• Two Harbors Disappoints but Future Is Bright

    By James Clarkson - August 15, 2013 | Tickers: AMTG, TWO, WMC

    Given the continued volatility in interest rates during the second quarter, analysts across the board preferred hybrid mortgage REITs over the Agency-only counterparts. That’s because their hybrid portfolios provided some diversification and protection against book value erosion. Among them, Two Harbors (NYSE: TWO) remained a top pick. However, investors and analysts bullish on Two Harbors were left quashed when it reported lower-than-expected earnings for 2Q. Let’s see what more »

  • Don't Be Shocked by the Fed's Latest Actions

    By Piyush Arora - July 1, 2013 | Tickers: AGNC, NLY, AMTG

    Thanks to the improving job scenario and rebounding real estate sector in the U.S., the Federal Reserve recently announced that it could “consider” tapering off its monthly liquidity injections sooner than expected. While this may come as a shocker, I believe that this is a great time to buy REITs.

    This is because in its press release, the Fed had stated that it will keep a close eye on more »

  • Picking The Best REIT(s) Out There

    By Piyush Arora - May 29, 2013 | Tickers: AGNC, NLY, AMTG

    One of the most common comparisons for income purposes is between American Capital Agency (NASDAQ: AGNC) and Anally Capital Management (NYSE: NLY) with dividend yields of 16.6% and 12%, respectively. The high yield of American Capital may appear lucrative, but its payout ratio of 202% is worrisome. Adding to those worries, American Capital's disappointing results are expected to strain its payouts even further.

    Disappointing Results

    For the recent more »

  • Best REITs in Business

    By Piyush Arora - February 19, 2013 | Tickers: AGNC, NLY, AMTG, CIM

    According to recent data by the Commerce Department, new home sales in the US are at their 3-year highs, rising by 20% in 2012. Moreover, the sales of pre-owned homes stood at 4.65 million, which is at its 5-year high. In my opinion, we can see continued growth momentum in 2013, especially since the Fed decided to inject $45 billion of additional liquidity every month. Moreover investor sentiment and more »

  • Housing Recovery: Buy These 2 Stocks

    By Piyush Arora - December 17, 2012 | Tickers: AGNC, NLY, AMTG, CYS


  • Why You Should Retire on REIT's

    By John Monaghan - October 18, 2012 | Tickers: AMTG, PEI

    Perhaps one of the most discouraging maxims, which stock market investors ever hear, goes like this, “The price of a stock reflects all of the information available to market participants.”  The implication is that you cannot outsmart the market.  Whether or not we actually subscribe to this defeatist philosophy, let us entertain it.  We will explore how we can still beat the market when we apply fundamental valuation principles to more »

  • Rental REITs are a Good Choice in a Bad Housing Market

    By Kevin Gill - August 8, 2012 | Tickers: AMTG, AEC, AVB, HME, IVR, MAA, UDR

    If you’re like me and you believe that the market for housing ownership will be noticeably depressed for years to come, than you want to look at rental REITs. REITs (real estate investment trust) can be in slightly different forms. The type to embrace in this market deals exclusively with rental properties. Being a part of a rental REIT allows an investor to make money off of the surge more »