TWO News and Press, Two Harbors Investment Corp From 05/09/22

The sector got smacked along with the rest of the market. Mortgage REIT fundamentals aren't tied so closely to the rest of the market and there are some great opportunities. I'll highlight 9 good picks in this article. There are a few landmines left in the sector, so investors...

U.S. equity markets declined for a fifth-straight week - the worst losing streak since 2012 - after the Federal Reserve delivered a double rate-hike that flared intense volatility but didn't ease stagflation worries. Off to its worst start to a year since 1939, the S&P 500 decline...

The following slide deck was published by Two Harbors Investment Corp. in conjunction with their 2022 Q1 earnings call. For further details see: Two Harbors Investment Corp. 2022 Q1 - Results - Earnings Call Presentation

Image source: The Motley Fool. Two Harbors Investment (NYSE: TWO) Q1 2022 Earnings Call May 05, 2022 , 9:00 a.m. ET Operator Continue reading For further details see: Two Harbors Investment (TWO) Q1 2022 Earnings Call Transcript

Two Harbors Investment Corp. (TWO) Q1 2022 Results Conference Call May 05, 2022 09:00 AM ET Company Participants Paulina Sims - Head, IR Bill Greenberg - President, Chief Executive Officer and Chief Investment Officer Mary Riskey - Chief Financial Officer Conference Call Participants Rick Sha...

Two Harbors Investment (NYSE:TWO) Q1 earnings missed the consensus estimate on Wednesday after repricing across the rates markets as the Federal Reserve started increasing rates and prepared for quantitative tightening made for a difficult scenario for the mortgage REIT. "Our portfolio perfor...

Two Harbors Investment press release (NYSE:TWO): Q1 Non-GAAP EPS of $0.18 misses by $0.02. Revenue of $22.53M (-32.5% Y/Y) misses by $4.89M. Reported book value of $5.53 per common share, representing a (2.9)% quarterly return on book value Grew MSR portfolio with the acquisition of $37.2 bil...

Hedge Benefits of MSR Offset Historic Spread Widening in RMBS During Volatile Quarter Two Harbors Investment Corp. (NYSE: TWO), an Agency + MSR mortgage real estate investment trust (REIT), today announced its financial results for the quarter ended March 31, 2022. Q...

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...