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Bearish ratings on mortgage REITs? Sure, we’ll go bearish on MITT and ORC. Price-to-book ratios are way too high compared to peers. Nothing wrong with ORC except the share price. Investors are getting blinded by the dividend, but they could get a better deal on similar REITs. ...
On 10/26/2020, AGNC reported results for the third quarter of 2020. AGNC reported comprehensive income of $732 million and a non-tangible BV as of 9/30/2020 of $16.84 per common share. In this article, I will discuss my previous account projections versus actual results. I will also d...
Mortgage REITs are putting on a massive rally over the last week or two. That’s great as several have been severely undervalued. It wasn’t that long ago that we had almost nothing but bullish ratings. Today, we have several lower ratings. Discounts to book value (or ...
U.S. equity markets climbed to record-highs this past week on positive trial results for a COVID-19 vaccine, a potentially major breakthrough hailed as a "great day for science and humanity." Adding to its 7% post-election surge, the S&P 500 gained 2.3% this past week to...
We were pretty bullish on TWO lately, but shares rallied into the neutral range. Shares of ORC outperformed to the extent they ended up in our bearish range. Discounts to book value (or NAV) are the start of your mortgage REIT analysis, but not the end. In this series weȁ...
AGNC hit earnings out of the park for the same reasons we predicted. Conditions are ideal for agency MBS and Q3 was not a one-hit wonder. With AGNC still trading at a discount, this 10% yield is a great opportunity. For further details see: AGNC: This 10% Yield Hit A Hom...
The REIT Wealth Builder portfolio has a 7.08% dividend yield which doubles REITs and is nearly 4X the S&P. This higher yield is supported by cash flows as the RWB portfolio has a 7.67% FFO yield. These hand-selected stocks are discounted to fundamental value which paves the wa...
NRZ-A has two sister shares, NRZ-B and NRZ-C. These shares should be viewed as interchangeable. The problem is not that NRZ-A is fundamentally unattractive. The shares have a stripped yield of 8.32%, a discount to call value, and a floating yield on price of 6.67%. Investors in NR...
NYMTN is put together a huge rally over the last 10 days. Shares rallied from a solid buy rating up into the neutral range. Despite being in the neutral range, they still offer investors quite a bit of upside. They just don’t offer quite as much as NYMTM. Investors can pick...
TWO-C was in our buy range quite recently, but not anymore. The shares can be appealing to investors because they offer a respectable stripped yield, a discount to call value, and have some call protection on the calendar. Those are all attractive traits, but the recent performanc...
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Two Harbors Investment Corp Company Name:
TWO Stock Symbol:
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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...