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.
Posts Tagged ‘NYSE:TWO’
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 redemptions by investors...
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.
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 they sport solid dividend...
UDR, Inc. (UDR): Hedge Funds Aren’t Crazy About It, Insider Sentiment Unchanged
At the moment, there are dozens of gauges market participants can use to monitor Mr. Market. Some of the best are hedge fund and insider trading activity.
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 trading interest.
Two Harbors Investment Corp (TWO), Annaly Capital Management, Inc. (NLY), American Capital Agency Corp. (AGNC): 3 Things Every mREIT Investor Should Hear
This week at the Barclays Capital Global Financials Conference, droves of CEOs, CFOs, and CIOs trotted on stage to address a room full of eager analysts.
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.
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.
Two Harbors Investment Corp (TWO), PennyMac Mortgage Investment Trust (PMT), Newcastle Investment Corp. (NCT): The Best mREIT Bargains
Mortgage REITs invest in mortgage-backed securities (MBSes) using short-term financing.
Annaly Capital Management, Inc. (NLY), American Capital Agency Corp. (AGNC): Are Rates Headed Higher?
With the Federal Reserve scheduled to meet this month to decide on the fate of its monetary policy, many analysts and central bank observers are speculating that it may finally...
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.
BRE Properties Inc (BRE): Are Hedge Funds Right About This Stock?
If you were to ask many investors, hedge funds are assumed to be useless, outdated investment tools of a forgotten age.
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.
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 Estate Investment Trust (mREIT) industry...
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.
REIT Highlights: Two Harbors Investment Corp (TWO) Upgraded, Hatteras Financial Corp. (HTS) is in Danger
Ladenburg Thalmann upgraded shares of Two Harbors Investment Corp. from a neutral rating to a buy rating in a report released on Wednesday, TheFlyOnTheWall.com reports.
Chicago Bridge & Iron Company N.V. (CBI), Trinity Industries, Inc. (TRN): Here’s What This 149-Bagger Has Been Buying and Selling
Today let's look at Appaloosa Management, founded by investing giant David Tepper and known for investing in the debt of companies in distress.
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.
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.
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.
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:PMT) swam against the...
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 the new foreclosure-to-rental...
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.
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 performance.
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.
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.
CenturyLink, Inc. (CTL), Two Harbors Investment Corp (TWO), Sirius XM Radio Inc (SIRI): Here’s What This $15 Billion Money Manager Has Been Buying
Today, let's look at Eagle Asset Management, a massive money management arm of Raymond James Financial.
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.
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 of this year.
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.
Zoetis Inc (ZTS), 3D Systems Corporation (DDD), American Capital Agency Corp. (AGNC): Here’s What This $17 Billion Money Manager Has Been Buying
Today, let's look at Fred Alger Management, founded in 1964, and managing mutual funds, pension funds, and 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 by the Fed.
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 small cap stocks among...
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.
Annaly Capital Management, Inc. (NLY), American Capital Agency Corp. (AGNC): mREIT Share Prices are Falling but Do Their Dividends Fill the Gap?
This selling has been compounded in the last few weeks as the yield on US government debt has started to rise back up to realistic levels, which has spurred investors to dump ...
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.
UDR, Inc. (UDR): Hedge Funds and Insiders Are Bearish, What Should You Do?
In the eyes of most investors, hedge funds are assumed to be underperforming, outdated investment tools of years past.
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.
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.
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 and dividend cuts...
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.
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.
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 plummet.
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 program.
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 fund sentiment lately.
Annaly Capital Management, Inc. (NLY), Capstead Mortgage Corporation (CMO): Five mREITs With Attractive Yields
Mortgage-backed real estate investment trusts [mREITs] usually yield higher compared to other income stocks.
Annaly Capital Management, Inc. (NLY), Two Harbors Investment Corp (TWO): Could Now Be a Good Time to Buy mREITs?
It has been well documented that the Fed's newest asset purchase program has depressed the yields on MBS, squeezing income for highly leveraged mREITs that rely on the interest...
Two Harbors Investment Corp (TWO): Hybrid mREIT Diversifies Further
Two Harbors Investment Corp (NYSE:TWO) is one of the hybrid REITs in the US, and has large investments in both Agency and non-Agency residential mortgage backed securities.
Two Harbors Investment Corp (TWO): Variety Is The Stuff Of Profit?
It didn't take hybrid mortgage REIT Two Harbors Investment Corp (NYSE:TWO) long to spring back -- with vigor -- after the spectacularly lousy earnings reports from agency-only...
