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HATTERAS FINL CORP (HTS)

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Instablog posts on HTS

  • Consolidation to Crank Up CPRs? by Patrick Harden
    I ran across a very interesting article from FT's Tracy Galloway that commented on the potential ramp in agency buybacks once Freddie and Fannie adopt FAS 166/167.  Essentially, the consolidation of formerly off-balance sheet mortgage... More »
    December 7, 2009 • NLY, HTS, DX
  • Invest in adjustable rate mortgages by Jim Van Meerten
    I needed a new stock for my Financial Tides/BarChart VMNHI portfolio that I have on Marketocracy. I screened for stocks hitting new highs trading over 100K shares a day and went through my filtering process and came up with Hatteras Financial Corp - HTS.HTS is an externally-managed mortgage real... More »
    December 3, 2009 • HTS
  • Agency-backed Mortgage REITs at a Crossroads by Patrick Harden
    There is no doubt after the third quarter's earnings reports that the agency-backed mortgage REIT sector is beginning to splinter into markedly different strategic approaches.  FOMC minutes confirm the high demand for agency MBS, noting that:To provide support to mortgage lending and... More »
    November 6, 2009 • AGNC, ANH, CMO
  • Cash for Trash: Better Never than Late by Linus Wilson
    The U.S. government does few thing better than create debt.  After a year of talking about it, the government is going to have the chance to throw their good debt, Treasury bills notes and bonds, after bad, non-performing toxic loans and securities.  The Federal Deposit Insurance... More »
    October 10, 2009 • JPM, BAC, WFC
  • Sleeper Mortgage REIT Cypress Sharpridge Has Sweet Surprises in Store by Patrick Harden
    Have you missed the awesome run in agency-backed mortgage REITs?  There may still be time to get in on the great returns by picking a sleeper stock that is poised to break out.Cypress Sharpridge Investments, Inc. (CYS) is a recent entrant to the mortgage REIT world.  The... More »
    September 24, 2009 • CYS, AGNC, NLY
  • High Yield AmREITs on Fire! Prelude or Crescendo? by Self Directed Investor
    Back on June 28 of this year, I suggested to readers here that they may want to look more closely at high yielding agency mortgage backed real estate investment trusts (AmREITs).  I pointed out in the article that as a group, a divergence between AmREITs and the S&P 500 index ETF (SPY)... More »
    September 23, 2009 • AGNC, NLY, ANH
  • Capstead Mortgage - A Mortgage REIT High Dividend Stock by Double Dividend Stocks
    Capstead Mortgage, (CMO), is a mortgage REIT which invests mostly in residential Adjustable Rate Mortgages that are issued and backed by U.S. government agencies, Fannie Mae, Freddie Mac, and Ginnie Mae. Obviously, the residential ARM market has been a tumultuous place during the housing and... More »
    August 20, 2009 • CMO, HTS, NLY
  • Huge Dividend REIT Stocks by Alex Khandelwal
    This is my first post on the Seeking Alpha InstaBlogs.  So without hesitation, I will jump right into my dividend play for the remainder of 2009.  American Agency Mortgage Corporation (AGNC) is a mortgage REIT with a whopping dividend of $1.50 per quarter.  At the close on August... More »
    August 19, 2009 • AGNC, ANH, CMO
  • Watchlist Additions by Brian Kyser
    Stocks that appear to be worth watching in this tape (S&P 500 weak trade, short-term exhausted momentum), exhibiting strength recently and could present break-out potential after some consolidation: MGEE, HTS (both dividend plays), OPK (speculative small-cap with news), LQD (continued... More »
    July 28, 2009 • LQD, MGEE, OPK
  • Are High Yielding aMREITs Ready to Run? by Self Directed Investor
     Agency mortgage backed real estate investment trusts, or aMREITs, are an often overlooked sub-industry in the MREIT industry and are showing recent divergence from the S&P 500.  There is good reason for this divergence given recent economic news on the underlying weak fundamentals... More »
    June 26, 2009 • NLY, ANH, MFA

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