Scott Kennedy
Contributor since: 2013
Latest Articles
Cherry Hill Mortgage And Arlington Asset Investment: A Tale Of Two mREITs (Includes MBS Pricing And Current BV Projections)
Annaly Capital's Dividend, BV, And Valuation Versus 19 mREIT Peers (Post Q3 2018 Earnings) - Part 1
Fully Assessing Prospect Capital's Results For Fiscal Q1 2019 (Recent Positive And Cautionary Trends)
Assessing Main Street Capital's Results For Q3 2018 (Includes Discussion Of Dividend Transition)
Analyzing Altria Group's Results For Q3 2018 (Includes 2019 Dividend And Adjusted Diluted EPS Projections)
Analyzing AGNC Investment's Results For Q3 2018 (Including November 2018-February 2019 Dividend Projection)
Prospect Capital's Fiscal Q1 2019 NAV And NII Projection (Includes Current Price Target And Recommendation)
Main Street Capital's Q3 2018 NAV And NII Projection (Includes Current Recommendation And Price Target)
AGNC Investment's Q3 2018 And 10/12/2018 BV Projection (Includes Annaly's BV Projection)
Main Street Capital's Detailed Dividend Sustainability Analysis (Includes First Half Of 2019 Special Periodic Dividend Projection)
AGNC Investment's Q3 2018 Income Statement And Earnings Preview - Part 3 (Notable MBS Price Decreases)
AGNC Investment's Q3 2018 Income Statement And Earnings Projection - Part 2 (Hedges Partially To The Rescue)
AGNC Investment's Q3 2018 Income Statement And Earnings Projection - Part 1 (Including Net Spread Trend)
Prospect Capital's Detailed Dividend And NAV Sustainability Analysis - Part 2 (Includes Remaining Fiscal Year 2019 Monthly Dividend Projection)
Annaly Capital's Dividend And Valuation Compared To 19 mREIT Peers (Includes Q4 2018 And 2019 Dividend Projections) - Part 2
AGNC Investment And Orchid Island Capital: MBS Pricing For Q3 2018 (Recent Cautionary Trend)
Prospect Capital's Detailed Dividend And NAV Sustainability Analysis - Part 1 (Includes Remaining Fiscal Year 2019 Monthly Dividend Projection)
Main Street Capital's NAV, Dividend, And Valuation Compared To 14 BDC Peers (Post Q2 2018 Earnings) - Part 2
Prospect Capital's NAV, Valuation, And Dividend Compared To 14 BDC Peers (Post Q2 2018 Earnings)
A Full Analysis Of Prospect Capital's Results For Fiscal Q4 2018 (2 Recent Cautionary Trends)
Assessing Oaktree Strategic Income's Results For Fiscal Q3 2018 (Includes Current Recommendation)
Comparing Main Street Capital's NAV, Dividend, And Valuation To 12 BDC Peers (Post Q2 2018 Earnings) - Part 1
Analyzing Oaktree Specialty Lending's Results For Fiscal Q3 2018 (Includes Investment Rating Analysis)
Comparing Annaly Capital's BV, Dividend, And Valuation To 20 mREIT Peers (Post Q2 2018 Earnings) - Part 1
Annaly Capital And Arlington Asset Investment: MBS Pricing For First Half Of Q3 2018 (Includes Current BV Projections)
Analyzing Main Street Capital's Results For Q2 2018 (Includes Updated Price Target)
Analyzing AGNC Investment's Results For Q2 2018 (Including August-October 2018 Dividend Projection)
Assessing Altria Group's Results For Q2, Including 2018 Dividend Increase Projection
Prospect Capital's Fiscal Q4 2018 NII And NAV Projection (Includes Recent Notable Events)
Bimini Capital Management Remains Notably Undervalued (Potential For 1-Year 50% Upside)
AGNC Investment's Q2 2018 And 7/13/2018 BV Projection (Includes NLY BV Projection)
AGNC Investment's Q2 2018 Income Statement And Earnings Preview - Part 3 (Modest MBS Price Decreases)