c*****2
发帖数: 899 | 1 这几天迭的很凶,现在的价位每年分红已经超过17%.想买进长期抱着等分红.
有没有熟悉mREIT的人可以分析一下. |
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z****7
发帖数: 880 | 2 你上10倍margin买MBB或VMBS也能得到如此分红,但要承担债市走低的风险
这公司是高杠杆操作,利率如果走高,风险很大 |
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f****i
发帖数: 20252 | 3 上10倍margin买MBB或VMBS难道风险就不大了？ |
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y****i
发帖数: 778 | 6 http://beta.fool.com/equityfinancials/2013/05/22/two-mreits-to-
"One of the major catalysts that are currently in play for mREITs is the Fed
’s accelerated bond buying. The Fed has initiated an accelerated bond
buying with an intention to stimulate the sluggish US economy, particularly
the US housing and the labor markets. While the stimulus efforts are still
delivering their results, profits at mortgage REITs are being crushed
because of it.
The Fed is buying $40 worth of residential mortgage b... 阅读全帖 |
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m***e
发帖数: 331 | 7 可是最近明明是美联储讨论退出QE4，房贷利率上涨，mREIT的利润应该上升才对啊。
Fed
particularly
every
buying |
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y****i
发帖数: 778 | 8 The key is the interest rate spread between short term and long term. If
short term rate goes up faster than long term, mREIT will suffer more for
this year because their borrow costings will be higher. Only when long term
interest rate goes up quicker than short term, their book values may go up
again.
http://seekingalpha.com/article/1462721-american-capital-agency |
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m***e
发帖数: 331 | 9 两房最近彪的很欢，难道他们不受利差收窄的影响？
term |
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y****i
发帖数: 778 | 10 The real estate values and loan payment on time are more important for them
because they have the houses not the securities like m-REIT. However, the
stock speculation is very high because they are still owned by the
government. When the "new" GM issued IPO, the old common stock shareholders
got nothing. |
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k**o
发帖数: 15334 | 12 是这样，利率上涨，bad for current book value（mreit公司已hold的大都是
低息贷款，在高息贷款即将大量出现的情况下，这些低息贷款value都跌了）
，不过good for future return。目前市场一看BV跌了，然后mreit一般trade
at BV，所以股价也跌。只要扛过这一段时间，公司把手上的holding换了一茬
之后，return会好起来，而且很可能比现在好得多，BV也会慢慢涨回来。
未来投资mreit最好的时机是利率上涨到一定程度，然后企稳。mreit公司
喜欢稳定，不喜欢利率上上下下。
当然还得看Fed会不会再捣乱，Fed最近几年对mreit很看不顺眼。 |
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z***e
发帖数: 5600 | 15 Mreits 是不是在息差低的时候又名增加了杠杆？这样BV下降很快出现浮亏，资本率会
出问题？
★ 发自iPhone App: ChineseWeb 7.8 |
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s*****t
发帖数: 62 | 16 Nly Has survived 15 years.
I do not think it will bankrupt even the mortage rate increase to 6 percent |
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y****i
发帖数: 778 | 17 The newest mREIT is EARN, Ellington residential mortgage, IPO price was $20.
backed
, |
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y****i
发帖数: 778 | 18 Two Harbors (TWO) may be better for large mREIT now because they have non
agency securities to diversify. It also has frequent insider buying recently
. When bond yield is higher, conservative investors will shift some asset
from high dividend stocks to bond. With muni bond 4-6% yield, that's equal
to 7-10% yield before tax for high income and people hit AMT tax in CA or
NYC.
buy
market |
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m*********a
发帖数: 3299 | 19 This is why I am thinking that the market may be overreacted.
I remember that NLY is buying a company diversifying into nonagency RMBS.
percent |
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c****y
发帖数: 3592 | 21 但是QE降低利率,mreit手里的mbs不应该价格上涨么？ |
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m*********a
发帖数: 3299 | 22 It is interesting. Do you know how TWO finance their debt? Short term or
long term loan? I own multiple family (1-4) rentals and financed with
conventional 30 year mortgage with leverage of 4, and the margin is very
small. For similar kind investment, I am looking at Vanguard REIT Index ETF
(VNQ). |
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m*********a
发帖数: 3299 | 23 CMO 这个不错，是ARM的公司，业绩和利率关系不大。
不知道那些可以影响他的收益。 |
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r*******y
发帖数: 290 | 24 ARM still has rate risk, but the duration is generally shorter than 30y
e.g., 5y arm duration is generally 3 years, about 40% of 30yr |
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s**********6
发帖数: 873 | 25 一直觉得Pimco的什么PTTRX，PTTDX，PONDX都满不错的。今年，最近以来表现奇差。
PTTRX按说快30年了，只有一年是YOY的Return为负，今年也handle不了了？还有那个
AGNC，晕，买了以后跌跌不休，还好试水买了点，但是看它每天这样子，真烦。 |
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r****m
发帖数: 1204 | 26 I am afraid CMO has plenty of risk.
Just look at AGNC (19% yield), and its recent down fall.
There is no such sure thing as 7%-10% return, that's why people can't tell
you the answer. |
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t**l
发帖数: 1284 | 28 The sector is down a lot this year.
Is it good time to buy, for example, AGNC? |
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k***s
发帖数: 277 | 29 准备高些中长期的投资。
看了些股票，觉得有些股票的分红很高，居然>10%,
比如NLY, AGNC, FSC, ARCC, PSEC, IVR
而且这些都是market cap >1B 的，属于close end funds或Mortgage REITs.
比较一下那些分红很高的蓝筹股，很少有分红>5%的。
有没业内人士分析一下，这些有什么问题？ （比如风险很大，或者是庞氏骗局什么的）
还是这些年牛市、房市不错所以表现也不错。如果情况一有变化
他们就卷铺盖走人了了。
多谢 |
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发帖数: 1 | 30 世事无常，万事皆变，英国脱欧，川普上台。市场何去何从，2017年如何投资，谁也没
有水晶球。一方面大盘指数不断节节创新高，失业率低，GDP预期增加，看似全球只有
美国经济一枝独秀；另一方面财政，货币，以及外交政策都充满极大的不确定性，有人
认为川普会是下一个柯立芝（Calvin Coolidge) 或里根（Ronald Reagan)，也有人认
为他闭关锁国之策不能长久，甚至会变成希特勒，促使美国内战爆发。
下面内容纯粹作为讨论，当然，在考虑这些另类投资前，应该先放满401k, 有IRA, 529
, 至少有个term保险, 大多数钱在传统投资产品，比如股票,mutual fund, ETF, bond
里面。
1. Muni bond，高一些的可以到4%，那么税前就大概6%左右了。风险比较小，就算是深
蓝的加州default过，也只是拖了一段时间利息，本金还是还了的。但是投资期限长，
而且现
在在加息周期，如果你只是拿到到期日当然没问题，但是要受得住加息中间bond
mark to market的风险.
2. TIPS. Hedge inflation risk。概念是很好，但是操作... 阅读全帖 |
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发帖数: 1 | 31 世事无常，万事皆变，英国脱欧，川普上台。市场何去何从，2017年如何投资，谁也没
有水晶球。一方面大盘指数不断节节创新高，失业率低，GDP预期增加，看似全球只有
美国经济一枝独秀；另一方面财政，货币，以及外交政策都充满极大的不确定性，有人
认为川普会是下一个柯立芝（Calvin Coolidge) 或里根（Ronald Reagan)，也有人认
为他闭关锁国之策不能长久，甚至会变成希特勒，促使美国内战爆发。
下面内容纯粹作为讨论，当然，在考虑这些另类投资前，应该先放满401k, 有IRA, 529
, 至少有个term保险, 大多数钱在传统投资产品，比如股票,mutual fund, ETF, bond
里面。
1. Muni bond，高一些的可以到4%，那么税前就大概6%左右了。风险比较小，就算是深
蓝的加州default过，也只是拖了一段时间利息，本金还是还了的。但是投资期限长，
而且现
在在加息周期，如果你只是拿到到期日当然没问题，但是要受得住加息中间bond
mark to market的风险.
2. TIPS. Hedge inflation risk。概念是很好，但是操作... 阅读全帖 |
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q******e
发帖数: 960 | 32 请问你朋友不懂得什么叫
AGNC或者USHYX或者JNK马? |
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m**********8
发帖数: 330 | 33 MREITS表现很好的说. 看看NLY, AGNC 等. |
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c******e
发帖数: 1581 | 34 Fixed income stocks, like AGNC which dividend was about 25%/year. |
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c******e
发帖数: 1581 | 35 I have some shares of AGNC for dividend. |
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o**p
发帖数: 199 | 36 ANH CMO AGNC NLY MFA CIM PGX PGF JNK ...
+ Put - call
You can do it if execution is right |
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c******e
发帖数: 1581 | 37 去年我也想弄个小房子搞出租，算算太麻烦，就买了AGNC，20% dividends, 也挺繁，
老得盯着价格和报表。 |
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c******e
发帖数: 1581 | 38 aa, bac, deep in water
agnc, for dividends
LCC, UAUA
IBM, AAPL, INTC
hold the above more than one year
...... |
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c**********g
发帖数: 125 | 39 HI, 你对agnc和acas的状况了解么？
请问长期持有这两种股有利么 |
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x*******o
发帖数: 2581 | 43 问一个问题
有些高分红的股票比如
TNE
CIM
AGNC
分红都超过10%。长期持有这种股票岂不是比买CD，好很多 |
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l******n
发帖数: 9344 | 44 不要都以为是中概！
看看人家的history ...
American Capital Agency Corp. (NASDAQ:AGNC) has the 1st highest dividend
yield in this segment of the market. Its current dividend yield is 19.68%.
Its dividend payout ratio was 90.80% for the last 12 months.
Annaly Capital Management, Inc. (NYSE:NLY) has the 2nd highest dividend
yield in this segment of the market. Its current dividend yield is 14.51%.
Its dividend payout ratio was 208.14% for the last 12 months.
Resource Capital Corp. (NYSE:RSO) has the 3rd highest d... 阅读全帖 |
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s*****r
发帖数: 11545 | 47 C会破产吗?
还有, 那个AGNC 是不是老鼠会? 怎么有那么高的分红?
为什么 DRYS 要比EGLE 好?
请高手指点. |
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g*****u
发帖数: 14294 | 48 NLY TTMI OIS CAT MFC INTC AGNC IM ATU RIMM SIRI AGCO SYMC IWR |
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g********5
发帖数: 10335 | 49 NLY +1.1%
TTMI -0.90%
OIS -0.80%
CAT +0.91%
MFC +0.85%
INTC -1.78%
AGNC +0.17%
IM -0.25%
ATU +1.07%
RIMM +0.32%
SIRI +2.26%
AGCO +1.58%
SYMC -0.66%
IWR +0.25%
very stable today for your those symbols. |
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t******6
发帖数: 457 | 50 AGNC, NLY，ARR 那个更加好一点，适合长线投资的 |
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