While the volatility in interest rates will hurt the mortgage REITs sector in general, some mREITs will outperform the rest of the sector because they were prepared for the unwinding of the QE. These include NLY, AGNC and TWO. Therefore, I am bullish on these stocks.
Source: Catalyst For American Capital And Annaly Capital
Additional disclosure: The article has been written by Equity Whisper's Financials Analyst. Equity Whisper is not receiving compensation for it (other than from Seeking Alpha). Equity Whisper has no business relationship with any company whose stock is mentioned in this article.
Well i heard an analyst say yesterday that this whole sector is very dangerous for the next 2 yrs. Not quarters but Years...I have ETF REM and im getting hammered along with you blokes...and im about to SELL it.