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No Bears Hibernating in High Dividend Mortgage REITs

Posted: June 11, 2013 at 11:50 am

The recent rise in long-term interest rates is crushing the high dividend mortgage REIT sector, as investors are looking to pare down their exposure to riskier assets and assets that ...
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More Caution in Mortgage REITS, High Dividends at Risk

Posted: June 5, 2013 at 1:35 pm

There remains some concern in the high dividend mortgage REIT sector. A fear of higher interest rates, compression of mortgage-backed securities valuations, and a lack of new mortgage-backed securities supply ...
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Rising Interest Rate Risk For Big Dividends, Sector By Sector

Posted: May 31, 2013 at 2:22 pm

The bull market appears to still be alive and well for equities, but the risk of rising interest rates is plaguing bonds and investments tied to big dividends. What equity ...
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Bear Market in Bonds Could Crush Mortgage REITs and Their High-Yield Dividends

Posted: May 28, 2013 at 12:15 pm

Rising interest rates on 10-year Treasuries suddenly may start competing against the high-dividend and high-yield stock sectors. The real question is which sectors will hold up and which ones will fall ...
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Is QE Damning Mortgage REITs and Their Dividend Prospects?

Posted: May 13, 2013 at 12:47 pm

High yield investors have been chasing the attractive dividend payouts offered by the mortgage REIT sector for years and years now. Unlike the high payouts from telecom, tobacco, and utilities ...
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Beware the Sharp Rise in Treasury Yields (GS, TBT, TLT, MORT, XHB)

Posted: January 4, 2013 at 11:48 am

Interest rates are nearly zero and the Federal Reserve has pledged to keep them that way until unemployment reaches 6.5% and as long as inflation does not get to a ...
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Annaly Risks and Downgrades Highlight Further Risks in High-Yield Mortgage REITs

Posted: November 7, 2012 at 10:45 am

The mortgage REIT sector's issues are starting to surface. Annaly Capital Management Inc. (NYSE: NLY) is said to be one of the safest of the high-yield mortgage REIT sector, but ...
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QE3 May Pose At Least Some Dividend Risks To High-Yield Mortgage REITS (NLY, AGNC, CIM, MFA, STWD, IVR, HTS, CYS, ANH, MORT)

Posted: September 13, 2012 at 1:21 pm

Ben Bernanke and the FOMC delivered today on the promise of quantitative easing to start buying mortgage-backed securities to the tune of $40 billion per month.  The measure would allow for ...
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Annaly Downgrade Highlights Mortgage REIT Sector Risks Ahead (NLY, MORT)

Posted: March 22, 2012 at 10:27 am

Annaly Capital Management Inc. (NYSE: NLY) is holding up rather well considering an analyst downgrade this morning.  The research team at Stern Agee lowered the Annaly rating down to Underperform ...
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Chimera Accounting Review, A Lesson For Other Mortgage REITs (CIM, NLY, AGNC, HTS, MORT)

Posted: November 15, 2011 at 11:01 am

Chimera Investment Corporation (NYSE: CIM) is the mortgage REIT which we used to dub "the vulture mortgage REIT" because of its targets in lower-rated mortgage-backed securities. Usually a delay in a ...
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Mortgage REITs Trying To Recapture Lost Ground (NLY, AGNC, HTS, CIM, IVR, MORT)

Posted: October 6, 2011 at 9:55 am

The mortgage REIT sector is trying to make a comeback after many lost 10% or more of their value from last week to the start of this week as many issues ...
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Are High-Yield Mortgage Dividend REITs Doomed? (NLY, AGNC, HTS, CIM, IVR, RWT, PMT, DX, ARI, STWD, CLNY, CXS, MORT)

Posted: September 3, 2011 at 9:30 am

There was a development this week in the land of the high-yielding mortgage REITs.  Wealthy and income oriented investors have been flocking to these for years because of their ...
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Key Issues for the Week Ahead, The Unusual Suspects (AAPL, BKS, CLWR, EGPT, E, SLV, MORT, PUDA, SAFM, TWC, TUDO, VZ, WAMUQ, WETF)

Posted: August 22, 2011 at 8:02 am

We have many carryover issues this Monday from last week and the weekend that will be feature issues to watch this week.  These are "The Unusual Suspects" for the week ...
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New Mortgage REIT ETF Highlights Double-Digit Dividend Yields (MORT, NLY, AGNC, CIM, MFA, HTS)

Posted: August 17, 2011 at 4:09 pm

Investors now have yet one more option to choose from when it comes to investing in mortgage REITs.  Van Eck Global has now launched the Market Vectors Mortgage REIT Income ...
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