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Buy TWO
$12.36
-0.0500 (-0.403%)
At Close: Jun 03, 2026
Rates Plunge, High Yields At Risk
07:28am, Thursday, 28'th Dec 2023
Some agency mortgage REITs have high price-to-trailing-book ratios, while others do not. Q4 2023 has been a favorable quarter for the sector, with MBS outperforming Treasuries and swaps. One in partic
Disinflation: A Gift That Keeps Giving
09:00am, Sunday, 24'th Dec 2023
U.S. equity markets extended their winning streak to an eighth week - the longest in five years - after inflation data both domestically and abroad showed a further cooling of price pressures. Extendi
BDCs Vs. MREITs: High-Yield Rumble
06:45pm, Thursday, 16'th Nov 2023
Mortgage REITs and BDCs had varying performances in Q3 2023, with agency mortgage REITs performing the worst and BDCs performing the best. Originator/servicer mREITs and RC outperformed their peers in
Two Harbors Is Stabilizing
05:48pm, Tuesday, 31'st Oct 2023
Two Harbors Investment Corp. saw its dividend cut by 25% again this year as we predicted due to the volatile and challenging operating environment for mREITs. The company's acquisition of RoundPoint M
Why Two Harbors Investment Jumped 15.5% Today
05:27pm, Tuesday, 31'st Oct 2023
Two Harbors' book value dropped over $1 per share in the last three months, but investors were expecting worse than that. Management is trying to adapt to interest rate changes, but for now, the value
Disaster Strikes: Mortgage REITs Under Siege
06:32pm, Thursday, 26'th Oct 2023
AGNC Investment preannounces results. In line with our expectations, but it sent prices plunging. All agency mortgage REITs that reported so far have included big losses to book value. Expect that tre
Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Third Quarter 2023 Financial Results
04:15pm, Monday, 16'th Oct 2023
NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Third Quarter 2023 Financial Results.
The Devastation Of Book Value In Q3 2023
06:18pm, Monday, 09'th Oct 2023
Mortgage REIT book values were slaughtered. BDC values were not. I'm including our Q3 2023 earnings and BV estimates for stocks chosen by readers. When interest rates rip higher, it is usually very ba
Big Dividend Yields Going Higher, Dumb Debt, And Snark
05:45pm, Thursday, 28'th Sep 2023
Rising interest rates pose challenges for many REITs by impacting debt rollovers and investor alternatives. Higher rates will add around $2 billion to the national debt over the next decade. Even more
Two Harbors Investment: Mark-To-Market Books Can Be Deceiving
06:07am, Monday, 11'th Sep 2023
Two Harbors Investment Corp. has experienced a decline in book value per share due to rising interest rates and mark-to-market adjustments. The future performance of Two Harbors will be heavily influe
Here's How Two Harbors Can Afford Its 13% Dividend Yield
08:16am, Friday, 11'th Aug 2023
Two Harbors has been hit by rising interest rates. Wait until the Fed is done hiking before considering mortgage REITs.
Seeking At Least 8% Dividend Yield
07:35am, Thursday, 03'rd Aug 2023
When I buy fixed income, I buy it to hold forever. Today, we look at investments that yield over 8%. No exceptions. Usually, our preferred security recommendations remain proprietary. Today, we're mak
1 Fat Yielder To Buy And 1 To Dump
05:40pm, Tuesday, 01'st Aug 2023
We're picking one share with a big discount to book value and a reasonable dividend payout ratio relative to book value. The market may be misreading this dividend payout as plenty of sites are report
Two Harbors Investment Corp. (TWO) Q2 2023 Earnings Call Transcript
12:47pm, Tuesday, 01'st Aug 2023
Two Harbors Investment Corp. (NYSE:TWO ) Q2 2023 Earnings Conference Call August 1, 2023 9:00 AM ET Company Participants Maggie Karr - Head of Investor Relations William Greenberg - President and Chie
Excellent Investment Opportunities In Two Harbors Investment Corp.
12:00pm, Wednesday, 05'th Jul 2023
Two Harbors Investment Corp. is an agency mortgage REIT (mREIT), which also holds mortgage servicing rights. In terms of the common stock, I will discuss a pair trade - long TWO and short Armour Resid
