American Capital Mortgage Investment Corp

  • 5 Diversified REITs With Monster Yields Over 9%

    By Meena Krishnamsetty - June 27, 2013 | Tickers: MITT, MTGE, NLY, ARI, CMO

    Real estate investment trusts are no strangers to paying high dividend yields, as their incorporation and tax structures entitle them to deduct dividends paid to owners, significantly dodging a large U.S. federal income tax bill every year. Investors looking for high yields shouldn’t turn a blind eye to this industry, and gems with yields north of 9% can be found with a little digging.

    We pay attention to more »

  • Mortgage REITs Are Still a Sell

    By Reuben Brewer - June 13, 2013 | Tickers: MTGE, NLY, ARR, CIM

    Like many other real estate investment trusts (REITs), mortgage REITs have sold off of late. That drop, however, doesn't make them buys. Investors should still avoid ARMOUR Residential REIT (NYSE: ARR), American Capital Mortgage Investment (NASDAQ: MTGE), Chimera Investment (NYSE: CIM), and Annaly Capital Management (NYSE: NLY).

    The carry trade

    Mortgage REITs use equity and, more importantly, debt to buy mortgages. With interest rates at historically low levels, these more »

  • 3 REITs to Bolster Your Portfolio

    By Ash Anderson - April 18, 2013 | Tickers: ACC, MTGE, PCL

    When it comes to Real Estate Investment Trusts (REITs), there’s a multitude out there. Some buy up health centers while some focus on shopping malls. One thing that all of these REITs have in common is that they must distribute 90% of their taxable income to investors.

    These REITs are publicly traded, which means we can get our hands on these juicy 90% payouts while holding a diversified bundle more »

  • Fed Governor Exposes Mortgage REIT Risk

    By Reuben Brewer - April 16, 2013 | Tickers: MTGE, ACAS, ARR

    In a recent speech, Fed Governor Jeremy Stein used mortgage real estate investment trusts (REITs) as an example of the impact of the Federal Reserve's low rate policy. While his speech wasn't an effort to say mortgage REITs are bad investments, investors need to understand the risks these niche securities pose.

    A Simple Example

    Stein explains: “These agency REITs buy agency mortgage-backed securities (MBS), fund them largely in more »

  • Fed Governor Exposes Mortgage REIT Risk

    By Reuben Brewer - April 16, 2013 | Tickers: MTGE, ACAS, ARR

    In a recent speech, Fed Governor Jeremy Stein used mortgage real estate investment trusts (REITs) as an example of the impact of the Federal Reserve's low rate policy. While his speech wasn't an effort to say mortgage REITs are bad investments, investors need to understand the risks these niche securities pose.

    A Simple Example

    Stein explains: “These agency REITs buy agency mortgage-backed securities (MBS), fund them largely in more »

  • Three REITs to Bolster Your Portfolio Yield

    By Ash Anderson - April 15, 2013 | Tickers: ACC, MTGE, PCL

    When it comes to Real Estate Investment Trusts (REITs), there’s a multitude out there. Some buy up health centers while some focus on shopping malls. One thing that all of these REITs have in common is that they must distribute 90% of their taxable income to investors.

    These REITs are publicly traded, which means we can get our hands on these juicy 90% payouts while holding a diversified bundle more »

  • Fed Governor Exposes Mortgage REIT Risk

    By Reuben Brewer - April 14, 2013 | Tickers: MTGE, ACAS, ARR

    In a recent speech, Fed Governor Jeremy Stein used mortgage real estate investment trusts (REITs) as an example of the impact of the Federal Reserve's low rate policy. While his speech wasn't an effort to say Mortgage REITs are bad investments, investors need to understand the risks these niche securities pose.

    A Simple Example

    Stein explains: “These agency REITs buy agency mortgage-backed securities (MBS), fund them largely in more »

  • Insiders Are Crazy About These REITs

    By Meena Krishnamsetty - April 12, 2013 | Tickers: MTGE, ARR, NCT, SPG, TWO

    Company insiders should be strongly resistant to buying shares, since it increases company-specific risk rather than diversifying their wealth. Therefore, insider purchases should signal confidence in the company, and it turns out that stocks bought by insiders- particularly multiple insiders- do outperform the market on average (see our analysis of studies on insider trading).

    Real estate investment trusts (REITs) often pay high dividend yields, since these companies are required to more »

  • The Market Might Have Peaked, but These Stocks Are Worth a Watch

    By Mark Morelli - April 5, 2013 | Tickers: MTGE, ARI, CVX, LEG

    The first quarter is over. The market did very well during the first three months of 2013. The Dow Jones Industrial Average gained 8.7% and the S&P 500 rose 7.3%, not counting reinvestment of dividends.

    Doom and gloom

    Some analysts have said that the market may have already peaked for the year, and that a "correction" surely is on the way. Depending on which "doom and gloom more »

  • Has the market already peaked?

    By Mark Morelli - April 2, 2013 | Tickers: MTGE, ARI, CVX, LEG

    The first quarter is over. The market did very well during the first three months of 2013. The Dow Jones Industrial Average gained 8.7% and the S&P500 index rose 7.3%, not counting reinvestment of dividends.

    Doom and gloom

    Some analysts have said that the market may have already peaked for the year and that a "correction" surely is on the way. Depending on which "doom and gloom more »

  • How to Play the Real Estate Rebound

    By Mark Morelli - March 5, 2013 | Tickers: MTGE, HD, KMP, LOW

    More signs that the real estate market has bottomed out and is on an upward track were evident in two recently released reports:

    1) The S&P/Case Shiller index indicated that prices of single-family homes has increased 6% year-over-year at the end of 2012, the best showing in six years. Only one metro area (NYC) out of 20 reported a decrease.

    2) The U.S. Commerce Department reported that more »

  • Five High Yield Companies With Insider Buying

    By Karin Hernandez - January 12, 2013 | Tickers: EPAX, AGNC, MTGE, VNR, WMC

    They say that there are many reasons for an insider to sell, but there’s only one reason for insider buying – insiders think the price is going higher.

    I found four high-yield companies that had over a half-million dollars’ worth of insider buying in the last few months.

    I know these companies aren’t going to be the stable, reliable dividend champions with many years of consistently paying and raising more »

  • Will This mREIT Maintain its Healthy 13.5% Dividend Yield in 2013?

    By Jordo Bivona - January 3, 2013 | Tickers: AGNC, MTGE, NLY, CYS, NCT

    The Federal Reserve's recent quantitative easing has affected the mortgage REIT sector. Lowered interest rates have resulted in some homeowners refinancing their mortgages and reducing profits for mortgage REITs. However, mortgage REITs have been adjusting to the new business environment. Many of these companies have recently reduced dividends to more sustainable levels.  On the flip side, the program also keeps borrowing rates low.

    CYS Investments (NYSE: CYS) shares were more »

  • SAB Capital is Betting Big on this High Dividend Stock

    By Meena Krishnamsetty - September 13, 2012 | Tickers: MTGE, NLY, HTS, IVR, TWO

    Today, SAB Capital Management, managed by Brian Jackelow, announced in a Form 3 filing with the SEC that it had increased its stake of American Capital (NASDAQ: MTGE) above 10%. This transaction increases SAB Capital’s holdings of American Capital Mortgage from 3.3 million shares to a little over 4.7 million shares.

    In early June of this year, the hedge fund reported that it had taken a 7 more »