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27 'Safer' Dividend REITs: Cherry Hill, IRSA, CYS, And Sutherland Are Tops As Per Broker's March Targets

Mar. 06, 2018 12:22 PM ETAGNC, ARR, CHMI, CIM, CYS, DX, IRS, IVR, MITT, MTGE, NLY, PMT, RC, SPG, TWO2 Comments


  • Top net gain "safer" dividend Real Estate stocks averaged 20.48% net 3/3/18. Five also claimed top yields.
  • 27 of 90 Real Estate Sector stocks were tagged "safer" for dividends because they showed positive one-year returns and free cash flow yields greater than their dividend yields.
  • Top 10 "safer" dividend March Real Estate annual-yields ranged from 11.16% to 15.6%. Their free cash-flow yields ranged from 12.28% to 67.63%.
  • Total annual returns narrowed the Real Estate field from 90 to 88 by disqualifying two firms reporting negative numbers.
  • Analyst one-year targets estimated ten highest-yield "safer" dividend Real Estate stocks made 21.72% more gains from $5K invested in the lowest priced five than from $5K invested in all ten.

Actionable Conclusion (1-10): Analysts Allege Top Ten Real Estate "Safer" Stocks Could Net 21% to 32% Gains To March 2019

Five of the ten top Real Estate dogs by yield (shaded in the chart above) were found among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield strategy for this Real Estate group was graded 50% accurate by broker analysts.

Projections based on estimated dividend returns from $1000 invested in the thirty highest yielding stocks and their aggregate one year analyst median target prices, as reported by YCharts, created the 2018-19 data points. Note: one year target prices from one analyst were not applied (n/a). Ten probable profit-generating trades projected to March, 2019 were:

Cherry Hill Mortgage Investment (CHMI) netted $318.25 based on estimates from two analysts plus dividends less broker fees. The Beta number showed this estimate subject to volatility 68% less than the market as a whole.

IRSA Inversiones (IRS) netted $300.71 based on dividends plus a median target price estimate from three analysts less broker fees. The Beta number showed this estimate subject to volatility 80% more than the market as a whole.

CYS Investments (CYS) netted $288.41 based on estimates from five analysts, plus dividends less broker fees. The Beta number showed this estimate subject to volatility 57% less than the market as a whole.

Sutherland Asset Mgt (SLD) netted $278.19 based on a target price estimates from four analysts, plus dividends less broker fees. The Beta number 34% less than the market as a whole.

Dynex Capital (DX) netted $272.01, based on dividend plus mean target price estimates from four analysts less broker fees. The Beta number showed this estimate subject to volatility 29% less than the market as a whole.

MTGE Investment (MTGE) netted $226.38

Two or more of these Real Estate sector dividend pups qualified as a valuable catches! They are helping make investing fun again! Find them among the 52 Dogs of the Week (DOTW)I and others among 52 DOTWII now accumulating returns. Also, a Safari to Sweet Success (Dogs of the Week III) launched in early September. Click here to subscribe or get more information.

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Yet always remember: Root for the Underdog.

This article was written by

Fredrik Arnold profile picture

Fredrik Arnold is a retired quality service analyst sharing investment ideas with a primary focus on dividend yields by utilizing free cash flow and one-year total returns as trading indicators.

He is the leader of the investing group The Dividend Dog Catcher, where he shares a minimum of one new dividend stock idea per week with focus on yield or extraordinary financial circumstances. All ideas are archived and available after weekly announcement. Learn more.

Analyst’s Disclosure: I am/we are long MNR. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (2)

yankeebo profile picture
Looking to buy CYS and DX for quick dividends.
Joel O profile picture
thanks, I plan to increase a few of my positions shortly 😊
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Related Stocks

SymbolLast Price% Chg
AGNC Investment Corp.
ARMOUR Residential REIT, Inc.
Cherry Hill Mortgage Investment Corporation
Chimera Investment Corporation
CYS Investments, Inc.

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