Two Harbors Investment Corp. Stock News

Investors are considering transferring reserves from money markets to bonds due to declining interest rates. Two Harbors Investment Corporation's preferred stocks (TWO.PR.A, TWO.PR.B, TWO.PR.C) are analyzed for investment opportunities and risks. TWO.PR.B is currently trading at the steepest discount to par and may outperform in declining interest rate scenarios.

Dividends need to be sustained to create value. We're highlighting a company that regularly falls short. I made some mistakes many years ago and I want to address them so we can all learn from them.

Two Harbors Investment Corp. (TWO) Q2 2024 Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Reports Second Quarter 2024 Financial Results.

Many investors buy dividend stocks as a way to generate income without lowering their initial investment. Annaly Capital, AGNC Investment, and Two Harbors have all cut their dividends regularly over the past decade.

Accounting is driving a failure of efficient markets. The persistency of this market failure is absurd. Investors love LIBOR swaps and don't care for other tools that serve the same purpose. DX and AGNC are much more similar than investors think. This is primarily due to being clueless about accounting.

24/7 Wall Street Insights A 4,000 person Jenius Bank survey revealed that inflation has put 50% of them in dire financial straits.

Two Harbors preferreds have significantly outperformed the common shares over the past five years. Structural aspects of mREITs like the requirement to pay out 90% of taxable income and the lack of real estate depreciation, favor preferreds over common shares. The conversion to a floating rate for Two Harbors preferreds offers the potential for significant capital appreciation.