Topic Archives: mortgage reits

“How to grab 100% or more from the American Paradox of 2012.”

Over the last several months we’ve seen several ads touting Steve Sjuggerud’s True Wealth Systems, which is apparently a big quantitative screening “supercomputer” that Steve subcontracted to some computer programmers — and which is supposed to identify investing anomalies that he can then write about to his subscribers, who then will profit. And I can’t […]

“Make Fannie-Mae ‘Fatcats’ and ‘Bailout’ Bureaucrats Put $17,500 Into Your Pocket This Year… “

Bitterness over the financial bailouts seems to have waned a bit, but there’s certainly a strong vein of anger to mine … and that’s exactly what copywriters are paid to do. This time, it’s in an ad for Jim Nelson’s Lifetime Income Report — and this is the investment idea he’s got for you: “This […]

Government Backed, Highly Liquid, 8X the Returns!

The latest from Andrew Gordon: “GOVERNMENT BACKED… HIGHLY LIQUID… and 8 Times the Interest of a Typical Savings Account. It’s not only billionaires who are using the financial crisis to get ‘insider deals’…. Thousands of regular Americans are cashing in on a loophole for collecting up to $8,881 a month, backed by an ‘explicit’ U.S. Treasury guarantee…”

Comments

  • Travis Johnson, Stock Gumshoe

    Haven't looked at a teaser along those lines lately, but generally when "Mortgage Refunds" have been pitched in the past...

  • Travis Johnson, Stock Gumshoe

    Those are all mortgage REITs, which are quite different from equity REITs. Equity REITs own property and earn rent from...

  • Travis Johnson, Stock Gumshoe

    Huge leverage to the yield spread, and pretty extreme volatility when interest rates change. All income investments are...

  • Travis Johnson, Stock Gumshoe

    AMZA is an interesting one, that's an actively managed ETF of MLPs.... haven't looked at it closely and I don't know wha...

  • Travis Johnson, Stock Gumshoe

    Thanks Eric, have never looked closely at Starwood -- I have tended to lump them in with the mortgage REITs, though thei...

  • Travis Johnson, Stock Gumshoe

    The mortgage REITs scare me in general, since they're such a direct (and often highly levered) play on interest rate spr...

  • Travis Johnson, Stock Gumshoe

    Lots of folks have asked in recent weeks about mortgage REITs like WMC, of which there are many with huge yields. Haven...

  • Travis Johnson, Stock Gumshoe

    Welcome back, Nightstar! Haven't seen that ad yet, it would help if you could forward Wyatt's email to ILoveStockS...

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    Stock Gumshoe has given me more financial return than any other source, and if being an irregular cost twice as much, I ...

  • Travis Johnson, Stock Gumshoe

    I don't know all of them, but generally the higher yields are indicative of either a one-time payout or a yield that inv...

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    I own PER, essentially trading CHKR for it in an IRA. Like the mortgage REITs, these trusts are bleeding capital a litt...

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    I've tried all their premium services but have mostly chosen a "free exit" before being required to pay the big bucks. ...

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    Although I am a fan of mortgage REITs, I no longer hold TWO or SBY because their accounting and reporting are confusing....

  • Travis Johnson, Stock Gumshoe

    Thanks Milt -- I'm afraid I haven't looked closely at the Mortgage REITs (or "Virtual banks" as Steve Sjuggerud calls th...

  • Travis Johnson, Stock Gumshoe

    Thanks James -- info on that closed end fund is here if anyone is interested: http://www.ftportfolios.com/retail/cef/CEF...

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    I own IVR, NLY and CIM as mortgage REITs but they do not compose more than 20% of my holdings. The rest is in gold and W...

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    Am also a fan of mortgage REITs. While I don't own IVR, I own NLY and a couple of others. that seem a little more secur...

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    I have a memebership in RT as part of a package I bought with S&A Inc. Where else can you get your medical advice along ...

  • Travis Johnson, Stock Gumshoe

    That's not my personal fear -- the risk for Annaly, as for all the mortgage REITs, is that the yield curve flattens ... ...

  • Travis Johnson, Stock Gumshoe

    FYI, interesting note on the moves in Mortgage REITs on euro-related funding concerns today from Bloomberg: http://www....

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    Travis: I find high yield mortgage reits risky. However, I also find 3% low interest rates not feasible in todays market...

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    Edski: A well rounded income portfolio whould limit its exposure to REITs, including mortgage REITs. I hold NNN, O and H...

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    thanks for the comments and analysis. Can a non US citisen qualify for the dividends paid out of the Mortgage REITS sh...

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    It seems mortgage REITs may be approaching good buying opportunity if u have the stomach/nerve for it. I see that FBR h...

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