Jul 7, 2014 by Dave KoppenhefferIs Invesco Mortgage Capital Inc Overvalued? Here's How to TellForget fancy formulas, here are a few simple steps to determine the relative value of Invesco Mortgage Capital.
Jul 2, 2014 by Dave KoppenhefferThis Risk Gives Two Harbors Investment Corp an Edge Over Annaly Capital Management, Inc.Prepayments are one of the most important risks for mREITs to manage. Two Harbors' ability to better manage this risk gives it an edge over Annaly Capital Management.
Jun 25, 2014 by Dave KoppenhefferAre Annaly Capital Management, Inc. and American Capital Agency Corp. Rooting Against the U.S. Economy? Considering the Federal Reserves targets for raising interest rates, could mREITs benefit from slower economic growth?
Jun 24, 2014 by Dave KoppenhefferThe Curious Thing mREITs Are Spending Millions a Year OnEvery expense that cuts into a mREITs profits has an effect on its dividend. Here's one surprising expense mREITs are paying million a year on.
Jun 23, 2014 by Dave KoppenhefferCould Interest Rates Rise Sooner Than Expected? (ARMOUR Residential REIT, Inc.)On Wednesday, Federal Reserve Chair Yellen spoke on economic outlook and monetary policy. Here's what that means for mREITs.
Jun 16, 2014 by Dave KoppenhefferIs Annaly Capital Management and American Capital Agency's Dividend At-Risk? Here's How to Tell For income investors, nothing is more important than the dividend. Here's how to tell if you favorite mortgage REIT's dividend is safe.
Jun 12, 2014 by Dave KoppenhefferIs Chimera Investment Corporation Back on Track or Skidding Out of Control?Following an accounting blunder mortgage REIT Chimera has fallen way behind on its SEC filings. Is the company finally back on track?
Jun 5, 2014 by Dave Koppenheffer3 Reasons Commercial Real Estate Gives Annaly Capital Management an Edge Over American Capital AgencyAnnaly's investment in commercial real estate give the company a true competitive advantage over competitor American Capital Agency, here's how.
Jun 5, 2014 by Dave KoppenhefferWhich Soda Giant Is the Best Dividend Stock? Finding great dividend stock can be as simple as sticking head in the fridge. But which of these refreshment kings deserves a place in your portfolio?
Jun 5, 2014 by Dave KoppenhefferThe Basics of Dividend Giant PennyMac Mortgage Investment TrustEverything you need to know to get started investing in mREIT PennyMac Mortgage Investment Trust.
Jun 3, 2014 by Dave KoppenhefferRates May Stay Low: What This Means for Annaly Capital Management and American Capital Agency Corp.A recent speech by the President and CEO of the Federal Reserve Bank of New York suggested that interest rates may remain low. Here's what that means for Annaly and American Capital Agency.
Jun 3, 2014 by Dave Koppenheffer1 Reason To Buy Javelin Mortgage Investment Corp Instead of ARMOUR Residential REIT, Inc.Since ARMOUR and JAVELIN have the same external manager the companies are very similar. However, there's one big difference that should allow JAVELIN to outperform ARMOUR.
May 30, 2014 by Dave KoppenhefferWhy Citigroup Inc’s Patience Is a Virtue, but Terrible for PennyMac Mortgage Investment TrustCitigroup's CEO stated on Thursday that the company will be patience selling off the last of Citi Holdings. Here's what the means for Citi and mortgage REIT PennyMac Mortgage Investment Trust.
May 28, 2014 by Dave KoppenhefferIs Management a Reason to Sell Annaly Capital Management, Inc.?Annaly has consistently under-performed peers in the last few years, is management to blame? And is this a sign to sell?
May 25, 2014 by Dave Koppenheffer3 Reasons Berkshire Hathaway Inc. Will Hold a Big Chunk of AT&T Inc.As the largest shareholder of DIRECTV will Berkshire Hathaway hold now that the companies been acquired by AT&T?
May 24, 2014 by Dave KoppenhefferBerkshire Hathaway Just Bought Stock in Verizon Communications, Should You? The latest proxy statements are out and Berkshire Hathaway added Verizon Communications. What doe they see in the business, and is now the right time to buy?
May 19, 2014 by Dave Koppenheffer3 Reasons Investors Should Love The “New” Bank of America CorpBank of America began its cost cutting initiative in 2011. After two full years of cutting branch locations and reducing headcount, is the company any better off?
May 18, 2014 by Dave KoppenhefferWhich Insurer Is the Better Buy: American International Group Inc or ACE Limited? With the market high, it's getting harder to find great value. Today I'll compare two global multiline insurers and determine which is the better buy.
May 14, 2014 by Dave KoppenhefferBetter Buy After Earnings: Annaly Capital Management or Two Harbors Investment Corp.?Both Annaly and Two Harbor's stock price took a hit after first quarter earnings. What happened, and does this open up a buying opportunity?
May 9, 2014 by Dave Koppenheffer3 Things You Need to Know About The Latest Earnings At Aon, Marsh & McLennan, and Willis GroupThe top global insurance broker have reported first quarter earning, here's what investors need to know.
