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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Valuentum Commentary
Oct 27, 2015
Are You Still Trying to Catch Lightning with American Capital Agency?
It may be time to stop reading some of the “bull-ishness” on other websites? Mar 13, 2015
Dividend Increases for the Week Ending March 13
Let's take a look at dividend increases for the week ending March 13. Oct 27, 2014
American Capital Agency’s Book Value Declines…Again
The dividend yields of mortgage real estate investment trusts are enticing, but their business models are among the riskiest of any company. Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Mar 14, 2014
Dividend Increases/Decreases for the Week Ending March 14
Let's take a look at dividend increases/decreases for the week ending March 14. Feb 18, 2014
Realty Income Still One of Our Favorite Dividend-Focused REITs
The REIT’s focus on delivering monthly income to investors should not be overlooked. Dec 5, 2013
Valuentum Members Are Reminded of the mREITs
Goldman places a ‘Sell’ rating on Annaly Capital and American Capital, reminding investors of arguably Valuentum’s best call of 2013. Oct 29, 2013
American Capital Agency Disappoints Again; Armour Residential Follows
The mREITs are scaling back risky exposure as book-value bleeding stalls in the third quarter. We’re still not interested in the group. Jul 30, 2013
American Capital Agency Loses $2.37 Per Share in Second Quarter
American Capital Agency succumbs to wider spreads in the broader mortgage backed securities market. We’re not deceived by the elevated yields in the mortgage REIT space, and we remain on the sidelines as we have been since the industry peak in September 2012. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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Valuentum's Best Ideas portfolio and Dividend Growth portfolio continue to exceed their respective goals, but the firm's research on the mortgage REIT industry has put it in a class by itself. In this article, please find a graphic portrayal of its call on the mREIT industry. Maxim, KBW, RBC, Edward Jones, Seeking Alpha, Wunderlich, Citi, Evercore, and JP Morgan were all behind the curve. Will still more research shops come around?