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Two Harbors Investment Corp. Message Board

  • legionfullmetal7 legionfullmetal7 Sep 23, 2013 10:16 AM Flag

    Both TWO and CIM are better options than ARR

    TWO paying about 30 cents every 3 months or 10 cents a month ... and has a steady range of pricing no big drops
    CIM is paying 9 cents every 3 months or 3 cents a month but price is very low ...
    I like monthly dividends but these both look a lot better than ARR... please remember to average in on these positions.

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    • I own both as well as a recent pick up of OAKS. You might want to check out MPEL and MGM.....Macau gaming is on fire!

      Sentiment: Buy

    • I sold ARR once I released they were clueless.

      TWO has the best management - so I bgt

      CIM - I have held a long time but as we know so little of them because of a/c issues I sold them too and bgt TWO

      Only othe mREIT to consider until the 10-Y gets to 3.5 is CMO

    • That depends on what time frame you are charting.
      From the Y.T.D. comparison.....given the spike in T-Bill yields and varying strategies of the companies,the results are way different...........except that ARR is the dog of the bunch.
      By performance.....
      TWO 3
      ARR 4

      The 10 year might have stabilized for the time being, but my gut feeling is that it will be on the rise again; once more with the almost certainty of putting earnings and NAV of most of the Mreit's on the chopping block.
      Remember, the corrupt FED speaks to move the markets in their favor, not investors.
      Do a 5 year and see how NYMT has outperformed the whole bunch.....if you're talking about stability ((NAV drops)).
      Regardless, expect volatility going forward and tread carefully.

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