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Bear Fight

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  • Bullish On Hybrid mREIT MFA Financial [View article]
    Just because a REIT like nly is focused on fixed does not mean they will automatically get steamrolled. Need to think about the rate hedges they have purchased.
    Apr 13 02:49 PM | 0 Likes Like |Link to Comment
  • Bullish On Hybrid mREIT MFA Financial [View article]
    Hts is agency focused. For agency I like nly best. But think investors should hold a diversified portfolio. These guys all have different strategies.
    Apr 13 01:57 PM | 0 Likes Like |Link to Comment
  • American Capital Agency: A Booming Big Dividend REIT [View article]
    My two favorite picks are MFA (non agency) and NLY (agency).
    Apr 12 10:50 PM | 0 Likes Like |Link to Comment
  • 5 Dividend Retirement Stocks [View article]
    Thank you.
    Apr 12 12:14 PM | 0 Likes Like |Link to Comment
  • Annaly: Monster Dividend In Danger Of An Imminent Cut [View article]
    I disagree with the statements here. The yld curve is still attractive. These reits will do well until there is a sustained recovery.
    Apr 12 09:13 AM | 2 Likes Like |Link to Comment
  • 5 REITs To Profit From In A Highly Volatile Market [View article]
    I like NLY and MFA. But own AGNC and TWO as well.

    http://seekingalpha.co...
    Apr 11 04:37 PM | 0 Likes Like |Link to Comment
  • Sell In May And Go Away? No. Buy In May And Sell Away [View article]
    I am leaning towards lightening up. http://seekingalpha.co...
    Apr 10 07:19 PM | 1 Like Like |Link to Comment
  • 2 Strong REITs To Consider, 2 To Avoid [View article]
    I think investors should own a diversified portfolio of these M REITs. I like NLY and MFA.

    http://seekingalpha.co...
    Apr 10 04:50 PM | 0 Likes Like |Link to Comment
  • Mortgage REITs: A Tactical Approach To Investing [View article]
    NLY and MFA have operated for almost 2 decades and management has shown an ability to manage through cycles.

    http://seekingalpha.co...
    Apr 10 03:12 PM | 2 Likes Like |Link to Comment
  • Mortgage REIT ETFs - Is There A Difference? [View article]
    I think a diversified portfolio of M REITs is the way to go, but I rather pick my managers. http://seekingalpha.co...
    Apr 9 07:26 PM | 1 Like Like |Link to Comment
  • Annaly: Do You Believe In Magic? [View article]
    I hold a diversified pool of REITs. Annaly management has proven an ability to manage multiple interest rate cycles. Magic doesnt last 14 years.

    http://seekingalpha.co...
    Apr 9 09:08 AM | 2 Likes Like |Link to Comment
  • Build A Habit Forming Dividend Strategy With These 7 Retail REITs [View article]
    Investors interesting in high dividend mortgage REITs should consider a diversified portfolio of agency and non agency REITs. http://seekingalpha.co...
    Apr 9 08:47 AM | 0 Likes Like |Link to Comment
  • Buying Mortgage REITs On The Pullback [View article]
    Not necessarily a particular reason any specific names have been left off. But when I look at these M REITs I am looking for management teams that have operated successfully over a number of years. In addition, I prefer internally managed (e.g. MFA). Reviewing the specific strategy (AGNC / TWO - low balance strategy) is also important. Most of these trade around book so the managers and strategy are the most important factor.
    Apr 8 06:44 PM | 2 Likes Like |Link to Comment
  • Private Equity That's Publicly Traded [View article]
    Investors looking for yield should take a look at M Reits. http://seekingalpha.co...
    Apr 8 03:18 PM | 1 Like Like |Link to Comment
  • Buying Mortgage REITs On The Pullback [View article]
    For non agencies I like MFA (internally managed) and good strong track record. TWO has an interesting strategy with the types of securities they are buying (low balance, reverse mortgages, etc).
    Apr 8 03:16 PM | 0 Likes Like |Link to Comment
COMMENTS STATS
107 Comments
52 Likes