opportunity for investors to earn over 7% with low risk and a high probability of a dividend increase later this year. There are plenty of attractive opportunities in the sector now as share prices fell much harder than book value, for some REITs. There are a few...

We've got so many exciting developments in the sector, but we'll focus in on two of them. One is a mortgage REIT with a massive dividend yield reporting a huge drop in book value per share, which makes their dividend yield look even more doubtful. Another is a mortgage REIT tradin...

There are several options here for high dividend yields and the dividends are set to increase over the coming years as short-term rates increase. We share our most recent pick as it abruptly went on another sale. There's one option we really don't like. Comparing the future cash f...