JPMorgan previews Q4 for mREITs
Seeking Alpha - at Seeking Alpha - Mon Feb 02, 11:16AM CST
NLY: 10.69 (+0.03), MFA: 7.89 (unch), MORT: 23.63 (-0.02), REM: 11.74 (+0.04), TWO: 10.27 (-0.03), AGNC: 21.95 (+0.21), WMC: 14.14 (+0.13), MORL: 19.93 (+0.09), AMTG: 15.76 (-0.07)
Income plays not spared in selloff
Seeking Alpha - at Seeking Alpha - Wed Jan 28, 3:05PM CST
NLY: 10.69 (+0.03), MORT: 23.63 (-0.02), ARR: 3.13 (unch), REM: 11.74 (+0.04), AGNC: 21.95 (+0.21), MBB: 109.88 (+0.03), HTS: 18.03 (+0.07), WMC: 14.14 (+0.13), MORL: 19.93 (+0.09), AMTG: 15.76 (-0.07)
KBW leaning bearish on mREITs, but Two Harbors is a pick
Seeking Alpha - at Seeking Alpha - Tue Jan 27, 9:09AM CST
MORT: 23.63 (-0.02), TWO: 10.27 (-0.03), REM: 11.74 (+0.04), MORL: 19.93 (+0.09)
MORL February Dividend Will Bring Yield To 25.8%, But Why Has Price Declined As Treasuries Held?
Lance Brofman - at Seeking Alpha - Mon Jan 26, 2:49PM CST
SNR: 17.09 (+0.17), NCT: 4.60 (+0.01), MORT: 23.63 (-0.02), ARR: 3.13 (unch), CYS: 8.78 (+0.04), AGNC: 21.95 (+0.21), MORL: 19.93 (+0.09), RAS: 7.38 (+0.06)
Mortgage REITs Will Continue Bright Performance As Interest Rates Will Remain Low
AH Research - at Seeking Alpha - Mon Jan 26, 1:08PM CST
NLY: 10.69 (+0.03), MORT: 23.63 (-0.02), AGNC: 21.95 (+0.21)
Mortgage bonds brace for refinance boom
Seeking Alpha - at Seeking Alpha - Wed Jan 14, 12:17PM CST
IVR: 15.33 (+0.01), MTGE: 18.33 (+0.01), AGNC: 21.95 (+0.21), DX: 8.34 (+0.01), MORL: 19.93 (+0.09), NLY: 10.69 (+0.03), ANH: 5.16 (+0.06), MORT: 23.63 (-0.02), ARR: 3.13 (unch), TWO: 10.27 (-0.03), REM: 11.74 (+0.04), WMC: 14.14 (+0.13), AMTG: 15.76 (-0.07)
This Week's Sizemore Insights: Looking For Income And Value In 2015
Charles Lewis Sizemore, CFA - at Seeking Alpha - Mon Jan 12, 2:29PM CST
In October, I wrote that mortgage REIT dividends had stabilized and that many were trading below book value . As we enter 2015 much the same way we entered 2014 -- with fears of rising rates and an overheated stock market -- I wanted to revisit the...
STWD: 24.24 (-0.10), NLY: 10.69 (+0.03), MORT: 23.63 (-0.02), TWO: 10.27 (-0.03), AGNC: 21.95 (+0.21), BDCS: 22.99 (+0.10)
Wells Fargo pulls the plug on mortgage REITs
Seeking Alpha - at Seeking Alpha - Mon Jan 12, 9:03AM CST
NLY: 10.69 (+0.03), MFA: 7.89 (unch), MITT: 18.52 (+0.08), MORT: 23.63 (-0.02), MTGE: 18.33 (+0.01), REM: 11.74 (+0.04), CYS: 8.78 (+0.04), AGNC: 21.95 (+0.21), CMO: 11.84 (+0.02), MORL: 19.93 (+0.09)
Reading Rates: MBA Application Survey - January 07, 2015
Sold At The Top - at Seeking Alpha - Thu Jan 08, 4:39AM CST
The Mortgage Bankers Association (MBA) publishes the results of a weekly applications survey that covers roughly 50 percent of all residential mortgage originations and tracks the average interest rate for 30 year and 15 year fixed rate mortgages...
MORT: 23.63 (-0.02), REM: 11.74 (+0.04), LMBS: 50.72 (+0.37), MORL: 19.93 (+0.09)
Valuation Update On Mortgage REITs And BDCs
Charles Lewis Sizemore, CFA - Seeking Alpha - Tue Jan 06, 3:38PM CST
In October, I wrote that mortgage REIT dividends had stabilized and that many were trading below book value . As we enter 2015 much the same way we entered 2014 – with fears of rising rates and an overheated stock market – I wanted to...
IVR: 15.33 (+0.01), STWD: 24.24 (-0.10), NLY: 10.69 (+0.03), MFA: 7.89 (unch), MORT: 23.63 (-0.02), CIM: 3.19 (unch), TWO: 10.27 (-0.03), CLNY: 24.43 (-0.24), AGNC: 21.95 (+0.21), NRZ: 13.11 (+0.08), BDCS: 22.99 (+0.10), NRF: 18.65 (+0.12)
Mortgage REIT not making much headway as rates plummet
Seeking Alpha - at Seeking Alpha - Tue Jan 06, 1:17PM CST
AGNC: 21.95 (+0.21), CYS: 8.78 (+0.04), IVZ: 39.52 (-0.06), HTS: 18.03 (+0.07), MORL: 19.93 (+0.09), NYMT: 7.75 (+0.05), NLY: 10.69 (+0.03), EARN: 16.28 (-0.05), MORT: 23.63 (-0.02), ARR: 3.13 (unch), REM: 11.74 (+0.04), WMC: 14.14 (+0.13), JMI: 9.02 (+0.08)
Real Estate, 2015 Outlook
Pater Tenebrarum - Seeking Alpha - Tue Jan 06, 9:31AM CST
By Ramsey Su A Picture of Stagnation No reason to sell. No reason to buy. That about sums it up. Unfortunately, that is about as optimistic a scenario as I can come up with, supported by equally optimistic growth expectations. In reality, the...
MORT: 23.63 (-0.02), REM: 11.74 (+0.04), LMBS: 50.72 (+0.37), MORL: 19.93 (+0.09)
5 Graphs For 2015: #5, Mortgage Refinancing
Hale Stewart - Seeking Alpha - Fri Jan 02, 1:37AM CST
B y New Deal democrat As we start a new year, I thought I would give you a short list of things to watch for in 2015. Here's number 5: interest rates and refinancing Interest rates are always important. They can be thought of as the ultimate...
MORT: 23.63 (-0.02), REM: 11.74 (+0.04), LMBS: 50.72 (+0.37), MORL: 19.93 (+0.09)
Mortgage REIT Income ETF announces monthly distribution of $0.458
Seeking Alpha - at Seeking Alpha - Mon Dec 29, 3:48PM CST
MORT: 23.63 (-0.02)
MORL January Dividend Will Result In A 24.7% Annualized Yield
Lance Brofman - at Seeking Alpha - Sun Dec 21, 9:52AM CST
NLY: 10.69 (+0.03), SNR: 17.09 (+0.17), NCT: 4.60 (+0.01), MORT: 23.63 (-0.02), CYS: 8.78 (+0.04), AGNC: 21.95 (+0.21), MORL: 19.93 (+0.09), RAS: 7.38 (+0.06)
Income favorites turn green
Seeking Alpha - at Seeking Alpha - Tue Dec 09, 11:57AM CST
IVR: 15.33 (+0.01), TCAP: 22.52 (+0.37), MTGE: 18.33 (+0.01), AGNC: 21.95 (+0.21), CYS: 8.78 (+0.04), HTS: 18.03 (+0.07), BDCS: 22.99 (+0.10), CMO: 11.84 (+0.02), MORL: 19.93 (+0.09), NLY: 10.69 (+0.03), BDCL: 21.37 (+0.33), ARCC: 16.85 (+0.01), FSC: 7.23 (+0.12), MORT: 23.63 (-0.02), ARR: 3.13 (unch), REM: 11.74 (+0.04), TWO: 10.27 (-0.03), BIZD: 18.34 (+0.14), FSIC: 9.49 (+0.03), PSEC: 8.67 (+0.07)
Mortgage REITs slip as rate expectations ratchet higher
Seeking Alpha - at Seeking Alpha - Fri Dec 05, 9:12AM CST
NLY: 10.69 (+0.03), MFA: 7.89 (unch), CIM: 3.19 (unch), MORT: 23.63 (-0.02), ARR: 3.13 (unch), REM: 11.74 (+0.04), AGNC: 21.95 (+0.21), WMC: 14.14 (+0.13), MORL: 19.93 (+0.09)
Major Asset Classes Nov. 2014 Performance Review
James Picerno - at Seeking Alpha - Mon Dec 01, 2:14PM CST
US equities (Russell 3000) took the lead with performance among the major asset classes in November, posting a solid 2.4% total return. US real estate investment trusts (REITs) were in close pursuit with a 2.0% advance, which builds on...
MORT: 23.63 (-0.02), REM: 11.74 (+0.04), EFA: 63.82 (+0.42), COMT: 41.61 (+0.43), LMBS: 50.72 (+0.37), MORL: 19.93 (+0.09), IWV: 125.09 (+0.58)
MORL December Dividend Higher - Annualized Yield 23.1%
Lance Brofman - at Seeking Alpha - Wed Nov 19, 8:20AM CST
MORT: 23.63 (-0.02), CEFL: 22.43 (+0.06), ARR: 3.13 (unch), CYS: 8.78 (+0.04), AGNC: 21.95 (+0.21), MORL: 19.93 (+0.09), NRF: 18.65 (+0.12)
REM And MORT: Mortgage REIT ETFs For Growth And Yield
Joseph P. Porter - Seeking Alpha - Thu Nov 06, 3:15PM CST
In my last article, 1 I presented five "select" ETFs from the real estate sector. Those ETFs offered the potential for good growth - with past performance better than 16% (annualized) - and also offered reasonable dividends in the range of...
MORT: 23.63 (-0.02), REM: 11.74 (+0.04)