Sales Return For Mortgage REITs

01:48pm, Friday, 04'th Sep 2020
Price-to-book ratios dropped materially, creating new opportunities. Buying with a discount to book value doesn’t guarantee success, yet it does improve the odds dramatically.
Here are your September U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gains: 1.

Sale On 7.62% Yield From Armour's Preferred Share

10:18am, Thursday, 03'rd Sep 2020
High yields are drying up in the preferred share space. ARR-C is trading at an attractive discount and we don't believe it'll last.
Discounts to book value are the start of your analysis, but not the end. In this series, we’re providing readers with the discounts to trailing book values throughout the sector and a few notes on t
Nearly a third of homeowners have not made full payments over the past three months, signaling an impending spike in the serious delinquency rate.

Lower Forever? Fed Shift Reinforces Rally

09:00am, Saturday, 29'th Aug 2020
U.S. equity markets continued their relentless rally this week amid a bullish convergence of positive economic and housing data, encouraging coronavirus trends and a dovish tack from the Federal Reser
Under Armour Inc (NYSE: UAA), is facing a lawsuit filed by the University of California, Los Angeles (UCLA) over alleged contract breach, Bloomberg reported Wednesday. What...
Buying unloved Under Armour stock won't be easy, but extreme bargains aren't supposed to be pretty

How To Pick Mortgage REITs

10:49am, Tuesday, 25'th Aug 2020
Analysis starts with discount to book, but it doesn't end there. Using current estimates for book value is far superior to using trailing book values, but the trailing values will still give investors
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Housing Stays Red Hot

09:00am, Saturday, 22'nd Aug 2020
U.S. equity markets climbed to fresh all-time record highs this week as another slate of stellar housing data provided reassuring evidence that the economic rebound remains on solid footing.

Mortgage REIT Common Shares Are For Trading

08:42pm, Monday, 17'th Aug 2020
One topic that seems to come up regularly is investors wondering about using a buy-and-hold strategy for years on common shares.

Good News Is Bad News

09:00am, Saturday, 15'th Aug 2020
U.S. equity markets flirted with fresh all-time highs this week following a slate of better-than-expected economic data, which has ironically thrown a political curveball into the now-stalled fiscal s
July 6-August 7: Readers of Fredrik Arnold articles mentioned 50 equities in their comments. Some lamented bad news, so bad news investments (rogues) mixed with (mostly) favorites.

Mortgage REITs: Earnings Recap

10:20am, Thursday, 13'th Aug 2020
Mortgage REIT earnings season wrapped up this week. As with their Equity REIT peers, earnings reports were generally better-than-expected.
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