Two Harbors Investment Corp.

  • 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 »

  • This High-Yielding REIT Has Soared Along With the Housing Market

    By Emmanuel Floriann - August 8, 2013 | Tickers: AI, MFA, TWO

    If you are a dividend investor, Arlington Asset Investment (NYSE: AI) should be on your radar. This company has consistently paid dividends since 2003, and currently yields a whopping 14%. On top of that, its shares are also doing well, gaining an astounding 26.9% growth this year.

    Arlington Asset Investment is a small-cap investment firm with a market capitalization of $425.34 million. The company specializes in the acquisition more »

  • Housing Is Back...Observe Thy Leader!

    By Shmulik Karpf - July 23, 2013 | Tickers: SBY, BX, TWO

    It's always a good idea to pay attention to what the world’s largest private-equity firm is doing with its business. That's because it's usually the first canary to sing the song of a new business trend. Back in November 2012, the boss of Blackstone Group (NYSE: BX) had called the bottom in the housing market. Specifically, he said that "This is the kind of thing that more »

  • mREIT Share Prices are Falling but Do Their Dividends Fill the Gap?

    By Rupert Hargreaves - June 13, 2013 | Tickers: AGNC, NLY, CIM, TWO

    A combination of falling dividend payouts and concerns about future Federal Reserve policy have hit the shares of highly levered mortgage REITs hard in recent months.

    This selling has been compounded in the last few weeks as the yield on US government debt has started to rise back up to realistic levels, which has spurred investors to dump mREIT stocks in favor of the relatively risk free government debt.

    Having more »

  • 5 mREITs With Attractive Yields

    By Nur Tarkak - May 30, 2013 | Tickers: NLY, CMO, CIM, HTS, TWO

    Mortgage-backed real estate investment trusts [mREITs] usually yield higher compared to other income stocks. This is due to the fact that these companies get a tax shield if their distribution of profits is at least 90%. However, income from dividends is not tax-free. Thus, investors don’t get to fully enjoy the tax-free benefit. The dividend earnings will be treated as income. Nevertheless, they are still better than having no more »

  • Could Now Be a Good Time to Buy mREITs?

    By Rupert Hargreaves - May 22, 2013 | Tickers: AGNC, NLY, TWO

    It has been well documented that the Fed's newest asset purchase program has depressed the yields on MBS, squeezing income for highly leveraged mREITs that rely on the interest spread between the interest they are paying on their borrowed money and interest received from MBS to generate income for shareholders.

    However, with rumors about the Fed's tapering of asset purchases starting to circulate, could now be the time more »

  • These 3 Companies Are Diluting Shareholder Value

    By Rupert Hargreaves - May 8, 2013 | Tickers: DCIX, HCP, TWO

    As a value investor, one thing that always puts me off investing in a company is the dilution of shareholder value through constant issuance of new stock.

    Although it's sometimes done with the best intentions in mind, such as the re-payment of debt or increasing CAPEX spending, stock issuance can completely erode shareholder value on a per share basis. That said, it can also benefit shareholders over the longer more »

  • Tracking Cash Inflows: A Good Method to Locate Investment Opportunities

    By Jeff Stouffer - April 28, 2013 | Tickers: ALK, IWM, OCN, PCYC, TWO

    Exchange-traded funds have gained popularity for a variety of reasons. One feature that may assist the average investor in seeking investment opportunities is the daily transparency of the holdings. Observing the passive index following style empowers the investor to get a sense of what the exchange-traded fund will buy. These two elements may help uncover what stocks are being purchased by these funds.

    An investor may also choose to acquire more »

  • Double Digit Profits From Quantitative Easing

    By Ken McGaha - April 18, 2013 | Tickers: NLY, AI, NYMT, TWO

    Quantitative easing (QE) is a term with which many American adults may be familiar, but might not really understand what it is and how it can impact them. 

    What is QE and its effect?

    QE, as it's applied today, is the action being taken by the Federal Reserve Bank (the Fed) to buy large portions of new debt being issued by the Treasury Department to finance the government’s more »

  • Double Digit Profits From Quantitative Easing

    By Ken McGaha - April 14, 2013 | Tickers: NLY, AI, NYMT, TWO

    Quantitative easing (QE) is a term with which almost any American adult is probably quite familiar but may not really understand what it is and how it can impact them favorably or unfavorably. Effective investing is not about whether one agrees or disagrees with something that is taking place, it is about assessing the likely impact a certain action or situation will have and positioning capital in order to effectively more »

  • Profit Off This Unique Dividend

    By Mike Thiessen - April 12, 2013 | Tickers: NLY, SBY, TWO

    Two Harbors Investment Corporation (NYSE: TWO) has raised some eyebrows in the investing world with the recent announcement that it would issue nearly 18 million shares of fellow REIT Silver Bay Realty Trust (NYSE: SBY) in a special dividend distribution to its shareholders. The development comes on the heels of a secondary offering of 50 million shares that dramatically reduced its share price.

    Market-watchers have been asking similar questions for 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 »

  • Analyzing the Top REITs

    By Piyush Arora - April 11, 2013 | Tickers: AGNC, NLY, CXS.DL, TWO

    The Federal Reserve has been injecting $85 billion of liquidity every month and will continue to do so, until the unemployment rate falls below 6.5% and inflation is under control. To revive industrial growth and consumer spending, it has kept its long-term interest rates near to zero. This cheaply available credit in the economy has caused a spike in prepayments and narrowed interest rate spreads, which is contracting the more »

  • Analysing Top REITs in Business

    By Piyush Arora - April 7, 2013 | Tickers: AGNC, NLY, CXS.DL, TWO

    The Federal Reserve Bank has been injecting $85 billion of liquidity every month, and will continue to do so until the unemployment rate falls below 6.5% with inflation under control. And to revive industrial growth and consumer spending, it has kept its long term interest rates near to zero. This cheaply available credit in the economy has caused a spike in prepayments and narrowed the interest rate spreads, which more »

  • 13 for '13: First-Quarter Results Are In!

    By Jeff Ross, MD - April 1, 2013 | Tickers: AAPL, SBY, BX, TWO

    If you joined with me and invested in some (or all) of my "13 for '13" recommendations at the start of the new year, you may be interested to see how we have faired so far in 2013.  The ride has been exciting ... because it's always more fun to ride investments up than to watch them crash down!

    In my opinion, the equities market really has nowhere to go more »

  • How to Play Single-Family Homes with REITs

    By Jordan Wathen - March 26, 2013 | Tickers: SBY, BX, TWO, UMH

    Have you heard the news?  Single-family homes are the new investment of the day. Big players like private-equity king Blackstone (NYSE: BX) are acquiring single family homes for rental income and appreciation. Blackstone is on a $100 million a week buying spree, having purchased $3.5 billion worth of American homes in just the past year.

    For investors, the opportunities in single-family homes are huge. Spreads between borrowing costs (currently more »

  • Are These Dividends Safe?

    By Rupert Hargreaves - March 13, 2013 | Tickers: AZN, PBI, TWO, WIN

    'Cliffs Natural Resources the biggest U.S. iron ore producer, fell the most in more than three years after cutting its quarterly dividend by 76 percent and announcing a share sale to repay debt.'

    'Cliffs reduced the payout to 15 cents a share, the Cleveland-based company said in a statement after the close of trading yesterday. That erases the increase made in March, when Cliffs raised the dividend to 62 more »

  • Elite Hedge Fund Betting on Apple, AIG and ‘Income at a Reasonable Price’

    By Meena Krishnamsetty - March 8, 2013 | Tickers: AIG, AAPL, GOOG, MSFT, TWO

    Apple (NASDAQ: AAPL) and American International Group (NYSE: AIG) are the smart money's top two equity investments, according to our database of consensus filings from the end of the fourth quarter. Let's take a look at one fund that was invested in both companies heading into 2013.

    Hedge funds have their fair share of critics. At Insider Monkey, though, we track 450 of the world's most elite more »

  • One mREIT to Put on Your Buy List This Week

    By Jordo Bivona - March 6, 2013 | Tickers: ARR, O, TWO

    Armour Residential (NYSE: ARR) recently announced its preliminary estimated results for the fourth quarter and the year 2012 as well as a new preferred stock offering. In this article, I will discuss Armour Residential as an investment in relation to the estimated fourth quarter results and latest stock offering.

    Preliminary Estimated Results

    Armour Residential announced the preliminary estimated results and select financial data for the fourth quarter. The company estimates more »

  • Insiders Are Crazy About These Stocks

    By Meena Krishnamsetty - February 28, 2013 | Tickers: FMER, HLSS, INFA, TWO

    The principles of diversification conclude that it is unwise to accumulate too much company-specific risk. This is why investors are often advised to buy stocks in different industries or sectors; it is also why company insiders are normally expected to sell rather than buy shares. When insiders buy stock, it signifies a certain level of confidence in the company. This is an explanation for why insider purchases tend to be more »

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