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Business Wire (Thu, 4:09PM)
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Business Wire (May 7, 2013)
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Business Wire (May 6, 2013)
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Business Wire (May 2, 2013)
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Two Harbors Investment - Investor Day HighlightsStone Fox Capital • Wed, Oct 24, 2012
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Business Wire (Thu, 4:09PM)
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Business Wire (May 7, 2013)
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Business Wire (May 6, 2013)
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Business Wire (May 2, 2013)
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Business Wire (May 2, 2013)
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Business Wire (Apr 18, 2013)
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Business Wire (Apr 15, 2013)
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at CNBC.com (Apr 8, 2013)
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Business Wire (Apr 2, 2013)
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Business Wire (Mar 22, 2013)
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at CNBC.com (Mar 21, 2013)
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Business Wire (Mar 19, 2013)
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Business Wire (Mar 18, 2013)
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Business Wire (Mar 18, 2013)
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Business Wire (Mar 14, 2013)
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Business Wire (Feb 27, 2013)
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Business Wire (Feb 6, 2013)
TWO vs. ETF Alternatives
Company Description
Currently, there's no company description for TWO.
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, February 28, 10:11 AM Credit Suisse (CS) becomes just the 2nd issuer (RWT is the other) of MBS backed by jumbo loans since the crash with a $425,7M deal. Fitch assigned a top rating to the vast majority of the paper, which has a loss buffer of 7.05%. Reportedly a partner in the securitization is Two Harbors (TWO). 2 Comments [Financials]
- Wednesday, February 6, 4:37 PM More on Two Harbors (TWO) Q4 earnings: Core earnings fell from $0.32 in Q3 to $0.28. Sale of MBS during quarter added about $0.31/share to earnings (dividend was $0.55). Book value/share of $11.54, up $0.10 from Q3. Net interest spread of 2.9%, down 200 bps from Q3. Shares +0.6% AH. (PR) 1 Comment [Financials, Earnings]
- Wednesday, February 6, 4:23 PM Two Harbors Investment (TWO): Q4 Core EPS of $0.28 misses by $0.05. Book value/share of $11.54. (PR) Comment! [Earnings, Financials, Breaking News]
- Wednesday, February 6, 12:10 AM Notable earnings after Wednesday’s close: AKAM, ALL, ARAY, ARRS, ATML, ATO, BDN, CBG, CINF, CVA, CYS, DV, ENS, FMC, GHDX, GMCR, HIMX, IACI, IRBT, LF, NTES, NWSA, ORLY, OSUR, PAA, PDH, PNG, PRU, QUIK, SGMO, SRCL, TQNT, TRLA, TRLG, TSO, TWO, V, XIDE, YELP Comment! [Earnings]
- Tuesday, February 5, 5:35 PM Notable earnings after Wednesday’s close: AKAM, ALL, ARAY, ARRS, ATML, ATO, BDN, CBG, CINF, CVA, CYS, DV, ENS, FMC, GHDX, GMCR, HIMX, IACI, IRBT, LF, NTES, NWSA, ORLY, OSUR, PAA, PDH, PNG, PRU, QUIK, SGMO, SRCL, TQNT, TRLA, TRLG, TSO, TWO, V, XIDE, YELP 1 Comment [Earnings]
- Friday, January 18, 3:31 PM Not long ago having no pure-plays on the single-family rental business, investors now have two. Spun off from Altisource Portfolio Solutions (ASPS) is Altisource Residential (RESI), +17% in a month. Spun off at the same time from Two Harbors (TWO), Silver Bay (SBY), +16% in a month. Both will presumably announce initial dividends soon. 3 Comments [Financials]
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Monday, December 17, 2012, 5:36 PM
After-hours top gainers, as of 5:15 p.m.: DFS +2.4%. TWO +2.3%. BAC +2.1%. UNIS +1.8%. RF +1.1%.
After-hours top losers: PHG -6%. RAS -5.5%. RMTI -3.4%. NWY -2.8%. UVXY -1.8%. Comment! [On the Move] - Monday, December 17, 2012, 4:32 PM Two Harbors Investment (TWO) declares $0.55/share quarterly dividend. For shareholders of record Dec. 31. Payable Jan. 18. Ex-div date Dec. 27. (PR) Comment! [Dividends]
- Monday, December 17, 2012, 4:18 PM Two Harbors (TWO) gains 2.2% AH after declaring a $0.55 Q4 dividend, up from $0.36 last quarter. The company doesn't break out how much of this is from recurring income, and how much from the sale of its single-family property portfolio to Silver Bay (SBY) and the realized gains from MBS sales. (PR) Comment! [Financials, Breaking News, On the Move]
- Friday, December 14, 2012, 8:42 AM Silver Bay Realty (SBY) Realty prices its 13.25M share IPO at $18.50/share vs. an expected range of $17-$19. A spinoff of Two Harbors Investment (TWO), Silver Bay looks to be the first publicly-traded pure play on a hot Wall Street investment idea - single family rentals (see Blackstone). James Shell has a wonderful analysis of the IPO. TWO +0.8% premarket. Comment! [Financials]
- Wednesday, December 5, 2012, 5:07 PM More on Silver Bay Realty: The company company currently owns 2,548 homes, with 1,597 purchased within the last 6 months. Of those held for longer, the occupancy rate is 91% with average rent of $1,126/mo. With average purchase price of about $121K, it's a rental yield (no expenses yet taken out) of 11.2%. 5 Comments [Financials]
- Wednesday, December 5, 2012, 4:42 PM Silver Bay Realty Trust files to raise about $265M in an IPO. A spinoff of Two Harbors Investment (TWO), the company may be the only publicly traded pure play on the single family landlord business. The stock will trade under the symbol SBY. (S-1) 9 Comments [Financials, U.S. Economy]
- Tuesday, December 4, 2012, 10:04 AM Leveraging a bond yielding 1.5%-2% by 8X is not a great business, writes David Schawel, remaining bearish on pure-agency mREITs. Dividends - and share prices along with them - will be cut more than expected next year. How about non-agency? Maybe too popular, he says. "Every hedge fund is suddenly an expert." (other ideas instead: I, II) 22 Comments [Financials]
- Tuesday, November 27, 2012, 12:56 PM Since the election, "the market freaks out we're going to find (FHFA head) Ed DeMarco at the bottom of the Potomac River one day," notes a questioner at Two Harbors' (TWO) FBR Conference presentation. The fears are overblown, responds management, admitting mortgage principal reductions (which DeMarco opposes) would be problematic for MBS holders, but insisting they're politically nearly impossible. Comment! [Financials]
- Tuesday, November 27, 2012, 11:16 AM Turning to non-agency MBS (webcast), JPMorgan gets even more bullish. Key is their expectation of 3-5% growth in home prices (with upside potential) in 2013. While the paper is likely to retain some correlation with risk on/risk off, the fundamentals of improving housing - rising prices, declining distressed sales, declining shadow inventory - will be of growing importance. (previous on MBS) Comment! [U.S. Economy, Financials]
- Tuesday, November 27, 2012, 10:35 AM More from JPMorgan on MBS: The mREITs will continue to purchase agency MBS even with the Fed dominating the market, says Matthew Jozoff, noting the firms weren't sellers even during the financial crisis. With their stock prices already below book value (pg. 14), the main threat to mREITs would be a termination of repo funding or a massive MBS sell-off - neither very likely according to Jozoff's team. 15 Comments [Financials]
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Dividend Living
http://on.wsj.com/YvN2uc perhaps this article is what is causing the selloff in mREITs? looks like a great buying opportunity for $TWO - View all 1 replies
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Complete n00b: It looks like most of them are down today... perhaps you are right...
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NV_GARY: $TWO.WS? are those the warrants that changed price from 11.00 to 10.25 in the 8K announcement yesterday. I don't get it. Supposed to be SBY
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Vertical Spread
Got the free Silver Bay shares today spun off of $TWO. So weird to see your portfolio with a new name in it, that you didn't buy. - View all 11 replies
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Vertical Spread: My SBY's are there, and a nice note from E*Trade to boot. You Scottraders should switch teams! Minor hiccup re: TWO.WS, all good now!.
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Complete n00b: Still nothing in Sharebuilder... Maybe time to jump ship. :(
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mrmedusa: http://seekingalpha.com/n/jmdh I am glad I bought a bit more TWO to get more SBY. Now we'll see.... -
mrmedusa: Absolutely. I'm now on the 401 committee at work. We meet4/23 to discuss roth 401.
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Patrick Harden
Think $TWO shareholders are somewhat disappointed by the paltry $0.01 dividend from $SBY? Gonna take $SBY a while to ramp up dividend. - View all 1 replies
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DaLatin: I'm ok & share price creeped back up. Didn't close on high,but, aok 4 me.
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Ocean Man: I found it interesting that SN funded that acquisition with convertible preferred shares rather than debt. Still analyzing the acreage.
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LATEST REPLIES
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Kandiman: That may be true,you were strong on both of them and & both dropping sharpley. The way the dow is today they may be in the $ 30's by now. -
Todd Johnson: Hi Kandiman, I own a number of stocks - yes. My newsletter returns speak for themselves. A free article is worth the price you pay for it.
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Joseph P. Porter: Yah, they cut the divvy this month. On the upside, that's $.01 less we lose from our share price.
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Joseph P. Porter: CXS Up 2.12% so far today. Maybe my article had something to do with that. ha ha ha! I crack me up, sometimes. Overall, portfolio Okay.
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Paul Zimbardo
Is American Capital Agency Corp. The Best REIT? seekingalpha.com/article/871101 $AGNC $TWO #Stocks #Investments #REITs #Dividends - View all 1 replies
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Joseph P. Porter: my stop was hit this A.M. NLY punted. It is easier to let the bank pull the plug than to have to sit and make the sell decision myself.
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losbronces: Yes, but aren't they spinning off their single-family residence business? It might explain the cut.
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Patrick Harden
Two Harbors (TWO) to spinoff single family into new REIT. TWO will dividend out shares of the spinoff. http://yhoo.it/U6GnAv - View all 1 replies
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Patrick Harden: The new REIT, Silver Bay Realty Trust, would be the first public REO-to-rental REIT.
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Archman Investor
I cannot go to any financial website now without TWO Fisher Investment ads popping up in my face!! Fisher is wealthy from marketing. - View all 1 replies
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Joseph P. Porter: A solution may be to use a pop-up blocker - if it's the pop up that's bothering you.
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wallstreetpro2
OH YEAH ! got my $1,875 dividend check this morning from AGNC got $600 bucks last week from TWO looks like its gonna be a good weekend - View all 15 replies
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Portfolio Management 101: You actually got a check? Have you not heard of direct deposit?
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Michael Kudrna: Many good buying opportunities but the time-frame is whats is important. Most "good buying opps" are only if you hold it long-term
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DAG1996: seems that, until euro either implodes or stabilizes, our markets only have minor upside with mostly downside so i might wait it out.