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.
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Best Dividend Stocks for 2012 - Mortgage REITs 1 comment
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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StockTalks
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I an using a covered call with blanket put on Intel (INTC) to generate monthly income. Read more at http://bit.ly/p4QKGD/
Sep 23, 2011
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I think gold stocks are cheap compared to gold so I am going long GDX.
Feb 22, 2010
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I am still in cash from Feb 1 exit of ETFs & stocks. Still long UUP, SDS & short euro. I have puts on the SPY that have done well.
Feb 8, 2010
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