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Investing In A Housing Recovery With Dynex CapitalDr. Duru • Mon, Jan 30, 2012
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Dynex Capital's CEO Discusses Q2 2012 Results - Earnings Call TranscriptMon, Jul 30, 2012
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Business Wire (May 8, 2013)
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DX vs. ETF Alternatives
Company Description
We are a specialty finance company organized as a real estate investment trust, or REIT, which invests in mortgage loans and securities on a leveraged basis. We were incorporated in Virginia on December 18, 1987 and commenced operations in February 1988. We invest in residential... More
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- Monday, May 13, 1:04 PM Dynex Capital (DX) CEO and hedge funder Tom Akin says goodbye to Nationstar Mortgage (NSM +1.6%) after a near-tripling in price over the last year. "Don't want to be there when the Fed whispers less QE ..." 2 Comments [Financials, Quick Ideas]
- Friday, May 3, 12:42 PM "Loving (the) mREIT (MORT -2%) pullback," says Tom Akin, who - in addition to being CEO of Dynex Capital (DX) - runs an income-focused hedge fund. A longtime bull on Newcastle Investment (NCT -0.5%), Akin says if it drops below $5 post the New Residential spinoff, it's the one to buy. In when-issued trading, NCT is at $5.10 (NRZ's at $6.67). 14 Comments [Financials, Quick Ideas]
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Friday, May 3, 7:25 AM
A check of some other mortgage REITs premarket after AGNC reported a big loss in Q1: NLY -1%, IVR -0.4%, HTS -0.7%, CYS -0.7%, MFA -0.3%, CMO -2.3%, DX -1.8%, WMC -3.3%.
3 Comments [Financials, On the Move] - Thursday, May 2, 11:38 AM Dynex Capital (DX +1.5%) continues higher post-earnings as management makes its case on the earnings call (presentation). The company's allocation to commercial mortgages (now 61% of portfolio) insulates it from prepayment risk and overall CPR has remained fairly flat amid the refi boom of the last 2 years. At $10.68, the stock is at a 1.7% premium to book, a slightly higher valuation than hybrid REITs, but well less than commercial and non-agency REITs. Comment! [Financials, On the Move]
- Wednesday, May 1, 6:24 PM More on Dynex Capital (DX) Q1 earnings: EPS of $0.34 compares to $0.34 in Q4 and $0.33 a year ago. Gain on sale of investments of $1.39M, up from $351K a year ago (total income this quarter is $18.4M). Book value/share of $10.50, up from $10.30 on Dec. 31, $9.62 a year ago. Net interest spread of 1.89%, down 4 bps from Q4, down 52 bps from a year ago. Leverage of 6.3x, up from 5.9x in Q4, 5.3x a year ago. Portfolio of $4.53B - 85% agency MBS, up from 84% in Q4 (rest is non-agency MBS). Conference call tomorrow at 11 ET. Shares +0.9% AH. (PR) Comment! [Earnings, Financials]
- Wednesday, May 1, 5:43 PM Dynex Capital (DX): Q1 EPS of $0.34 beats by $0.02. (PR) Comment! [Earnings, Breaking News, Financials]
- Wednesday, May 1, 12:10 AM Notable earnings after Wednesday’ s close: ALL, ARI, ARR, ATML, ATO, ATW, AXLL, AXTI, BKD, BMR, CACI, CAR, CBS, CJES, CNQR, CSOD, CVD, CVI, CVRR, CWT, CXO, DVR, DX, DXCM, DXPE, EDMC, ESS, EXPD, EXXI, FB, FNF, FRT, G, GLUU, GNK, GTAT, HNSN, HR, IPI, IPXL, IVR, JDSU, KIM, LNC, LOCK, LVS, MAC, MAR, MET, MUR, NAVB, NGD, NLY, NTRI, PHH, POL, PRU, PSE, PXD, QUIK, ROVI, SAM, SFLY, SGMO, SLTM, SNCR, STX, TEG, TGI, TPC, TSO, TTEK, UAN, UNM, V, VVC, WES, WLT, YELP Comment! [Earnings]
- Tuesday, April 30, 5:35 PM Notable earnings after Wednesday’ s close: ALL, ARI, ARR, ATML, ATO, ATW, AXLL, AXTI, BKD, BMR, CACI, CAR, CBS, CJES, CNQR, CSOD, CVD, CVI, CVRR, CWT, CXO, DVR, DX, DXCM, DXPE, EDMC, ESS, EXPD, EXXI, FB, FNF, FRT, G, GLUU, GNK, GTAT, HNSN, HR, IPI, IPXL, IVR, JDSU, KIM, LNC, LOCK, LVS, MAC, MAR, MET, MUR, NAVB, NGD, NLY, NTRI, PHH, POL, PRU, PSE, PXD, QUIK, ROVI, SAM, SFLY, SGMO, SLTM, SNCR, STX, TEG, TGI, TPC, TSO, TTEK, UAN, UNM, V, VVC, WES, WLT, YELP 2 Comments [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]
- Wednesday, April 17, 1:01 PM Often a spot to hide during big selloffs, mortgage REITs (MORT -2.3%) slide sharply as well, particularly the hybrids (exposed to credit risk through non-agency MBS holdings). IVR -2.3%, TWO -3.3%, DX -2.5%. The sector giants: NLY -2.2%, AGNC -1.3%. One trader reminds mREITs are small caps and the Russell 2000 (IWM -2.2%) has been particularly hard hit of late. The 10-15% yields offer a nice palliative. 2 Comments [Financials, On the Move]
- Friday, March 15, 10:28 AM Dynex Capital (DX) declares $0.29/share quarterly dividend, in line with previous. Forward yield 10.53%. For shareholders of record Apr. 01. Payable Apr. 30. Ex-div date Mar. 27. (PR) 1 Comment [Dividends]
- Wednesday, February 27, 12:36 PM Starwood Property Trust (STWD +4.2%) following its big earnings beat. The company put another $1B to work in Q4, bringing 2012's total to $2.6B. Assets held for investment sum to $3.4B with annualized levered return of 11.7%-12.2% expected over their life. "CMBS originators appear to be in a sweet spot," says Dynex (DX) CEO Tom Akin, looking forward to Walker & Dunlop's (WD) report next week. Comment! [Financials, Earnings, On the Move, Quick Ideas]
- Wednesday, February 20, 8:24 AM More on Dynex Capital (DX) Q4 earnings: Net interest spread declines just 7 bps to 1.93%. CMBS investments now up to 38% of portfolio. Gain on sale of investments of $2B, down from $3.5B last quarter, up from $773M a year ago. Conference call scheduled for 11 ET. Shares +0.7% premarket. (PR) Comment! [Earnings, Financials]
- Wednesday, February 20, 8:14 AM Dynex Capital (DX): Q4 EPS of $0.34 beats by $0.03. Book value of $10.30, down $0.01 from Q3. Shares +0.3% premarket. (PR) Comment! [Breaking News, Financials, Earnings]
- Tuesday, February 19, 12:10 AM Notable earnings after Tuesday’s close: ADI, AMRS, ANAD, BAS, BJRI, CF, DELL, DX, FNF, GTAT, HLF, LLNW, MAR, MDRX, MM, NBR, NFX, QEP, SHO, SINA, TEX, ZIXI Comment! [Earnings]
- Monday, February 18, 5:35 PM Notable earnings after Tuesday’s close: ADI, AMRS, ANAD, BAS, BJRI, CF, DELL, DX, FNF, GTAT, HLF, LLNW, MAR, MDRX, MM, NBR, NFX, QEP,SHO, SINA, TEX, ZIXI Comment! [Earnings]
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Dividend Sheet
$DX $SRC and $O are tomorrow's best yielding ex-dividend stocks - http://stks.co/p6bj - 20 shares with 4.51% average yield $DELL $MDLZ - View all 0 replies
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Dividend Sheet
$WMC $AI and $IVR are the highest yielding mortgage stocks - http://stks.co/bN3A - 12 Shares 8.45% average yield $KFN $HLSS $DX $EFC - View all 0 replies
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Dividend Sheet
$NMM $DX and $NRP are the best yielding Dividend Challengers - http://stks.co/cLQs - I like $APU $RAI and $AZN from the list - View all 2 replies
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joe kelly: I was unaware RAI paid that good a dividend. Good info Dividend Sheet Guy -
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Jeff Pierce
Retweet to win an AMZN Kindle DX w/ $50 credit for a trading book & go digital with your trading research from @allabouttrends on Tuesday $$ - View all 0 replies
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Jeff Pierce
RT to win a $AMZN Kindle DX with a $50 credit for a trading book & go digital with your trading research from @AllAboutTrends - View all 0 replies
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LATEST REPLIES
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Dividend Sheet
$NMM $DX and $NRP are the best yielding Dividend Challengers - http://stks.co/cLQs - I like $APU $RAI and $AZN from the list - View all 2 replies
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joe kelly: I was unaware RAI paid that good a dividend. Good info Dividend Sheet Guy
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Husky Financial: Bloomberg story on possibility of ECB cut to record low rates in Q1 2012 as inflation fears lessen could do it for the next couple of hours
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humahuaca: pretty sure everyone expects another .25% cut at each of next 2 ECB meetings?
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