Greg Group's  Instablog

Greg Group
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MBA with extensive background in strategy and investing. Founder of investing company specializing in advanced option strategies and monthly income generation through covered calls and other investments.
My company:
Income Investing
My blog:
Get Rich - Stay Rich: Investing for Monthly Income
My book:
Get Rich - Stay Rich: Investing for Monthly Income
  • Best Dividend Stocks for 2012 - Mortgage REITs 1 comment
    Dec 21, 2011 9:21 PM | about stocks: CIM, CMO, CXS, CYS, NCT, NYMT, PMT, TWO

    Mortgage REITs Will Retain Attractive Returns in 2012:

    Prefer non-Agency: Heading into 2012 we think that the hybrid/non-Agency REITs generally offer more attractive value with the potential for more capital appreciation plus a more stable dividend outlook given the attractive reinvestment environment.

    TWO remains top pick: Against this framework Two Harbors remains our top pick among the mortgage REITs. The company has been opportunistically adding to its non-Agency position at incrementally accretive risk-adjusted yields. This combined with the Agency portfolio with favorable prepayment characteristics gives us confidence in the sustainability of the current 16.8% yield.

    See the full table of mortgage REITs.

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  • smarsh96
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    Comments (31) | Send Message
    what is "equity score summary" defined as ?
    22 Dec 2011, 09:51 AM Reply Like
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