Two Harbors Investment Corp $ 5.17 -0.05 (-0.96%)
Two Harbors Investment Corp News and Headlines -
According to the GuruFocus All-In-One Screener, the following real estate stocks are popular among gurus.
Four gurus have positions in Essex Property Trust Inc. (ESS)
The company develops multifamily apartments. It has a market cap of $15.6 billion, and its revenue of $1.37 billion has increased 3.50% over the past 10 years.
The stock is trading with a price-earnings ratio of 45.08. The current price of $236.22 is 12.52% below its 52-week high and 10.37% above its 52-week low. Over the past 10 years, it has returned a gain of 120%.
The Amgen Inc. (AMGN) position was trimmed 96.20%, impacting the portfolio by -0.57%.
The company is a leader in biotechnology-based human therapeutics. It has a market cap of $109.96 billion and an enterprise value of $113.32 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its return on equity (ROE) of 8.19% and return on assets (ROA) of 2.85% are outperforming 81%
For investors with at least $50,000 looking for high-yield, income-producing assets, it is always at a toss-up between buying and renting a home (or multiple homes) and buying dividend-producing stocks. Some dividend producers will also produce capital gains, but so will your average home over the long term.
The market will correct and the money coming out will be placed somewhere, probably on the hard asset “safe” side. In other words, people will sell stocks to buy real estate.
Now, there will be some greed kicking in as well because you can leverage your money a lot more in real
According to GuruFocus list of 3-year lows, Ventas Inc. (VTR), Calpine Corp. (CPN), Targa Resources Corp. (TRGP) and Two Harbors Investment Corp. have all reached their 3-year lows.
Ventas Inc. reached $49.77
The prices of Ventas shares have declined to $49.77, which is 34.7% off the three-year high of $73.66.
Ventas is a real estate investment trust with a portfolio of seniors housing and healthcare properties located throughout the U.S., Canada and the United Kingdom. Ventas has a market cap of $17.52 billion, and its shares were traded at around $49.77 with a P/E ratio of 39.86 and
In October, I wrote that mortgage REIT dividends had stabilized and that many were trading below book value. As we enter 2015 much the same way we entered 2014–with fears of rising rates and an overheated stock market–I wanted to revisit the table I prepared in my October comprehensive portfolio review.
|REIT||Ticker||Weight||Book Value||Market Price||Discount / Premium||Yield|
|American Capital Agency||AGNC||12.92%||$22.08||$25.57||1.16||11.80%|
|Starwood Property Trust||STWD||8.41%||$17.31||$23.20||1.34||8.20%|
|Northstar Realty Finance||NRF||6.84%||$10.06||$17.70||1.76||9.10%|
459 Views Charles Sizemore 2015-01-06 14:09
Behind the Numbers’ Jeff Middleswart had some interesting comments on mortgage REITs in today’sThursday Thoughts:
770 Views Charles Sizemore 2014-10-10 12:38
The Omega Advisors portfolio, led by the legendary [url=http://www.gurufocus.com/StockBuy.php?GuruName=Leon+Cooperman]Leon Cooperman[/url], shows a total of 74 stocks, 10 of them new, with a total value of $6.61 billion and a quarter-over-quarter turnover of 12%. [url=http://www.gurufocus.com/StockBuy.php?GuruName=Leon+Cooperman]Leon Cooperman[/url] is the founder and chairman of Omega Advisors, a hedge fund with approximately $10 billion under management as of November 2013. Prior to starting his own firm in 1991, Cooperman was the CEO and chairman of Goldman Sachs Asset Management. Cooperman was a graduate of Columbia Business School. After working at Goldman Sachs for 25 years, Guru Cooperman founded Omega Advisors with $450 million in
752 Views Sally Jones 2013-12-16 22:47
[i]“The stock market is not overvalued right now, but it's no bargain anymore,” the legendary Guru [url=http://www.gurufocus.com/StockBuy.php?GuruName=Leon+Cooperman]Leon Cooperman[/url] of Omega Advisors told CNBC earlier this month. In a market that he feels is reasonably valued, Cooperman said, “…I have to kind of work hard to find stocks and macro themes.”[/i][i] [/i]From a bargain hunter’s perspective, here are three of [url=http://www.gurufocus.com/StockBuy.php?GuruName=Leon+Cooperman]Leon Cooperman[/url]’s lowest P/E/stocks in review. These companies also have high yields, starting with Two Harbors Investment Corp. (TWO), showing a dividend yield of more than 15%. [b]Two Harbors Investment Corp. (TWO): P/E 4.40 [/b] [b]Current Shares: 100,000 [/b] [b]Value: $1.02
1505 Views Sally Jones 2013-10-27 19:58
The current portfolio of [url=http://www.gurufocus.com/StockBuy.php?GuruName=Leon+Cooperman]Leon Cooperman[/url]'s Omega Advisors lists 74 stocks, 10 of them new, a total value at $6.52 billion, and a quarter-over-quarter turnover of 13%. The portfolio is weighted with top three sectors: financial services at 25.8%, energy at 23.2% and communication services at 12.6%. Guru Cooperman has averaged a return of 11.29% over 12 months, according to the [url=http://www.gurufocus.com/score_board.php]GuruFocus Score Board of Gurus[/url]. Here's an update on three of [url=http://www.gurufocus.com/StockBuy.php?GuruName=Leon+Cooperman]Leon Cooperman[/url]’s highest dividend yields, which also happen to be real estate investment trusts or REITs. [b] AG Mortgage Investment Trust Inc. (MITT) – Yield 18.50%[/b] Down 31%
1293 Views Sally Jones 2013-10-14 22:13
The following insider transactions represent the largest insider buys (in terms of transaction amount) in the American stock exchanges over the past seven days. Most of the insider buys reported this week came from the financial sector of the market, and more specifically, investment firms and regional banking companies. You can view the complete list of insider buys [url=http://www.gurufocus.com/InsiderBuy.php]here[/url]. [b]Blackstone Mortgage ([url=http://www.gurufocus.com/stock/BXMT]BXMT[/url])[/b] During the past seven days a variety of directors and corporate executives made [url=http://www.gurufocus.com/insider/BXMT]various buys[/url] into Blackstone Mortgage. These buys came as company announced a public offering of common stock. There
1317 Views Monica Wolfe 2013-05-31 22:27
Investors always look for opportunities on the market. They try to realize a bigger return by excluding additional risks. Risk-free stocks don’t exist but some stocks have a higher volatility than others. A ratio that measures the volatility is the beta ratio. Linked is a sheet of the “safest” high-yielding stocks. Those stocks have a beta ratio below 0.5 as well as a higher market capitalization. In my case, I screen for stocks with a market valuation over $2 billion (USD). Only [url=http://long-term-investments.blogspot.com/2013/03/20-Safe-Hig-Yield-Stocks-To-Buy-Now.html]20 companies[/url] fulfilled the mentioned criteria of which six have a double-digit yield. Eight of the results are
2547 Views Dividend 2013-03-30 15:57
Some of my readers often ask themselves what are the highest yielding stocks at the market. When they read articles about the highest dividend paying shares they noticed Pitney Bowes, who is also a S&P 500 member, or Annaly Capital Management. Both have a double-digit yield at a higher market capitalization and investors of the early round have made their first money with these stocks. The market is still in doubt and I am too because I don’t like stocks with a very high yield and huge debt loads. I'm a believer of dividend growth and I like stocks with
1374 Views Dividend 2013-03-18 14:57
According to [url=http://www.gurufocus.com/InsiderBuy.php]GuruFocus Insider Data[/url], these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: [b]Terreno Realty Corporation (TRNO): CHAIRMAN AND CEO W Blake Baird Bought 60,000 Shares[/b] CHAIRMAN AND CEO of Terreno Realty Corporation (TRNO) W Blake Baird bought 60,000 shares on 02/22/2013 at an average price of $17.36. Terreno Realty Corporation was incorporated on November 2009 in Maryland. Terreno Realty Corporation has a market cap of $232.687 million; its shares were traded at around $17.36 with a P/E ratio of 676.9
1000 Views gurufocus 2013-02-24 23:50
After [url=http://www.gurufocus.com/news/205737/david-tepper-us-is-on-the-verge-of-an-explosion-of-greatness]yesterday’s declaration[/url] on Bloomberg TV urging investors to join him in his bullish forecast for the economy this year, it seems that [url=http://www.gurufocus.com/StockBuy.php?GuruName=David+Tepper]David Tepper[/url] has yet again re-awakened optimism in the financial world. “The country is on the verge of an explosion of greatness,” he said. “The key is to be long equities this year.” This overt confidence is one of Tepper’s likable traits. Those who follow his investment moves have been long assured to trust Tepper’s contrarian ideals. After all, as the CEO and founder of Appaloosa Management, Tepper has made history producing some of the largest returns
2296 Views Dianne Tordillo 2013-01-23 22:59
Stocks with Very High Yields Close to One-Year Highs Researched by [url=http://long-term-investments.blogspot.com/]long-term-investments.blogspot.com[/url] I love stocks with very high yields, yields of more than 10 percent yearly and 2.5 percent quarter dividend but I also hate stocks with a bad stock performance. I made a screen of stocks with very high yields as well as a stock price close to 52-Week Highs (up to five percent below high). [url=http://long-term-investments.blogspot.de/2012/10/these-14-stocks-with-very-high-yields.html]Fourteen companies[/url] fulfilled the screening criteria. From the results are 10 stocks with a current buy or better recommendation. [b]Here are my favorite stocks:[/b] [b]Invesco Mortgage Capital[/b] [b]([/b][url=http://long-term-investments.blogspot.com/search/label/IVR][b]IVR[/b][/url][b])[/b] has a market capitalization of
497 Views Dividend 2012-10-20 16:46
Annaly Capital Management (NLY) was established on Feb. 18, 1997. It was formed as a real estate investment trust (REIT). It mainly invests in agency-backed mortgage backed securities. Annaly focuses on generating income to make distributions to stockholders. Just like all other mREITs, Annaly borrows in the short-term debt market and invests in long-term mortgage-backed securities. The spread between long-term investments and short-term borrowings makes up the major portion of earnings for the trust. Another source of earnings for Annaly is the dividends received from its taxable REIT subsidiaries. Michael A. J. Farrell, CEO of the Annaly, is known to
826 Views ogulsev 2012-08-01 13:56
High Dividend Yield Stocks Close To New Highs By Dividend Yield – [url=http://long-term-investments.blogspot.com/]Stock, Capital, Investment[/url]. Here is a current sheet of high yield stocks (yield over 5 percent) that have marked a new 52-week high within the recent days. Despite the turmoil at the markets, there are 46 companies at one-year highs and 13 of them pay very high dividends. I screened the best performing stocks and analyzed all with a yield over 5 percent. [url=http://long-term-investments.blogspot.de/2012/07/13-high-yield-stocks-at-new-52-week.html]Thirteen companies[/url] fulfilled these criteria of which 11 have a buy or better recommendation. The highest yielding stock from the results is ARMOUR Residential (ARR)
907 Views Dividend 2012-07-26 14:19
Stocks With Highest Return On Investment And Biggest Dividend Yields Researched By [url=http://long-term-investments.blogspot.com/]Dividend Yield - Stock, Capital, Investment[/url]. High Yields are good but stocks with very high yields (dividend yield over 10 percent) are even better. At the capital markets are unbelievable 160 stocks with a double-digit yield but most of the companies have hidden business models with a small market capitalization. I screened all stocks with very high yields by the highest return on investment (yields over 10 percent). In order to reduce the risk of dividend cuts, I decided to select only those stocks with a market capitalization
1209 Views Dividend 2012-06-20 14:13
Midcap stocks, stocks with a market capitalization of more than USD2 billion but less than USD10 billion, are not in focus of mainstream investors. In comparison to large cap stocks, they are cheaper and they offer a higher yield. The price for this bargain is also a higher risk. I screened all mid-capitalized stocks with a dividend yield over five percent (high yield) and a single P/E ratio of less than ten. [url=http://long-term-investments.blogspot.de/2012/04/cheapest-mid-capitalized-dividend.html]Thirteen stocks fulfilled these criteria[/url] of which five have a double digit yield; five are recommended to buy. The highest yield comes from YPF S.A. (YPF), an Argentina
1150 Views Dividend 2012-04-18 14:49
Here is a current overview of best-yielding stocks with a market capitalization over USD300 million that have their ex-dividend date on the next trading day. If your broker settles your trade today, you will receive the next dividend. A full list of all stocks with ex-dividend date can be found here: [url=http://ex-dividend-dates.blogspot.de/2012/03/ex-dividend-stocks-on-march-22-2012.html]Ex-Dividend Stocks March 22, 2012[/url]. In total, nine stocks and preferred shares go ex-dividend of which four yielding above 3 percent. The average yield amounts to 4.18 percent. The ex-dividend date is a major date related to the payment of dividends. If you purchase a stock on its ex-dividend
282 Views Dividend 2012-03-21 14:46