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Annaly Capital Management Inc (NLY)
Annaly Capital Management Inc (NLY)
Daily Insider Ratings Round Up 12/8/17: CTL, ITRI, PDVW, NLY, FI, PSEC, JOE, ISCO
InsiderInsights' Daily Round Up articles rate the "significance" of the top 10 dollar value insider purchases and sales filed at the SEC on the Title date. Dollar value is only the most basic metric to assess the significance of an insider transaction, however, and there are many more "Signifi…
Bleak Future For Agency mREITs - How To Benefit From It
Introduction Agency mREITs became popular with income-seeking investors in the aftermath of the Great Financial Crisis when a unique set of market circumstances allowed mREIT to deliver high returns. With market normalization, mREIT returns will remain low and below current investor expect…
Seeking New Shareholders Who Don't Care About Fundamentals
Annaly Capital Management ( NLY ) is severely overvalued. Investors seem content to pay a premium to book value despite the macroeconomic challenges facing mortgage REITs. NLY is more diversified than most mortgage REITs: Source: NLY investor presentation However, the substantial majority …
This New Brilliant Issuance Has Investors Being Friendly
Two Harbors ( TWO ) issued yet another preferred share. Combined with their first two and the spin of Granite Point Mortgage Trust (GPMT), their coverage ratio is getting materially worse. With their credit sensitive portfolio, weak coverage, and external management, I simply think any long-te…
Mortgage REITs rally on tax hopes?
The iShares FTSE Nareit mREIT ETF (NYSEARCA: REM ) gained nearly 1% amid some chatter that sector investors might see a lighter tax bill on their dividends. More news on: iShares Mortgage Real Estate Capped ETF, Annaly Capital Management, Inc., AGNC Investment Corp., Financial …
Should You Buy This 10.2%-Yielding Mortgage REIT?
Annaly Capital Management, Inc. 's ( NLY ) shares don't have an appealing risk-reward ratio, and investors may want to wait for a drop towards a more reasonable valuation level before scooping up shares for an income portfolio. Annaly Capital Management sells for a slight premium to book valu…
Rough session for mREITs as rates head higher
The two-year Treasury yield has carved out a new five-year high today, up 2.4 basis points to 1.786%. With the 10-year Treasury yield at 2.42%, that leaves just about a 63 basis point spread between the two. More news on: Annaly Capital Management, Inc., AGNC Investment Corp., CYS Investme…
A 7.5% Yield Traders Should Keep An Eye On From AGNC Preferred Share
AGNC Investment Corp. ( AGNC ) has two preferred shares: Source: AGNC investor presentation The Series C preferred share is also known as AGNCN. AGNCN has been a strong contender for the buy-and-hold investor. However, Ill be focusing on AGNCB and how its a good …
Top 10 Net Payout Yields For November 2017
This article is a continuation of a monthly series highlighting the top net payout yield (NYSE: NPY ) stocks that was started back in June 2012 (see article ) and explained in August 2012 (see article ). The series highlights the best stocks for the upcoming month utilized in part to make in…
Intelligent REIT Investor Mortgage REIT Preferred Update
Mortgage REIT preferred stocks continue to attract investors interest due to the higher yields available within the sector and the relative stability when compared to the mortgage REIT equity universe. We typically recommend that investors stick to the preferred stocks of mortgage REITs in ord…
This 10% Yield Told You Its Secret And You Ignored It
I am bearish on Annaly Capital Management ( NLY ). But you probably already knew that. Lets move away from the investors presentations and towards the supplemental. NLYs supplemental actually give us an idea of whats going on. I will be comparing Q2 2017 and Q3…
Annaly Capital Management Inc (NLY)