ValuentumAd

Official PayPal Seal

Valuentum Strives To Be the Gold Standard in Equity Research

publication date: Sep 28, 2016
 | 
author/source: Brian Nelson, CFA

This article was originally published July 17, 2013.

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?

1)    September 13, 2012. http://www.valuentum.com/downloads/20130717/download

2)    May 6, 2013. http://www.valuentum.com/downloads/20130717_1/download

3)    May 6, 2013. http://blogs.barrons.com/focusonfunds/2013/05/06/mortgage-reit-funds-in-focus-jefferies-says-investors-underestimate-mreit-risks/

4)    May 26, 2013. http://www.valuentum.com/articles/20130526_1

5)    May 30, 2013. http://www.thestreet.com/story/11937184/1/mortgage-reit-sell-off-overdone-on-rate-fears-kbw-rbc.html?puc=yahoo&cm_ven=YAHOO

6)    June 7, 2013. http://seekingalpha.com/symbol/agnc/currents/2

7)    June 24, 2013. http://seekingalpha.com/article/1515952-american-capital-agency-corp-book-value-resilience-in-the-face-of-rates-back-up

8)    July 8, 2013. http://www.analystratings.net/ratings/Downgrades/7-8-2013/

9)    July 9, 2013. http://blogs.barrons.com/incomeinvesting/2013/07/09/citi-calls-mortgage-reits-oversold-still-cuts-nly-agnc-target-prices/?mod=yahoobarrons

10) July 11, 2013. http://seekingalpha.com/symbol/agnc/currents

11) July 17, 2013. http://blogs.barrons.com/incomeinvesting/2013/07/17/jpm-cuts-all-residential-mortgage-reit-price-targets/?mod=BOL_hpp_blog_ii


--------------------------------------------------
The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor, and does not offer brokerage or investment banking services. The sources of the data used on this website and reports are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum, its employees, independent contractors and affiliates may have long, short or derivative positions in the securities mentioned on this website. The High Yield Dividend Newsletter portfolio, Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Performance, including that in the Nelson Exclusive publication, is hypothetical and does not represent actual trading. Actual results may differ from simulated information, results, or performance being presented. For more information about Valuentum and the products and services it offers, please contact us at info@valuentum.com.