Stonk Broker Live NewsMar 18, 2023
Annaly Capital's BV, Sector Valuation, And Dividend Sustainability Versus 19 mREIT Peers - Part 1 (Includes Recommendation For All Covered Peers As Of 3/15/2023)

https://seekingalpha.com/article/4588452-annaly-capital-bv-sector-valuation-and-dividend-sustainability-versus-19-mreit-peers?source=feed

#ScottKennedy #AAIC.PB #AAIC.PC #CHMI.PA #CHMI.PB #GPMT.PA #MITT.PA #MITT.PB #MITT.PC #RITM.PA #RITM.PB #RITM.PC #RITM.PD #ARR.PC #CIM.PA #CIM.PB #CIM.PC #CIM.PD #EFC.PA #EFC.PB #EFC.PC #AGNCL
Annaly Capital's BV, Sector Valuation, And Dividend Sustainability Versus 19 mREIT Peers - Part 1 (Includes Recommendation For All Covered Peers As Of 3/15/2023)

Part 1 of this article compares NLY’s recent investment composition, leverage, hedging coverage ratio, quarterly BV, economic return (loss), and current valuation to 19 mREIT peers.

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Stonk Broker Live NewsMar 15, 2023
Big Opportunity For Big Yields

https://seekingalpha.com/article/4587562-big-opportunity-for-big-yields?source=feed

#ColoradoWealthManagementFund #NLY.PF #NLY.PG #NLY.PI #PMT.PA #PMT.PB #PMT.PC #DX.PC #GAINN #GAINZ #RC.PC #RC.PE #SIVBP #VGSIX #VGSLX #VGSNX #AGNC #ARCC #BXMT #CHMI #CSWC #EARN #FBRT #GAIN #GBDC #GPMT #KBWY #MAIN #MFIC #MITT #MORT #NYMT #OCSL #ORCC #PFLT #PSEC #RITM #SCHW #SIVB #SLRC #TCPC #TPVG #TSLX #ARR #CIM #EFC #FSK #IVR #MFA #NLY #ORC #PFF #PMT #RCA #RCC #TWO #VNQ #WMC
Big Opportunity For Big Yields

The massive beatdown in mortgage REITs and BDCs triggered a wave of upgrades on The REIT Forum. Read more on the REIT sector here.

Seeking Alpha
Stonk Broker Live NewsFeb 14, 2023
Dump This Fat 16% Yield Before The Cut

https://seekingalpha.com/article/4577855-dump-fat-16-percent-yield-before-cut?source=feed

#ColoradoWealthManagementFund #AAIC.PB #AAIC.PC #CHMI.PA #CHMI.PB #FBRT.PE #GPMT.PA #MITT.PA #MITT.PB #MITT.PC #PSEC.PA #RITM.PA #RITM.PB #RITM.PC #RITM.PD #ACR.PC #ACR.PD #ARR.PC #CIM.PA #CIM.PB #CIM.PC #CIM.PD #EFC.PA #EFC.PB #EFC.PC #IVR.PB #IVR.PC #MFA.PB #MFA.PC #NLY.PF #NLY.PG #NLY.PI #PMT.PA #PMT.PB #PMT.PC #TWO.PA #TWO.PB #TWO.PC #AGNCL #AGNCM #AGNCN
Dump This Fat 16% Yield Before The Cut

Big unsustainable yield at a premium valuation. This share isn’t for investors, it’s for suckers.

Seeking Alpha
Stonk Broker Live NewsJan 30, 2023
A Painfully Obvious Dividend Choice

https://seekingalpha.com/article/4573346-a-painfully-obvious-dividend-choice?source=feed

#ColoradoWealthManagementFund #AAIC.PB #AAIC.PC #CHMI.PA #CHMI.PB #FBRT.PE #GPMT.PA #MITT.PA #MITT.PB #MITT.PC #PSEC.PA #RITM.PA #RITM.PB #RITM.PC #RITM.PD #ACR.PC #ACR.PD #ARR.PC #CIM.PA #CIM.PB #CIM.PC #CIM.PD #EFC.PA #EFC.PB #IVR.PB #IVR.PC #MFA.PB #MFA.PC #NLY.PF #NLY.PG #NLY.PI #PMT.PA #PMT.PB #PMT.PC #TWO.PA #TWO.PB #TWO.PC #AGNCL #AGNCM #AGNCN #AGNCO #AGNCP
A Painfully Obvious Dividend Choice

Similar shares at different valuations are the basis for alpha. The research is so hard, it requires adding dividends or looking at a chart.

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Stonk Broker Live NewsJan 13, 2023
3 Big Dividend Yields Up To 13%

https://seekingalpha.com/article/4569827-3-big-dividend-yields-up-to-13-percent?source=feed

#ColoradoWealthManagementFund #AAIC.PB #AAIC.PC #CHMI.PA #CHMI.PB #FBRT.PE #GPMT.PA #MITT.PA #MITT.PB #MITT.PC #PSEC.PA #RITM.PA #RITM.PB #RITM.PC #RITM.PD #ACR.PC #ACR.PD #ARR.PC #CIM.PA #CIM.PB #CIM.PC #CIM.PD #EFC.PA #EFC.PB #IVR.PB #IVR.PC #MFA.PB #MFA.PC #NLY.PF #NLY.PG #NLY.PI #PMT.PA #PMT.PB #PMT.PC #TWO.PA #TWO.PB #TWO.PC #AGNCL #AGNCM #AGNCN #AGNCO #AGNCP
3 Big Dividend Yields Up To 13%

We own shares in all three picks. Up to 33% upside to book value. Dividends were steady. The only dividend reduction in the batch was less than 5%. Read more here.

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