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Despite QE3, Anworth Mortgage's 10% Dividend Yield Is Safe
Qineqt • Wed, Oct 31, 2012
Buy Anworth: 11% Dividend Yield, Cheap Valuations And Low Beta
Qineqt • Wed, Aug 1, 2012 • 1 Comment
Anworth Is Best mREIT Value As A 12.6% Yield Small Cap
Todd Johnson • Tue, May 1, 2012 • 60 Comments
Mortgage REITs Offer Value to Yield-Hungry Investors
StreetAuthority • Wed, Jul 6, 2011
Analyzing Anworth Mortgage Asset Corp. Through Different Interest Rate Cycles
Parsimony Investment Research • Sun, Jun 26, 2011
Bulls Cautious on Anworth Mortgage
optionMONSTER • Tue, Feb 8, 2011 • 1 Comment
JMP's Upgrade of Anworth is Right On the Money
Patrick Harden • Wed, Oct 24, 2007
JPM's Anworth Mortgage Upgrade Completely Unfounded
Thomas Kelly • Mon, Oct 22, 2007

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Add Some SALSA To Your Intelligent REIT Portfolio
Brad Thomas • Mon, Jun 17 • 18 Comments
The Mortgage REIT Business Doesn't Work ...
Valuentum • Fri, Jun 14 • 106 Comments
6%-Plus Yields On Investments Set To Benefit From Fed Tapering / Ending QE
Mike the PhD • Wed, May 29 • 16 Comments
10 Top Real Estate Dogs Run Down 14.3% To 24.4% Gains In April
Fredrik Arnold • Mon, May 13 • 6 Comments
10 Top Financial Dogs Track 7.5% To 22% Gains In April
Fredrik Arnold • Sat, May 4 • 19 Comments
How To Reduce (Or Eliminate) Taxes On Annaly's Dividends
Doug Carey • Thu, Apr 25 • 32 Comments
Top Performing 15.6% Dividend Payer American Capital Agency Is A Good Safe Haven Choice
David White • Wed, Apr 17 • 97 Comments
8 Prime Real Estate Dogs Fetch 10% To 22% Gains In March
Fredrik Arnold • Mon, Apr 1 • 3 Comments
Top 6 March Financial Dogs Point Out 8% To 17% Gains
Fredrik Arnold • Thu, Mar 21 • 12 Comments
Dwindling Cash And Risky Bets - New York Mortgage Trust May Roll Craps
Stock Skeptic • Sun, Mar 17 • 67 Comments
Conditional Prepayment Rate And mREITs
Dividend Living • Wed, Mar 13 • 17 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
Desperately Seeking Yield Through Equities Redux: Part 2: Agency Mortgage REITs
Philip Mause • Tue, Mar 5 • 9 Comments
Reduce Or Eliminate Taxes On American Capital Agency, Other REITS
Doug Carey • Wed, Feb 27 • 22 Comments
New York Mortgage Trust: A Hedge In The REIT Space And 17% Yield To Boot
The Banker • Fri, Jan 18 • 22 Comments
With More QE3 Spending On The Horizon, Mortgage REITs Are Given Few Options
Matt Schilling • Wed, Dec 12, 2012 • 11 Comments
5 Reasons To Stick With Mortgage REITs
CorvetteKid • Thu, Dec 6, 2012 • 68 Comments
Fungible Risk Strata Of REIT Preferreds Afford Optimization
Dane Bowler • Fri, Nov 23, 2012 • 9 Comments

Anworth Mortgage Asset's CEO Discusses Q1 2013 Results - Earnings Call Transcript
Tue, Apr 30
Anworth Mortgage Asset Management Discusses Q4 2012 Results - Earnings Call Transcript
Fri, Feb 8
Anworth Mortgage Asset Management Discusses Q3 2012 Results - Earnings Call Transcript
Fri, Oct 26, 2012 • 1 Comment
Anworth Mortgage Asset's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Fri, Jul 27, 2012
Anworth Mortgage Asset Corporation Q3 2008 Earnings Call Transcript
Mon, Dec 1, 2008
Anworth Mortgage F2Q08 (Qtr End 6/30/08) Earnings Call Transcript
Mon, Sep 22, 2008
Anworth Mortgage Asset Corporation Q1 2008 Earnings Call Transcript
Wed, May 7, 2008
Anworth Mortgage Asset Corporation Q4 2007 Earnings Call Transcript
Mon, Apr 7, 2008

Anworth Announces Annual Meeting Results

Business Wire (May 23, 2013)
Anworth Announces First Quarter 2013 Financial Results

Business Wire (Apr 29, 2013)
Anworth Schedules First Quarter 2013 Earnings Release and Conference Call

Business Wire (Apr 26, 2013)
Anworth Announces Preferred Dividends

Business Wire (Apr 19, 2013)
Anworth Announces Increase to Series B Preferred Stock Conversion Rate

Business Wire (Apr 8, 2013)
Anworth Declares a $0.15 Per Share First Quarter 2013 Common Dividend

Business Wire (Mar 28, 2013)
Anworth Announces Fourth Quarter 2012 Financial Results

Business Wire (Feb 7, 2013)
Anworth Schedules Fourth Quarter 2012 Earnings Release and Conference Call

Business Wire (Feb 6, 2013)
Anworth Mortgage Asset Corporation Announces Dividend Tax Information for 2012

Business Wire (Jan 25, 2013)
CORRECTING and REPLACING Anworth Announces Preferred Dividends

Business Wire (Jan 18, 2013)
Anworth Announces Increase to Series B Preferred Stock Conversion Rate

Business Wire (Dec 28, 2012)
Anworth Declares a $0.15 Per Share Fourth Quarter 2012 Common Dividend

Business Wire (Dec 14, 2012)
Anworth Announces Third Quarter 2012 Financial Results

Business Wire (Oct 25, 2012)
Anworth Schedules Third Quarter 2012 Earnings Release and Conference Call

Business Wire (Oct 24, 2012)
Anworth Announces Preferred Dividends

Business Wire (Oct 15, 2012)
Anworth Announces Increase to Series B Preferred Stock Conversion Rate

Business Wire (Oct 8, 2012)
Anworth Declares a $0.15 Per Share Third Quarter 2012 Common Dividend

Business Wire (Sep 28, 2012)
Anworth Announces Second Quarter 2012 Financial Results

Business Wire (Jul 26, 2012)
Anworth Schedules Second Quarter 2012 Earnings Release and Conference Call

Business Wire (Jul 25, 2012)
Anworth Announces Preferred Dividends

Business Wire (Jul 20, 2012)

ANH vs. ETF Alternatives

Company Description

We were formed in October 1997 and commenced operations on March 17, 1998. We are in the business of investing primarily in United States, or U.S., agency mortgage-backed securities, or MBS, which are obligations guaranteed by the U.S. government, such as Ginnie Mae, or federally sponsored... More

Sector: Financial

Industry: REIT - Diversified

Country: United States

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

Wednesday, June 19, 3:13 PM Markets start to fall in earnest as the reality of a tapering and then ending in QE sinks in - even as the chairman is at pains to prove it's anything but a tightening move. The DJIA (DIA -0.8%) is off 145 points as the 10-year Treasury yield soars 15 bps to 2.33%, its highest level in 2 years. Reversing sizable early gains is the mREIT sector (REM -2.3%) - a leveraged holder of the paper the Fed will no longer be buying - with American Capital (AGNC -2%), (MTGE -1.5%), Annaly (NLY -2.2%), Invesco (IVR -2.5%), Two Harbors (TWO -3.5%), and Anworth (ANH -2.2%) leading the way. The greenback (UUP +0.9%) continues to fly higher. 20 Comments [On the Move]
Wednesday, June 19, 7:59 AM "It was the absolute worst time to raise money," says a portfolio manager, commenting on mREITs (REM) who "doubled-down" in Q1 rather than turn money away just ahead of their worst quarter since the financial crisis. Most mREIT managers, of course, are paid based on AUM, giving them an incentive to raise capital at pretty much any time. Firms such as Anworth (ANH) and MFA Financial (MFA) have compensation packages more tied to profits and chose not to join the capital-raising party this year. Comment! [Financials]
Thursday, June 13, 10:08 AM Armour Residentail (ARR +4.8%) surges after holding its monthly distribution steady at $0.07/share. Capstead Mortgage (CMO +2%) gains as well after maintaining its quarterly payout at $0.31. The mREIT sector (REM +1.5%). Some other names moving: Invesco (IVR +2.1%), Two Harbors (TWO +1%), Hatteras (HTS +1.6%), Anworth (ANH +1.8%), Western Asset (WMC +3.4%), PennyMac (PMT +2.1%). 14 Comments [Financials, On the Move]
Friday, June 7, 3:09 PM "I would not overestimate retail investors' knowledge of how this business works," says Scott Ulm, co-CEO of Armour Residential (ARR -1.3%). Income fans love mREITs (MORT -1.3%) but can suffer quick losses as rates rise. "We believe mREITs are not appropriate for most individual investors," says Edward Jones' Kate Warne, warning brokers to steer clients away from the sector. Ulm remains hopeful: "As bonds become cheaper, reinvestment becomes more profitable." Beneath a big rally for the averages, the sector is hit again today: American Capital (AGNC -2.6%), (MTGE -1.2%), Annaly (NLY -1.9%), Two Harbors (TWO -0.9%), Hatteras (HTS -1.9%), CYS (CYS -2.8%), Anworth (ANH -0.9%). 44 Comments [Financials, On the Move]
Tuesday, June 4, 9:28 AM More from CYS Investments at KBW (previous): The speed (page 9) with which mortgage rates have increased in unlike anything seen even during the financial crisis, says CEO Kevin Grant. He muses over whether Bernanke's May testimony (taper) was confused messaging or an intentional market test. The punishment inflicted on mREITs (MORT) is well-known, but don't forget: Refinance activity will crater - gain on sale windfall to banks may be over, home affordability is now diminished, banks will be pushed to Treasurys over credit risk as the ROE on government paper is now improved. Grant's talk (webcast) is one all mREIT investors will value. 25 Comments [Financials]
Thursday, May 30, 10:04 AM Buy the (big) dip in the mREITs, say both KBW and RBC Capital. "We think the bond market has over-reacted and mREITs have over-reacted to that over-reaction," says KBW (presumably Bose George). Stocks to buy if the Fed cuts back earlier-than-expected: CMO, HTS, MFA, ANH, DX. Stocks if the Fed continues with the status quo: AGNC, NLY, WMC. RBC favors NLY, MFA, and HTS, but warns AGNC's higher leverage magnifies losses as well as gains. The sector (MORT +1.1%) is continuing with yesterday afternoon's bounce. 17 Comments [Financials]
Tuesday, May 28, 1:33 PM Growing thoughts of a tapering and then ending of QE∞ triggers panicky selling in the mREIT sector (MORT -2.3%) as Treasury yields hit their highest level in more than a year (the 10-year at 2.12%), and mortgage prices slide as well (MBB -0.4%). Leading the way is a 5.3% decline in American Capital Agency. Annaly (NLY -2.7%), Two Harbors (TWO -3%), Anworth (ANH -2.2%), Western Asset (WMC -4.7%), Apollo Residential (AMTG -3.7%), Javelin (JMI -4.3%), Invesco (IVR -1.8%), MFA Financial (MFA -1.5%). 83 Comments [Financials, On the Move]
Monday, May 6, 9:50 AM More sell-side on the mREITS (MORT): Maxim keeps a Buy with $33 PT on AGNC expecting the annual dividend to be maintained at $5/share thanks to $1.08 of undistributed taxable income in the kitty (KBW agrees). Jefferies is cautious, calling AGNC's Q1 tale an example of how even a well-run mREIT can run afoul. "Price and extension risk inherent in agency MBS (NLY, HTS, CYS, CMO, ANH, ARR, WMC) today are risks most investors underestimate." 10 Comments [Financials]
Monday, April 29, 4:30 PM More on Anworth Mortgage (ANH) Q1 earnings: Book value/share of $7.04 vs. $7.14 on Dec. 31. Net interest rate spread slides 5 bps to 0.89% while leverage is roughly level at 7.12x - yet earnings remained flat at $0.15/share. Conference call tomorrow at 1 ET. (PR) Comment! [Financials, Earnings]
Monday, April 29, 4:10 PM Anworth Mortgage (ANH): Q1 EPS of $0.15 beats by $0.02. (PR) Comment! [Earnings, Breaking News, Financials]
Monday, April 29, 12:10 AM Notable earnings after Monday’s close: ANAD, ANH, BWLD, CBL, CRK, CSE, CYH, DTLK, ESRX, GGP, HIG, HLF, HTZ, IDTI, JEC, MAS, MSTR, NEM, PCL, QGEN, RGR, RJET, RVBD, SBAC, SSW, SU, TXRH, VECO 1 Comment [Earnings]
Sunday, April 28, 5:35 PM Notable earnings after Monday’s close: ANAD, ANH, BWLD, CBL, CRK, CSE, CYH, DTLK, ESRX, GGP, HIG, HLF, HTZ, IDTI, JEC, MAS, MSTR, NEM, PCL, QGEN, RGR, RJET, RVBD, SBAC, SSW, SU, TXRH, VECO 1 Comment [Earnings]
Tuesday, April 2, 9:06 AM Anworth Mortgage (ANH) gains 0.5% premarket as Pine River Capital Management discloses a 6.4% stake in the company. 1 Comment [Financials]
Thursday, March 28, 6:03 PM Anworth Mortgage Asset (ANH) declares $0.15/share quarterly dividend, in line with prior. Forward yield 9.48%. For shareholders of record Apr. 08. Payable Apr. 29. Ex-div date Apr. 04. (PR) Comment! [Dividends]
Wednesday, March 20, 4:14 PM Anworth Mortgage (ANH) files a shelf registration for up to $545M of common and/or preferred stock and warrants. (S-3). Shares -0.5% AH. Comment! [Financials]
Friday, February 8, 7:14 AM More on Anworth Mortgage (ANH) Q4 earnings: Book value/share of $7.14 down 4.2% from Q3. Net interest margin for the agency-only player shrinks to 94 bps - about the slimmest we've seen for mREITs - from 109. Leverage rises to 7.13X from 6.82. Shares -1% premarket. Conference call at 10 AM ET. (PR) Comment! [Financials]

samibadri
What happened to REITs? It's been quiet. $ARR $AGNC $ACAS $TWO $MFA $ANH
Apr 30, 1:59 PM
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Danny2
$ANH
11/29/12
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Albert Alfonso
ANH book vaule is $7.45, 18% discount
10/25/12
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ZetaKap
7 Buy-Rated Financials With Very Low Levels Of Debt http://bit.ly/Oac9vy $ANH $BKU $FRC $FUBC $HFWA $SBX $TROW @ZetaKap
8/24/12
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Saibus Research
mREIT Dividend Sustainability: A Company That Stands Above The Rest http://seekingalpha.com/a/f6jv $AGNC, $ANH, $HTS, $NLY
7/9/12
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Patrick Harden
Anworth (ANH) cuts dividend by 14%. Performance is really lagging other agency mREITs.
6/29/12
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ZetaKap
3 REITs Sporting Very High Yields Along With Low Valuations http://bit.ly/LBF6Aq $ANH $CMO $MFA @ZetaKap
6/8/12
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ZetaKap
6 Dividend Stocks With 10%+ Yields Backed By High Profits And Analyst Confidence http://bit.ly/MbFPZ2 $AGNC $ANH $ARI $BBEP $CMO $DX
6/4/12
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ZetaKap
9 Undervalued High Yield Small Caps Favored By Analysts http://bit.ly/KMXu7T $ANH $AYR $BLC $BOX $CMO $DX $HTGC $KFN $MSB @ZetaKap
5/31/12
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ZetaKap
9 Discounted Small Caps With High Yields And Great Analyst Ratings http://bit.ly/KMXqoH $ANH $AYR $BLC $BOX $CMO $DX $HTGC $KFN $MSB
5/31/12
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LATEST REPLIES

Dividend Sheet
Best Yielding Diversified REITs: http://bit.ly/tuKUAJ + $CIM $MFA $NLY $ANH $CWH $STWD $CLNY $RWT $IRETP $FUR $BDN $GTY $EXL $LXP $NNN $FPO
10/28/11
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Scott Molinaroli: well. performs well.
2/6/12
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madav1138: it do.
2/6/12
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SlingWing9
Breakouts - ANH, NLY, CMO, XLP, XLV, XLU. Expect test of new support. What to do about ORCL?
12/22/11
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madav1138: I am so glad I didn't jump on NLY at $18, my cost basis has reduced down to 16.99 and with my DRIP, it will go down further for good returns
12/22/11
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Patrick Harden
ANH trims dividend, continuing the trend set by CYS, CMO, and HTS. Expect NLY's dividend to be cut too, leaving AGNC as the sector star.
12/15/11
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Brandon Gibbs: and NLY does not? i would say both have extremely solid management teams
12/16/11
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jmodrkrk: more leverage.
12/16/11
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madav1138
Like I was saying, REITs are good for the next 2 years, Fed can't do anything ANH, AGNC, NLY, REM, re-fi plan DOA and low rates garunteed
10/24/11
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Ocean Man: New foreclosures hitting the market is what's keeping prices down - too much supply. This is huge for increasing home values.
10/24/11
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madav1138: Yes, it needs to run its course, all the government is doing is letting it die an agonizing slow death.
10/24/11
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madav1138
ANH, is the .02 cent divy cut priced in at a $1 discount to what it was trading at last quarter?
10/23/11
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madav1138: Still, nothing has affect the MReits too much, and the re-fi plan has been tried 4 times already
10/24/11
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madav1138: Told ya...
10/24/11
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Adam Breit
With Fed committed to low for long rates, select mortgage REITs should be a winning play - AI, AGNC and ANH look attractive.
10/16/11
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airlift123: Ya as long as your hedged. When the volume spikes your screwed!
10/18/11
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ANH Anworth Mortgage Asset Corporation

ANH

Anworth Mortgage Asset Corporation