15.3% Dividend Yield Makes This mREIT Attractive [View article]
Hi pinkrabbit, The two crucial numbers are book value per share; net interest margin. The balance sheet holdings (for AGNC) include implicit guaranteed GSE MBS, hedges, derivatives. They are levered and interest rate movement can be negative if it moves wickedly upward. TJ
15.3% Dividend Yield Makes This mREIT Attractive [View article]
Morning richbar, I'm looking for a personal "best entry price". Many investors don't care about the entry price. These are mREITs. They have a distinct, sector-based valuation: book value. Everything revolves around book value. TJ
15.3% Dividend Yield Makes This mREIT Attractive [View article]
Hi Pablo, management makes the call on non-agency/agency positioning. There is a limit of non agency paper - for Mr. Kain to accumulate. The management fee is based upon AUM. MTGE has been issuing secondaries when the market permits. TJ
15.3% Dividend Yield Makes This mREIT Attractive [View article]
Morning Pencil, yes. The council should report their findings next week. Most industry experts believe a change would require Congressional approval.
What is the least desirable outcome? The Council states mREITs are a source of market vulnerability - and the mREITs close up shop. They sell their GSE MBS. The GSE MBS have gone up in the mean time as the 10-year is at 1.73%.
15.3% Dividend Yield Makes This mREIT Attractive [View article]
Maybenot, it can last if deflation exists and rates stay in this zone. Deflation is a big negative to the economy, but wages are decreasing; unemployment increasing if we include those who stop looking. TJ
3 Healthcare REITs For Dividend Investors [View article]
Hi Trevose_Lion,
OHI is quality. At some point - these names are "over owned" and simply propped up by momo traders. In that case, an investor must decide if any action is necessary.
I have found that everyone is "buy and hold" investor until the stock starts going down fast-and-furious.
15.3% Dividend Yield Makes This mREIT Attractive [View article]
15.3% Dividend Yield Makes This mREIT Attractive [View article]
15.3% Dividend Yield Makes This mREIT Attractive [View article]
15.3% Dividend Yield Makes This mREIT Attractive [View article]
15.3% Dividend Yield Makes This mREIT Attractive [View article]
15.3% Dividend Yield Makes This mREIT Attractive [View article]
15.3% Dividend Yield Makes This mREIT Attractive [View article]
15.3% Dividend Yield Makes This mREIT Attractive [View article]
Here is a source of market vulnerability: usdebtclock.org
TJ
15.3% Dividend Yield Makes This mREIT Attractive [View article]
What is the least desirable outcome? The Council states mREITs are a source of market vulnerability - and the mREITs close up shop. They sell their GSE MBS. The GSE MBS have gone up in the mean time as the 10-year is at 1.73%.
Just political nonsense. TJ
15.3% Dividend Yield Makes This mREIT Attractive [View article]
15.3% Dividend Yield Makes This mREIT Attractive [View article]
3 Healthcare REITs For Dividend Investors [View article]
Winnebago Industries, Inc. (WGO) is 100% not my speed. I understand the rationale.
Many sectors (consumer staples, healthcare REITs) are becoming a bit silly in their valuations.
TJ
3 Healthcare REITs For Dividend Investors [View article]
OHI is quality. At some point - these names are "over owned" and simply propped up by momo traders. In that case, an investor must decide if any action is necessary.
I have found that everyone is "buy and hold" investor until the stock starts going down fast-and-furious.
Todd
Should Apple Buy Back Shares Or Increase Dividends? [View article]
Todd
Annaly: More Clues That Could Lead To A Dividend Hike [View article]
Regarded, a dividend hike would be enticing. Thanks for the informed article.
Todd