Here’s What Hedge Funds Think About Two Harbors Investment Corp (TWO)
“The global economic environment is very favorable for investors. Economies are generally strong, but not too strong. Employment levels are among......(read more)
Posts Tagged ‘NYSE:TWO’
Here’s What Hedge Funds Think About Two Harbors Investment Corp (TWO)
Like everyone else, elite investors make mistakes. Some of their top consensus picks, such as Amazon, Facebook and Alibaba, have not done well in Q4 due......(read more)
Is Two Harbors Investment Corp (TWO) A Good Stock To Buy?
Before we spend many hours researching a company, we’d like to analyze what insiders, hedge funds and billionaire investors think of the stock first......(read more)
Two Harbors Investment Corp (TWO) Getting More Love From Hedge Funds
Hedge fund managers like David Einhorn, Dan Loeb, or Carl Icahn became billionaires through reaping large profits for their investors, which is why piggybacking......(read more)
Wesley Capital’s Top Real Estate Stock Picks for Q2
Wesley Capital Management is a New York-based long/short equity hedge fund that primarily invests in real estate securities. The fund was founded in 2001......(read more)
Whitebox Advisors’ Top Long Positions Heading Into Q2
Andy Redleaf‘s Whitebox Advisors was in the news earlier this year when it announced the closure of its mutual fund operations after seeing significant......(read more)
10 Ultra-High Dividend Small-Cap Stocks You Should Know About, Part 1
Nothing makes the day of a fixed income investor the way that finding a reasonably-priced, ultra-high dividend stock does. Since most large-cap and mid......(read more)
Five Cheap REITs Under $10 that Hedge Funds are Bullish On
Real Estate Investment Trusts (REIT) represent great investment opportunities, mainly because they pay most of their profits as dividends, which is why......(read more)
UDR, Inc. (UDR): Hedge Funds Aren’t Crazy About It, Insider Sentiment Unchanged
What’s a smart UDR, Inc. (NYSE:UDR) investor to do? At the moment, there are dozens of gauges market participants can use to monitor Mr. Market......(read more)
Hedge Funds Are Buying Senior Housing Properties Trust (SNH)
At the moment, there are plenty of metrics shareholders can use to monitor publicly traded companies. A couple of the best are hedge fund and insider......(read more)
Two Harbors Investment Corp (TWO), Annaly Capital Management, Inc. (NLY), American Capital Agency Corp. (AGNC): 3 Things Every mREIT Investor Should Hear
Source: OTA Photos. Management matters — especially when it comes to investing in mortgage REITs. This week at the Barclays Capital Global Financials......(read more)
This Metric Says You Are Smart to Sell Essex Property Trust Inc (ESS)
To the average investor, there are dozens of gauges shareholders can use to track publicly traded companies. Some of the most underrated are hedge fund......(read more)
mREIT News Reports: American Capital Agency Corp. (AGNC)’s Contracts, Two Harbors Investment Corp (TWO)’s Price Target & ARMOUR Residential REIT, Inc. (ARR)
Editor’s Note: American Capital Agency Corp. (NASDAQ:AGNC), Two Harbors Investment Corp (NYSE:TWO), ARMOUR Residential REIT, Inc. (NYSE:ARR), ......(read more)
Two Harbors Investment Corp (TWO), PennyMac Mortgage Investment Trust (PMT), Newcastle Investment Corp. (NCT): The Best mREIT Bargains
Given the low yields provided by fixed-income instruments, high-yielding mortgage REITs may offer an attractive opportunity for investors. What are mortgage......(read more)
Annaly Capital Management, Inc. (NLY), American Capital Agency Corp. (AGNC): Are Rates Headed Higher?
If you’re thinking about buying a home but are waiting for mortgage rates to settle back down, then I hope you’re in it for the long haul.......(read more)
Camden Property Trust (CPT): Hedge Fund and Insider Sentiment Unchanged, What Should You Do?
Now, according to many market players, hedge funds are viewed as useless, outdated financial vehicles of an era lost to time. Although there are In excess......(read more)
BRE Properties Inc (BRE): Are Hedge Funds Right About This Stock?
Should BRE Properties Inc (NYSE:BRE) investors track the following data? If you were to ask many investors, hedge funds are assumed to be useless, outdated......(read more)
REIT Updates: American Capital Agency Corp. (AGNC)’s High Yield, American Capital Ltd. (ACAS)’s Amendment & Two Harbors Investment Corp (TWO)
Editor’s Note: Related tickers: American Capital Agency Corp. (NASDAQ:AGNC), American Capital Ltd. (NASDAQ:ACAS), Two Harbors Investment Corp (NYSE......(read more)
Two Harbors Investment Corp (TWO), American Capital Agency Corp. (AGNC), Annaly Capital Management, Inc. (NLY): What Is An mREIT?
Warren Buffett is famous for advising investors to “be greedy when others are fearful.” This advice is apropos for the current mortgage Real......(read more)
What’s on REIT: Two Harbors Investment Corp (TWO) & Invesco Mortgage Capital Inc (IVR) CEO Richard King, ARMOUR Residential REIT, Inc. (ARR)’s New COO
Editor’s Note: Two Harbors Investment Corp (NYSE:TWO), Invesco Mortgage Capital Inc (NYSE:IVR), ARMOUR Residential REIT, Inc. (NYSE:ARR), Javelin......(read more)
REIT Highlights: Two Harbors Investment Corp (TWO) Upgraded, Hatteras Financial Corp. (HTS) is in Danger
Editor’s Note: Two Harbors Investment Corp (NYSE:TWO), Invesco Mortgage Capital Inc (NYSE:IVR), Hatteras Financial Corp. (NYSE:HTS) Two Harbors......(read more)
Chicago Bridge & Iron Company N.V. (CBI), Trinity Industries, Inc. (TRN): Here’s What This 149-Bagger Has Been Buying and Selling
Every quarter, many money managers have to disclose what they’ve bought and sold, via “13F” filings. Their latest moves can shine a......(read more)
REIT News Updates: American Capital Agency Corp. (AGNC) New Options, American Capital Ltd. (ACAS) Jumps, Two Harbors Investment Corp (TWO) Buy Rating
Editor’s Note: American Capital Agency Corp. (NASDAQ:AGNC), American Capital Ltd. (NASDAQ:ACAS), American Capital Mortgage Investment Crp (NASDAQ......(read more)
Why Two Harbors Investment Corp (TWO) Investors Should Not Panic
Two Harbors Investment Corp (NYSE:TWO) doesn’t really get the respect it deserves from most mREIT-focused bloggers. This is a company that had enormous......(read more)
mREIT News: American Capital Agency Corp. (AGNC)’s Performance, Two Harbors Investment Corp (TWO)’s Downgraded Shares & American Capital Ltd. (ACAS)
Editor’s Note: Related tickers: American Capital Agency Corp. (NASDAQ:AGNC), Two Harbors Investment Corp (NYSE:TWO), American Capital Ltd. (NASDAQ......(read more)
PennyMac Mortgage Investment Trust (PMT), Two Harbors Investment Corp (TWO): Why This Mortgage REIT Can Do What No Others Dare
After a brutal earnings season during which most mortgage REITs reported second-quarter declines in book value, PennyMac Mortgage Investment Trust (NYSE......(read more)
Two Harbors Investment Corp (TWO), The Blackstone Group L.P. (BX), Public Storage (PSA): Silver Bay Realty Knocks It Out of the Park
Though heavy investor involvement in the single-family housing market has helped fuel a sort of housing boom, real estate investment trusts created on......(read more)
Arlington Asset Investment Corp (AI), Two Harbors Investment Corp (TWO): This High-Yielding REIT Has Soared Along With the Housing Market
If you are a dividend investor, Arlington Asset Investment Corp (NYSE:AI) should be on your radar. This company has consistently paid dividends since......(read more)
CYS Investments Inc (CYS), Capstead Mortgage Corporation (CMO): Book Value Still the Biggest Concern for mREITs
A few weeks ago, an Agency mREIT, CYS Investments Inc (NYSE:CYS), reported a worse than expected book value decline when it disclosed its second-quarter......(read more)
ARMOUR Residential REIT, Inc. (ARR), Javelin Mortgage Investment Corp (JMI), Two Harbors Investment Corp (TWO): What to Expect From Your mREIT
Mortgage REITs have been income-oriented investors’ favorite for long due to their elevated dividend yields. Since we are well into the earnings season......(read more)
American Capital Agency Corp. (AGNC), Two Harbors Investment Corp (TWO) – Freddie Mac to MBS Buyers: We’re Done Shouldering All the Risk
In July, Freddie Mac closed a $400 million mortgage-backed bond offering of a new product called Structured Agency Credit Risk. This new product is part......(read more)
CenturyLink, Inc. (CTL), Two Harbors Investment Corp (TWO), Sirius XM Radio Inc (SIRI): Here’s What This $15 Billion Money Manager Has Been Buying
Every quarter, many money managers have to disclose what they’ve bought and sold, via “13F” filings. Their latest moves can shine a......(read more)
The Blackstone Group L.P. (BX): Housing Is Back…Observe Thy Leader!
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&#......(read more)
Javelin Mortgage Investment Corp (JMI), Invesco Mortgage Capital Inc (IVR): Some Hybrids Need to Be Avoided on Book Value Concerns
The continued speculation regarding the timing of the Fed’s tapering of MBS purchases has led to significant interest rate volatility since the start......(read more)
Annaly Capital Management, Inc. (NLY), Two Harbors Investment Corp (TWO): Buy These mREITs Around QE Unwinding
The confusion around the unwinding of QE persists as the Fed again links its unwinding intentions to macroeconomic improvements. The macroeconomic indicators......(read more)
Zoetis Inc (ZTS), 3D Systems Corporation (DDD), American Capital Agency Corp. (AGNC): Here’s What This $17 Billion Money Manager Has Been Buying
Every quarter, many money managers have to disclose what they’ve bought and sold, via “13F” filings. Their latest moves can shine a......(read more)
American Capital Agency Corp. (AGNC), Annaly Capital Management, Inc. (NLY): Buy These mREITs Amid QE Unwinding
The already pressured Agency mortgage REITs sector came under more pressure after the Financial Times reported that QE3 tapering is likely to be signaled......(read more)
Billionaire David Tepper’s Small Cap Picks Include The Goodyear Tire & Rubber Company (GT)
Our research on hedge funds has suggested that small cap stocks are a leading source of alpha; among our findings, we’ve concluded that the most popular......(read more)
Senior Housing Properties Trust (SNH): Hedge Funds and Insiders Are Bearish, What Should You Do?
Is Senior Housing Properties Trust (NYSE:SNH) a buy right now? The best stock pickers are getting less bullish. The number of long hedge fund positions......(read more)
Annaly Capital Management, Inc. (NLY), American Capital Agency Corp. (AGNC): mREIT Share Prices are Falling but Do Their Dividends Fill the Gap?
A combination of falling dividend payouts and concerns about future Federal Reserve policy have hit the shares of highly levered mortgage REITs hard in......(read more)
CYS Investments Inc (CYS): Dividend Upsets in Mortgage REITs
The mortgage REITs sector witnessed a rally late last week with all the major mREITs posting gains. While the stock market rally was partially the reason......(read more)
UDR, Inc. (UDR): Hedge Funds and Insiders Are Bearish, What Should You Do?
Is UDR, Inc. (NYSE:UDR) a buy, sell, or hold? Prominent investors are turning less bullish. The number of long hedge fund positions dropped by 2 recently......(read more)
Two Harbors Investment Corp (TWO), Annaly Capital Management, Inc. (NLY): Hybrids vs Pure-Play mREITs
The key to the mortgage REIT sector right now is the preservation of book value. Given the relative strength of the non-Agency MBS market, hybrid mREITs......(read more)
This Metric Says You Are Smart to Sell Apartment Investment and Management Co. (AIV)
Apartment Investment and Management Co. (NYSE:AIV) was in 11 hedge funds’ portfolio at the end of March. AIV investors should be aware of a decrease......(read more)
Invesco Mortgage Capital Inc (IVR), Two Harbors Investment Corp (TWO): Why Insiders Are Bullish on These High-Yielding Stocks?
Since the launch of the third round of quantitative easing in September last year, the mortgage REITs sector has seen tremendous compression in profitability......(read more)
American Capital Agency Corp. (AGNC), Annaly Capital Management, Inc. (NLY), Two Harbors Investment Corp (TWO): Forget the Ugly Past and Look at the Bright Future of These Stocks
The latest weekly Mortgage Bankers Association survey is out with some sigh of relief for the pure-play mREITs. The survey reveals a hike in mortgage......(read more)
Two Harbors Investment Corp (TWO), CYS Investments Inc (CYS): Mortgage REITs…We May Be Down, But We Are Not Out
What a difference a day makes. After experiencing a swoon over investor concerns about the economy and the Federal Reserve’s money policies, mortgage......(read more)
Annaly Capital Management, Inc. (NLY), American Capital Agency Corp. (AGNC), ARMOUR Residential REIT, Inc. (ARR): Mortgage REITs Have Fallen, and They Can’t Get Up
The carnage in the mortgage REIT sector that began in May has extended into June, as investors flee and the trusts watch their stock prices and book values......(read more)
Two Harbors Investment Corp (TWO), ARMOUR Residential REIT, Inc. (ARR): The Best and Worst mREITs Amid the Fed’s Exit
Bloomberg reports that mortgage rates have climbed to their highest in a year despite the Fed’s continuous efforts to curtail them through its MBS buying......(read more)
Two Harbors Investment Corp (TWO): Are Hedge Funds Right About This Stock?
Two Harbors Investment Corp (NYSE:TWO) was in 24 hedge funds’ portfolio at the end of the first quarter of 2013. TWO has seen an increase in hedge......(read more)
