This company is exceptionally interesting because management refuses to blow smoke. The macroeconomic environment is poor for mortgage REITs, but most investors and analysts wouldn’t know it from other earnings calls or presentations. A careful reading through the its presentation shows management sending clear signals regarding the high values on many assets. The movement to 30-year fixed-rate RMBS is based on the liquidity of the assets, not expectations for excellent returns.
Dynex Capital (DX) and the Honesty: For better or worse, Byron Boston is an honest man. This makes the earnings calls for Dynex Capital exceptionally interesting. While other executives want to sound overwhelmingly bullish, Byron’s words can be parsed for a deeper understanding of the sector. Their presentations are also exceptionally interesting because management provides some great slides that few other mREITs will include.
Source: Seeking Alpha
Related Articles:
- The Magnificent Marvelous Money Machine
- 5 Five-Star Dividend Stocks
- My Top 3 Investing Mistakes
- 6 Stocks Currently Trading Below their Fair Value
- The Wit and Wisdom of Warren Buffett
9.97% Long-Term Investment REIT Brings Honesty To The Table
Posted by D4L | Tuesday, October 17, 2017 | ArticleLinks | 0 comments »________________________________________________________________
Subscribe to:
Post Comments (Atom)
~
Popular Posts Last 30 Days
-
If you're worried about inflation rearing its ugly head next year, you should probably worry about more likely catastrophes, such as bei...
-
As a relatively new blogger, the one thing that has stood out in my mind is the number of Canadian bloggers in the areas that I am most inte...
-
When a company pays a dividend, it's a good thing for shareholders. When a company consistently pays a dividend every quarter, it's ...
-
We screened our 24/7 Wall St. dividend equity research database and found 5 stocks that combined can generate over $3,000 of annual passive ...
-
The stock market has been on an upward path of late, with some of the most prominent stocks hitting astronomical highs. The dividend yield o...
-
My top financial goal is to eventually become financially independent. The foundation of my strategy is to make investments that produce an ...
-
Dividend growth stocks can be incredibly attractive investments if you crave recurring income. As these types of stocks raise their dividend...
-
In my opinion, there are three criteria investors should consider when evaluating a particular stock for their portfolio. The first is histo...
-
In this article, we discuss 5 best March dividend stocks to buy. If you want to read our detailed analysis of dividend capture strategy and ...
-
Double your money in a short time. Few investors would walk away from such an opportunity. Of course, there's no guarantee that any inve...
0 comments
Post a Comment
Post a Comment
Note: Only a member of this blog may post a comment.