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HEADLINES:

Replace Agency Capital After Dismal Earnings? What I'm Doing With The Stock Now
Christopher F. Davis • Thu, May 16 • 32 Comments
After Dismal Earnings, 3 Hybrid REITs I Am Considering To Replace American Capital
Christopher F. Davis • Mon, May 13 • 49 Comments
mREITs During Q1: More Bad News, But A Few Winners Emerge
T. C. • Mon, May 13 • 52 Comments
10 Top Real Estate Dogs Run Down 14.3% To 24.4% Gains In April
Fredrik Arnold • Mon, May 13 • 6 Comments
Apollo Global Management: Past And Present Lead To A Promising Future
Richard Tarjeft • Fri, May 10 • 3 Comments
Apollo Residential Mortgage's CEO Discusses Q1 2013 Results - Earnings Call Transcript
Tue, May 7
Apollo Residential Mortgage, Inc. Reports First Quarter 2013 Financial Results

Marketwire (May 6, 2013)
Apollo Residential Mortgage, Inc. to Present at JMP Securities Research Conference

Marketwire (May 6, 2013)
Apollo Residential Mortgage, Inc. Announces Dates for First Quarter 2013 Earnings Release and Conference Call

Marketwire (Apr 16, 2013)
Best mREITs As Mortgage Rates Rise
T. C. • Wed, Apr 3 • 20 Comments
Apollo Residential Mortgage: A High-Risk, High-Reward Way To Play The Recovery In Housing Prices
Albert Alfonso • Thu, Mar 28 • 1 Comment
Dynex Capital: A Conservative mREIT With An 11% Yield
Albert Alfonso • Thu, Mar 28 • 12 Comments
Apollo Residential Mortgage Is In A Sweet Spot At 3.4% Discount To Book
Dividend Living • Wed, Mar 27 • 4 Comments
6 mREITs With Buy Or Better Analyst Recommendations And 21% Potential Return
Equity Whisper • Tue, Mar 26 • 8 Comments
3 Less Known mREITs With Strong Momentum
Efsinvestment • Thu, Mar 21 • 12 Comments
Apollo Residential Mortgage, Inc. Declares First Quarter 2013 Dividends on Shares of Preferred and Common Stock

Marketwire (Mar 18, 2013)
Your Hybrid mREITs Portfolio Yielding 19%
Equity Whisper • Wed, Mar 13 • 4 Comments
Companies That Reported 30% Sales Growth Last Week
Stock Market Joe • Wed, Mar 13 • 10 Comments
2 mREITs Yielding Above 10%
IAEResearch • Tue, Mar 12 • 1 Comment
12.61% Dividend Payer Apollo Residential Mortgage Returned 56% In 2012, Uptrend Is Still Strong
David White • Sun, Mar 10 • 7 Comments

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Apollo Residential Mortgage: A High-Risk, High-Reward Way To Play The Recovery In Housing Prices
Albert Alfonso • Thu, Mar 28 • 1 Comment
Apollo Residential Mortgage Is In A Sweet Spot At 3.4% Discount To Book
Dividend Living • Wed, Mar 27 • 4 Comments
12.61% Dividend Payer Apollo Residential Mortgage Returned 56% In 2012, Uptrend Is Still Strong
David White • Sun, Mar 10 • 7 Comments
Despite Earnings Miss, 12.5%-Yielding Apollo Residential Is A Buy
Ryan Brennan • Thu, Mar 7 • 10 Comments
5 Mortgage REIT Preferreds To Consider, Part I: Apollo Residential
Ryan Brennan • Tue, Feb 26 • 16 Comments
Apollo Residential Mortgage Muddies Up The mREIT Dividend Waters
Tim Plaehn • Fri, Dec 14, 2012 • 2 Comments
Investors To Benefit From Apollo Residential Mortgage's 15.6% Dividend Yield
Stock Whisper • Tue, Dec 4, 2012 • 12 Comments
16.11% Dividend Payer Apollo Residential Mortgage Is Firing On All Cylinders
David White • Wed, Nov 28, 2012 • 24 Comments
Big Yield, Fleeting Opportunity: Why You Need To Be In Apollo Residential Mortgage
Steven M. Rogé • Fri, Nov 16, 2012 • 2 Comments
Apollo Residential Offers 15.5% Yield, A Recent Dividend Boost, And Lower CPRs Than Peers
Saibus Research • Thu, Oct 4, 2012 • 13 Comments
Apollo Residential Mortgage Gives An Early Holiday Gift To Shareholders
T. C. • Mon, Sep 24, 2012 • 17 Comments
Apollo's 8% Yielding Maiden Voyage Into The Preferred Market
Michael Terry • Fri, Sep 14, 2012 • 13 Comments
14.32% Dividend Payer Apollo Residential Mortgage Is Performing Well
David White • Wed, Sep 12, 2012 • 16 Comments
Analysts Have Given This 15% Yielding Stock A Strong Buy Rating
Hawkinvest • Tue, Aug 28, 2012 • 1 Comment
IPO Preview: Apollo Residential Mortgage
IPOdesktop • Mon, Jul 18, 2011 • 2 Comments

Replace Agency Capital After Dismal Earnings? What I'm Doing With The Stock Now
Christopher F. Davis • Thu, May 16 • 32 Comments
After Dismal Earnings, 3 Hybrid REITs I Am Considering To Replace American Capital
Christopher F. Davis • Mon, May 13 • 49 Comments
mREITs During Q1: More Bad News, But A Few Winners Emerge
T. C. • Mon, May 13 • 52 Comments
10 Top Real Estate Dogs Run Down 14.3% To 24.4% Gains In April
Fredrik Arnold • Mon, May 13 • 6 Comments
Apollo Global Management: Past And Present Lead To A Promising Future
Richard Tarjeft • Fri, May 10 • 3 Comments
Best mREITs As Mortgage Rates Rise
T. C. • Wed, Apr 3 • 20 Comments
Dynex Capital: A Conservative mREIT With An 11% Yield
Albert Alfonso • Thu, Mar 28 • 12 Comments
6 mREITs With Buy Or Better Analyst Recommendations And 21% Potential Return
Equity Whisper • Tue, Mar 26 • 8 Comments
3 Less Known mREITs With Strong Momentum
Efsinvestment • Thu, Mar 21 • 12 Comments
Your Hybrid mREITs Portfolio Yielding 19%
Equity Whisper • Wed, Mar 13 • 4 Comments
Companies That Reported 30% Sales Growth Last Week
Stock Market Joe • Wed, Mar 13 • 10 Comments
2 mREITs Yielding Above 10%
IAEResearch • Tue, Mar 12 • 1 Comment
Double-Digit Yields. Be Sure You Get The mREIT Facts Before You Leap
Richard Berger • Thu, Mar 7 • 95 Comments
Tax Bomb: Mortgage REITs Triggering UBIT
The Chestnut • Thu, Mar 7 • 62 Comments
Morningstar / YCharts Sector Dogs Shed 8.5% To 33.3% Annual Gains
Fredrik Arnold • Tue, Feb 26 • 13 Comments
Two Harbors Is Likely To Cut Its 2013 Dividend
Tucker Leppa • Tue, Feb 19 • 52 Comments
3 Less Known mREITs With Strong Momentum
Efsinvestment • Thu, Feb 14 • 18 Comments
Chimera: Don't Ignore These Red Flags
IncomeHunter • Tue, Jan 15 • 40 Comments
Examining Silver Bay Realty Trust Corp: Is Two Harbors Spin-Off A Buy?
Stephen Ryan • Mon, Dec 31, 2012 • 17 Comments
2 High Yielding Plays With Significant Insider Buying That Caught My Eye
Bret Jensen • Mon, Dec 17, 2012 • 3 Comments

Apollo Residential Mortgage's CEO Discusses Q1 2013 Results - Earnings Call Transcript
Tue, May 7
Apollo Residential Mortgage's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Mar 7
Apollo Residential Mortgage's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Wed, Nov 7, 2012
Apollo Residential Mortgage CEO Discusses Q2 2012 Results - Earnings Call Transcript
Wed, Aug 8, 2012

Apollo Residential Mortgage, Inc. Reports First Quarter 2013 Financial Results

Marketwire (May 6, 2013)
Apollo Residential Mortgage, Inc. to Present at JMP Securities Research Conference

Marketwire (May 6, 2013)
Apollo Residential Mortgage, Inc. Announces Dates for First Quarter 2013 Earnings Release and Conference Call

Marketwire (Apr 16, 2013)
Apollo Residential Mortgage, Inc. Declares First Quarter 2013 Dividends on Shares of Preferred and Common Stock

Marketwire (Mar 18, 2013)
Apollo Residential Mortgage, Inc. Announces Pricing of Public Offering of Common Stock

Marketwire (Mar 8, 2013)
Apollo Residential Mortgage, Inc. Announces Public Offering of Common Stock

Marketwire (Mar 7, 2013)
Apollo Residential Mortgage, Inc. Reports Fourth Quarter and Full Year 2012 Financial Results

Marketwire (Mar 6, 2013)
Apollo Residential Mortgage, Inc. Announces Dates for Fourth Quarter and Full Year 2012 Earnings Release and Conference Call

Marketwire (Feb 11, 2013)
Apollo Residential Mortgage, Inc. Announces 2012 Dividend Income Tax Treatment

Marketwire (Jan 31, 2013)
Apollo Residential Mortgage, Inc. Announces Direct Stock Purchase and Dividend Reinvestment Plan

Marketwire (Dec 17, 2012)
Apollo Residential Mortgage, Inc. Declares Fourth Quarter 2012 Dividends on Shares of Common and Preferred Stock

Marketwire (Dec 14, 2012)
Apollo Residential Mortgage, Inc. to Present at the J.P. Morgan SMid Cap Conference

Marketwire (Nov 19, 2012)
Apollo Residential Mortgage, Inc. Reports Third Quarter 2012 Financial Results

Marketwire (Nov 6, 2012)
Apollo Residential Mortgage, Inc. Announces Dates for Third Quarter 2012 Earnings Release and Conference Call

Marketwire (Oct 22, 2012)
Apollo Residential Mortgage, Inc. Announces Closing of $172.5 Million of 8.00% Perpetual Preferred Stock Offering

Marketwire (Sep 20, 2012)
Apollo Residential Mortgage, Inc. Announces Third Quarter 2012 Dividend of $0.85 per Common Share

Marketwire (Sep 14, 2012)
Apollo Residential Mortgage, Inc. Announces Pricing of $150 Million of 8.00% Perpetual Preferred Stock Offering

Marketwire (Sep 13, 2012)
Apollo Residential Mortgage, Inc. Announces Preferred Stock Offering

Marketwire (Sep 13, 2012)
Apollo Residential Mortgage, Inc. to Present at JMP Securities Financial Services and Real Estate Conference

Marketwire (Sep 6, 2012)
Apollo Residential Mortgage, Inc. Reports Second Quarter 2012 Financial Results

Marketwire (Aug 7, 2012)

AMTG vs. ETF Alternatives

Company Description

Apollo Residential Mortgage, Inc. (NYSE:AMTG) is a real estate investment trust that invests in and manages residential mortgage-backed securities and other residential mortgage assets throughout the United States. The Company is externally managed and advised by ARM Manager, LLC, a Delaware... More

Sector: Financial

Industry: REIT - Residential

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Tuesday, May 7, 1:33 PM Sharply higher following earnings, Apollo Residential Mortgage (AMTG +2.7%) management notes (CC transcript) the fortunate timing of its capital raise - in early March just as spreads had widened - allowing it to put money to work at attractive prices. Management would like RMBS securitizations to be a growing part of the business, but pricing has moved quite a bit and the firm is not at the moment finding opportunities like the one just completed (its first). 1 Comment [Financials, On the Move]
Monday, May 6, 4:48 PM More on Apollo Residential Mortgage (AMTG) Q1 earnings: Agency portfolio of $4.9B on March 31, with estimated fair value of $4.3B. Non-agency portfolio estimated fair value of $595.8M. $589.5M of MBS sold during quarter, netting a gain of $0.61/share. Net interest spread of 2.8%, up from 2.7% in Q4. Company got into the MBS securitization business in Q1. Book value/share of $21.72, down from $22.49 on Dec. 31. Conference call tomorrow at 10 ET. Shares +0.4% AH. (PR) Comment! [Financials, Earnings]
Monday, May 6, 4:46 PM Apollo Residential Mortgage (AMTG): Q1 EPS of $0.74 beats by $0.08. (PR) Comment! [Earnings, Breaking News, Financials]
Monday, May 6, 12:10 AM Notable earnings after Monday’s close: ALNY, AMTG, APC, ARRY, BSFT, CECO, CHUY, DPM, ENOC, EOG, FSLR, FST, FTR, GDP, GSM, GWAY, HIMX, HOLX, LGCY, MELI, MKTG, MMLP, MR, NOG, NRP, OTTR, PAA, PEGA, PNG, RKUS, SGY, SMG, SNTS, STAG, VNO, WMS Comment! [Earnings]
Sunday, May 5, 5:35 PM Notable earnings after Monday’s close: ALNY, AMTG, APC, ARRY, BSFT, CECO, CHUY, DPM, ENOC, EOG, FSLR, FST, FTR, GDP, GSM, GWAY, HIMX, HOLX, LGCY, MELI, MKTG, MMLP, MR, NOG, NRP, OTTR, PAA, PEGA, PNG, RKUS, SGY, SMG, SNTS, STAG, VNO, WMS Comment! [Earnings]
Thursday, April 18, 11:17 PM Mortgage REITs (MORT) catch the eye of D.C., with the Financial Stability Oversight Council reportedly set to cite the industry as a potential source of market vulnerability. The companies have seen assets quadruple to over $400B since 2009, but Annaly (NLY) CEO Wellington Denahan notes their capital bases have risen as well. A Two Harbors (TWO) presentation (page 8) shows mREITs are relatively small players in the MBS market. Maybe the Fed and the GSEs just don't like the competition. Annaly and American Capital (AGNC) are the 2 biggest mREITs, with Two Harbors a distant 3rd. 42 Comments [Financials]
Monday, March 18, 5:25 PM Apollo Residential Mortgage (AMTG) declares $0.70/share quarterly dividend, in line with previous. Forward yield 12.60%. For shareholders of record Mar. 28. Payable Apr. 30. Ex-div date Mar. 26. (PR) 2 Comments [Dividends]
Monday, March 18, 4:55 PM Apollo Residential Mortgage (AMTG) declares a Q1 dividend of $0.70/share, unchanged from last quarter. (PR) Comment! [Financials]
Monday, March 11, 8:52 AM Apollo Residential Mortgage (AMTG) has its price target upped to $24.50 from $23 at Compass Point, with the target price representing 1.1x Dec. 31 book value. The concerns regarding agency MBS investors are "tailwinds" for non-agency players. Comment! [Financials]
Friday, March 8, 9:20 AM Apollo Residential Mortgage (AMTG) prices its 6.8M share secondary. No price is disclosed, but the shares -2.2% to $22.18 should give an idea. (PR) Comment! [Financials, On the Move]
Thursday, March 7, 4:21 PM Apollo Residential Mortgage (AMTG) announces a 6.8M share secondary offering, with the underwriters granted an option for an additional 1.02M shares. The current float is 24.2M shares. Stock -2.5% to $22.11 AH. Book value as of Dec. 31 was announced last night as $22.49. (PR) Comment! [Financials, On the Move]
Wednesday, March 6, 4:47 PM More on Apollo Residential Mortgage (AMTG) Q4 earnings: Book value of $22.49/share, +4.8% from Q3. Non-agency MBS makes up $605M of $3.63B portfolio. Net interest spread of 2.7%. Company completed its first securitization transaction in February with purchase of a pool of 755 mortgages with UPB of $155M. Operating earnings of $0.65/share compares to current dividend of $0.70. Shares -0.5% AH. (PR) Comment! [Earnings, Financials]
Wednesday, March 6, 4:32 PM Apollo Residential Mortgage (AMTG): Q4 Operating earnings of $0.65 misses by $0.07. (PR) Comment! [Earnings, Breaking News, Financials]
Wednesday, March 6, 12:10 AM Notable earnings after Wednesday’s close: ALJ, AMTG, CODI, DK, DRYS, ERII, NQ, PETM, PNY, TCAP Comment! [Earnings]
Tuesday, March 5, 5:35 PM Notable earnings after Wednesday’s close: ALJ, AMTG, CODI, DK, DRYS, ERII, NQ, PETM, PNY, TCAP Comment! [Earnings]
Friday, December 14, 2012, 8:59 AM What's up with mortgage REITs and special dividends (first CYS, now AMTG)? REIT dividends have always been taxed as ordinary income, and thus won't be hit by a hike in the dividend tax rate. It smells of the companies trying to throw in some nominal good news amidst big dividend cuts. Trouble is, the use of this "slush fund" money now makes bigger cuts more likely in the new year. AMTG now -0.2% premarket. 13 Comments [Financials]

Dividend Living
$AMTG trading at 6.5% discount to book with earnings coming out 6 May.
Apr 18, 1:28 PM
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166649
$AMTG target rais to $24.50 Compass Point tailwinds for non-Agency portfolios expect hybridmREITs to outperform their all Agency MBS peers.
Mar 11, 8:51 AM
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lfpdinc
$AMTG spo
Mar 7, 4:14 PM
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slebel
Why aren't $ARR and $AMTG compared to each other very often? What are the pertinent differences?
11/30/12
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lfpdinc
AMTG !!
10/5/12
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Saibus Research
More mReit stuff: Apollo Residential Offers 15.5% Yield, A Recent Dividend Boost http://seekingalpha.com/a/jdc7 $AMTG $AGNC $ARR $NLY
10/4/12
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slebel: As a newbie to investing, I've noticed that AMTG and ARR are never compared against each other. Why is that?
10/13/12
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lfpdinc
bought AMTG 22.05
9/27/12
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wallstreetpro2: 15.5% yield very nice i own so many reit already or i would bite into that juicy dividend
9/27/12
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lfpdinc: they seem almost fail safe....scary, no?
9/27/12
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ZetaKap
6 Undervalued Small-Cap Dividend Stocks With Strong Profits http://bit.ly/SM0A3z $AMTG $AYR $BOX $PDLI $PSE $TAL @ZetaKap
9/14/12
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bigdividendsonly
2 stock sales hit TMV @ 62 AMTG @ 22.75.. Didn't expect runs that high..Will buy back on a down day
9/14/12
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wallstreetpro2
AMTG up almost 5% today pays 14% yield way overbought here but look for a pullback to get in
9/14/12
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LATEST REPLIES

Saibus Research
More mReit stuff: Apollo Residential Offers 15.5% Yield, A Recent Dividend Boost http://seekingalpha.com/a/jdc7 $AMTG $AGNC $ARR $NLY
10/4/12
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slebel: As a newbie to investing, I've noticed that AMTG and ARR are never compared against each other. Why is that?
10/13/12
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lfpdinc
bought AMTG 22.05
9/27/12
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wallstreetpro2: 15.5% yield very nice i own so many reit already or i would bite into that juicy dividend
9/27/12
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lfpdinc: they seem almost fail safe....scary, no?
9/27/12
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bigdividendsonly
AMTG,got this morning @ 20.15 Going to Sell PSEC now @ 11.15.Made a nice gain+divs,but, want higher yield with Fed into keeping rates low
8/14/12
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jvix: What are your ideas for better than PSEC? I have a small position around 11.
8/14/12
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bigdividendsonly: I like PSEC,but,I had a nice gain & a buncg of dividends from it.@ 11.05 the yield is only 11%.You'll enjoy monthly income & appreaciation
8/15/12
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Dr. Kris
Delectable dividends + price appreciation: Mortgage REITs in the spotlight. At new highs today: $AMTG (15.5% yield) & $MTGE (14.9% yield).
3/8/12
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Dr. Kris: Yep. Check out this article for more info: http://seekingalpha.com/a/8z8f
3/8/12
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AMTG Apollo Residential Mortgage

AMTG

Apollo Residential Mortgage