Previous 10 | Next 10 |
We took gains on part of our largest position. We often hold large positions in AGNC preferred shares and went overweight with purchases on 8/7/2020 and 11/5/2020. We reduced the exposure and began picking up some other shares like TWO-E. The preferred shares from mortgage REITs c...
While many high-yield opportunities provide more risk than return, there are exceptions. The preferred shares from mortgage REITs can offer great opportunities. When prices get inefficient, we get nice opportunities. We recently added to our position in NYMTM. This is a high-risk ...
Investors frequently have questions about ex-dividend dates. This should be one of the simplest parts of investing, yet investors are often starved for information. When we look at mortgage REITs (where yields are very high), the ex-dividend dates matter even more. When we dis...
Part 1 of this article compares NLY’s recent investment composition, leverage, hedging coverage ratio, quarterly BV, economic return, and current valuation to twenty mREIT peers. Providing sector-wide metrics allows readers to better understand which mREIT companies will likely...
Want to avoid picking a mortgage REIT that’s carrying more risk than peers at a higher valuation? Simple solution: Stay bearish on MITT. Many peers offer better risk/reward ratios. In this series we’re providing readers with the discounts to trailing book values thro...
U.S. equity markets finished flat on the Christmas-shortened week as relief over the passage of the long-delayed fiscal stimulus package through Congress was offset by threats of a Presidential veto. Finishing the week within 1% of record-highs, the S&P 500 ended fractionally high...
PMT has substantial exposure to mortgage production. That’s been a positive factor for them during a period of high production. Investors used to like that about PMT, then became disappointed when the company only released exceptional results. Expectations were out of control. ...
Investors starting on the sector should begin by learning about some of the simpler mortgage REITs. Ones focused on agency MBS are usually simpler. We’ll bring out a high-risk pick with substantial upside today. GPMT is a commercial REIT with a price-to-estimated-book below .60...
Today we're going to focus on mortgage REITs investors already missed the boat on. These mortgage REITs have a few things in common. They rallied dramatically and deserve a neutral rating after the huge returns they gave shareholders. In this series we're providing readers with th...
New York Mortgage Trust was one of our strongest “Strong Buy” recommendations. After rallying 95%, it’s trading within the reasonable range. Since shares are no longer hilariously undervalued, we’ll go back to a neutral rating. In this series we’...
News, Short Squeeze, Breakout and More Instantly...
Arlington Asset Investment Corp 6.625% Notes due 2023 Company Name:
AIW Stock Symbol:
NYSE Market:
Arlington Asset Investment Corp 6.625% Notes due 2023 Website: