Just added 1,300 @ $10.08. A nice 11.9% yield and I do believe the Div will go up in Q3 or Q4 of this year. NLY will need to adjust holdings, but a higher 10yr Bond means better spreads and higher yields for NLY and us.
Di you take a look at the chart showing spreads and NLY price action. It appears to me NLY does not like wider spreads, also increasing rates. Not saying it can not go up, but if you can shed some light if speads widen, and rates go up if nly can head up.
You've got to be kidding! While not guaranteed by the government, MLP's like LINE have been burning up the track over the past month. They yield about 10 percent and the yields are likely to increase during 2014. The MLP's are exposed to the taper process but not to the extent of the Mortgage REITs. I sold all my REIT positions and have done nicely with LINE and MEMP.These are all essentially 10 percent investments and great alternatives to REITs. GLTA