Invesco Mortgage Capital

  • This mREIT Offers Double-Digit Yield

    By Nur Tarkak - June 24, 2013 | Tickers: NLY, ARR, IVR, MFA

    Invesco Mortgage Capital (NYSE: IVR) is one of the most attractive dividend stocks, yielding an astounding 14.26%. But it is quite risky, as well. The stock performance is a roller coaster, with numerous dips and jumps for this year. The bottom-line is a loss for this year so far. However, this is offset by its yield, which is higher than its share growth. Shares of Invesco might soar if more »

  • How to Make the Fed Pay You

    By Shmulik Karpf - June 19, 2013 | Tickers: AGNC, NLY, IVR

    mREITS make their living by borrowing money at low, short-term interest rates and then buying government-guaranteed mortgage bonds that pay higher, long-term rates. They earn money on the "spread" between those two rates. They're basically a form of a bank, only without branches, bankers, and bank commissions. As of late, shares of companies in the mREIT sector such as Annaly Capital (NYSE: NLY), American Capital Agency (NASDAQ: AGNC) and more »

  • MBS REITs Look Good Now, But Can Their Performance Hold Up?

    By Mike Thiessen - June 11, 2013 | Tickers: AGNC, IVR, NYMT

    In recent years, REITs have gained tremendous favor as stable investments that produce high but predictable yields. Many REITs distribute at least 10 percent of their total NPV on an annual basis, and many have yields that exceed 15 percent. In exchange, REITs generally trade within narrow ranges and rarely participate in equity-market rallies without catalysts specific to the real estate market.

    Three firms have caught the attention of observers more »

  • An 11% Yield With Potential Growth

    By Chad Henage - March 20, 2013 | Tickers: AGNC, NLY, HTS, IVR

    With short-term interest rates as low as they have been in years, it's not surprising that investors are looking for a better yield on their investments. The current environment has made mortgage REITs very popular because of their high-yields. However, there is one company in this space that looks like the best overall play. Invesco Mortgage Capital (NYSE: IVR) might not be the most well known name in this more »

  • These 3 Numbers Make This High-Yield Stock A Buy

    By Chad Henage - March 19, 2013 | Tickers: NLY, CMO, HTS, IVR | Editor's Choice

    High yielding stocks get a lot of attention these days, because of the low interest rate environment. The challenge for investors is, discovering which high yield will hold up. The REIT business holds many high yield candidates, but from what I can see, there are three numbers that make Hatteras Financial (NYSE: HTS) a buy at these levels.

    An Idea As Old As The Market Itself
    It's ironic that more »

  • This mREIT Has Red Flags You Can't Ignore

    By Maxwell Fisher - March 14, 2013 | Tickers: AGNC, CIM, IVR

    It is always a red flag when a company delays the publication of its financial statements. Chimera Investment (NYSE: CIM) has not reported its results for all of 2012, and now faces a final deadline from the NYSE, or it risks delisting. This article focuses on the consequences for the company and its investors.

    Final extension from the NYSE

    Chimera announced that it has obtained a final 30-day extension for more »

  • A Few More REITs for Your IRA

    By Ryan Peckyno - March 5, 2013 | Tickers: CMO, DX, IVR, PMT

    A few weeks ago I wrote an article, Two REITs for Your IRA

    That article explains how REITs work and why you should consider investing in REITs.

    Since penning that article, I have done a lot of research on REITs.  And after starting with well over 100 REITs, I narrowed that list down to ten.

    Then I selected four of those to use in this article.

    Those four REITs are more »

  • What I Think Of ARMOUR Residential REIT

    By Ron Chatterjee - February 21, 2013 | Tickers: AGNC, ARR, IVR, MFA

    While rising mortgage rates increase the chance of higher revenue, higher leverage still concerns me in regards to Armour Residential (NYSE: ARR). It is not a people's favorite these days, as the monthly stock price graph shows--yet you have a "buy" rating from my end. With increasing stability in the housing market, a lower valuation, and improving fundamentals, the company might be worth a glance.

    Company Profile

    This excerpt more »

  • Take Advantage of This 16.1% Dividend Yield While it Lasts

    By Jordo Bivona - January 14, 2013 | Tickers: AGNC, NLY, CYS, IVR, TWO

    I have been thinking a lot about the outlook in 2013 for American Capital Agency (NASDAQ: AGNC) as well as the Agency mREIT industry.

    My Predictions

    I anticipate that compression of net interest spreads will continue along with a further recovery of the U.S. housing market. Though I see yields continuing to remain low, significant additional pressure on net interest margins should ease while the book value will most more »

  • Dissecting Invesco Mortgage 12.99% Dividend Yielder

    By Mohsin Saeed - December 28, 2012 | Tickers: AGNC, NLY, ARR, IVR

    Invesco Mortgage Capital’s (NYSE: IVR) diversified MBS portfolio gives the company an edge over the rest of the mortgage REITs under the prevailing macroeconomic situation, where the Fed is committed to keep the yield curve flat through its various initiatives. The mortgage rates have declined to the record low due to QE3 and Operation Twist. The 15-year mortgage rates declined to 2.65%, while the 30-year US mortgage rates more »

  • A Jack of All Trades With an 11% Yield

    By Chad Henage - December 19, 2012 | Tickers: NLY, CIM, HTS, IVR

    In certain businesses, it's better to have flexibility. I'll never forget Peter Lynch saying that this was one of the keys to his investing success was that his fund wasn't tied to one type of investment class. He could take good ideas from growth or value funds and invest where the best opportunity was at the time. This is the way I think of Invesco Mortgage (NYSE: IVRmore »)

  • Why This Dividend Cut Is a Good Thing

    By Chad Henage - December 19, 2012 | Tickers: NLY, CIM, HTS, IVR

    Some investors have adopted a very short-term way of thinking in today's market. I personally prefer companies that are investing in their business for the long-term rather than trying to “buy” short-term profits. This is partially why I own shares in Hatteras Financial Corp. (NYSE: HTS). Hatteras is a mortgage real estate investment trust, but the company specializes in adjustable rate loans instead of the 30 year variety that more »

  • Avoid Mortgage REITs During QE3

    By Shas Dey - November 16, 2012 | Tickers: AGNC, NLY, IVR, NCT, PMT

    The third round of quantitative easing through which the Federal Reserve will purchase agency mortgage-backed securities, although considered a stimulus for the slowing economy, will have a negative impact on certain Real Estate Investment Trusts (REITs). REITs that invest exclusively in agency mortgage- backed securities (MBS) will be the ones that take the worst hit.

    However, before we proceed, we should know a little more about REITs.

    REITs make direct more »

  • Trading Annaly on QE3 Pressures

    By Douglas Ehrman - October 9, 2012 | Tickers: AGNC, NLY, CIM, IVR

    As with any investment vehicle that is tied to the fixed income market, the forces that impact Annaly Capital Management (NYSE: NLY) are often complex and contradictory. The most basic relationship in fixed income is the inverse one that exists between yield and price: When prices rise, yields fall and vice versa, which means that timing is of critical importance in the construction of a fixed income portfolio. Because it more »

  • A 14% Yield You Can't Miss

    By Piyush Arora - September 26, 2012 | Tickers: AGNC, NLY, CYS, IVR

    We all know what happened during the crash of the 2008-2009, and most of the investors prefer to stay away from mREITs. The pessimism is justified, given the amount of risks they incur, but hey, no risk no reward right? Well we don’t mean that any risky investment would yield good returns, but any sound investment just might do the job. The Federal Reserve Bank announced a stimulus package 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 »

  • Ben Bernanke's Gift of High Yield, No Debt Stocks

    By Jonathan Yates - August 22, 2012 | Tickers: ANH, CYS, GS, IVR, PMT

    When Federal Reserve Chairman Ben Bernanke strides to the podium at Jackson Hole in late August to speak, the entire mortgage investment industry should rise up and cheer. 

    The stock holders for companies in this sector such Ellington Financial LLC, Invesco Mortgage Capital (NYSE: IVR), Anworth Mortgage Asset (NYSE: ANH), PennyMac Mortgage Investment (NYSE: PMT), and CYS Investments (NYSE: CYS) should all join in the standing ovation.  Due to Bernanke 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 »

  • Why I Bought Invesco Mortgage Capital

    By Chad Henage - July 30, 2012 | Tickers: AGNC, NLY, CMO, IVR

    I recently made some major moves in my personal portfolio and sold non-dividend paying stocks in order to purchase income producing securities. Part of the reason is, I believe these dividend payments will give me a better long-term return than taking the higher risk on non-dividend paying companies. Since I plan on reinvesting the dividends, this income will in turn buy more shares, which then will produce more income. Over time it's been shown that dividend paying stocks routinely outperform non-dividend paying stocks, and usually with less volatility. With this in mind, I took a calculated risk of purchasing shares in Invesco Mortgage Capital (NYSE: IVR). With all the other dividend paying stocks available, let me explain why I chose this particular company.

  • Climbing The Mountain

    By Chad Henage - July 3, 2012 | Tickers: NLY, IVR, IRM

    I don't think I'm making a mountain out of a mole hill, when I say investors have a huge opportunity coming up. Iron Mountain (NYSE: IRM) is moving to convert into a REIT. This came to my attention through a series of articles by fellow Fool Rick Munarriz. He periodically writes about companies that are increasing their dividend payouts. I always read these articles, and it helps me keep up with the yield of the many companies I follow. His little blurb about Iron Mountain converting to a REIT jumped off the page though because of its implications.