TWO News and Press, Two Harbors Investment Corp From 03/01/22

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’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...

Two Harbors Investment Corp . (NYSE: TWO), an Agency + MSR mortgage real estate investment trust, today announced that its 2022 Annual Meeting of Stockholders will be held virtually on May 18, 2022, beginning at 10 a.m. Eastern Time. Stockholders can attend the virtual annua...

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...

We take a look at the action in preferreds and baby bonds through the second week of February and highlight some of the key themes we are watching. The sell-off in the preferreds market has accelerated in February which has now delivered worse performance than all of January. The ...

Twilio (NYSE:TWLO) shares fell sharply on Thursday, losing ground on heavier than normal volume. Shortly after 3 p.m. EST, Twilio fell nearly 9% to to $170.35 as more than 5 million shares changed hands. For comparison purposes, the average daily volume is just over 3.3 million shar...

The following slide deck was published by Two Harbors Investment Corp. in conjunction with their 2021 Q4 earnings call. For further details see: Two Harbors Investment Corp. 2021 Q4 - Results - Earnings Call Presentation

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...

U.S. equity markets declined on another volatile week as red-hot inflation data and amplified tensions on the Russia/Ukraine border reversed early-week gains while data showed consumer confidence dipping to decade-lows. Ending the week with a volatile two-day skid, the S&P 500 fin...