Previous 10 | Next 10 |
PMT and NRZ are both in our bullish range and in our portfolio. These REITs don’t just service mortgages, they also originate mortgages. As you may have heard, mortgage origination is a great business today. Discounts to book value (or NAV) are the start of your mortgage RE...
Two Harbors Investment (TWO) Q3 core EPS of 28 cents exceeds the average analyst estimate of 21 cents and compares with a core loss of 5 cents per share in Q2.Book value per share of $7.37 at Sept. 30, 2020, vs. $6.70 at June 30, 2020.Represents a 12.1% quarterly return on book value; ex...
Two Harbors Investment (TWO): Q3 GAAP EPS of $0.64.Revenue of $60.53M (+3.2% Y/Y) misses by $3.67M.Reported book value of $7.37 per common share, representing a 12.1% quarterly return on book value; excluding the $0.51 reversal of the previously accrued management agreement termination fee, q...
Mortgage REITs (mREITs) and in particular "agency" mREITs are one of the most undervalued sectors today. We explain why preferred stocks from "agency" mREITs are a very safe in the current environment. No "agency" mREITs have ever gone bankrupt. We make the case that "fixed-rate" ...
We just purchased shares in one of the worst performing mortgage REITs, and we’re excited to share that news. The discount to book value is staggering and is particularly rare among the residential mortgage REITs. Discounts to book value (or NAV) are the start of your mortg...
U.S. equity markets plunged by the most since March this week as a strong slate of economic data and corporate earnings was overwhelmed by pre-election jitters and amplified coronavirus concerns. A cascading wave of lockdowns across Europe rattled global equity markets while narrowing...
Risk is still high, but we’ve got quality mortgage REITs at substantial discount to book value. We don’t advocate going “all in,” but investors should be building positions. NLY, PMT and NYMT each demonstrate a substantial discount to book value. Each has o...
Did the rent get paid? We're at the halfway-point of another newsworthy REIT earnings season. Results thus far have been better-than-expected as dividend cuts have given way to dividend boosts. After 63 equity REITs and 32 mortgage REITs cut dividends in Q2, just three REITs have anno...
MFA faced a very tough 1Q environment and the experienced management team managed through the situation extremely well. MFA Financial sells at about 40% below its reported book value. Book value was scrubbed following the 1Q Mortgage REIT debacle and is thus a fair representation of a...
Q3 2020 is producing some strong results on mortgage REIT earnings. Core EPS, Net Interest Spread, and Net Interest Margins expanded significantly. When the latest wave of COVID-19 cases calms down, investors should be getting excited about earnings. Discounts to book value (or NA...
News, Short Squeeze, Breakout and More Instantly...
Two Harbors Investment Corp Company Name:
TWO Stock Symbol:
NYSE Market:
Two Harbors Investment Corp Website:
Two Harbors Investment Corp . (NYSE: TWO), an MSR + Agency RMBS real estate investment trust, announced today that it will release financial results for the quarter ended June 30, 2024 after market close on July 30, 2024. The company will host a conference call and live webcast to review ...
2024-06-07 07:15:04 ET UBS analyst issues BUY recommendation for TWO on June 7, 2024 05:37AM ET. The previous analyst recommendation was Neutral. TWO was trading at $12.87 at issue of the analyst recommendation. The overall analyst consensus : BUY. Current analyst re...
2024-06-03 14:28:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...