Two Harbors Investment

Two Harbors Investment Corp. is a real estate investment trust, which invests in, finances, and manages agency residential mortgage-backed securities, mortgage servicing rights, and other financial assets. Its objective is to provide risk-adjusted returns to its stockholders over the long-term, primarily through dividends and secondarily through capital appreciation. The company was founded on May 21, 2009 and is headquartered in St. Louis Park, MN.

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Two Harbors reports solid Q4 performance, eyes MSR strategy growth

Two Harbors demonstrated strong financial performance in Q4 2022 with robust returns and stable metrics.
The company is strategically positioned for 2023, focusing on RMBS and MSR strategies amidst market challenges.
Opportunities lie in potential MSR purchases, slower prepayment speeds, and managing liquidity effectively.
Addressing challenges like market volatility and loan recapture restrictions is crucial for sustained growth.

Two Harbors Investment navigates market challenges, eyes spread tightening

Two Harbors Investment's Q1 2023 earnings call highlighted a mixed performance with a focus on managing interest rate volatility and optimizing portfolio returns. The company faces challenges from market uncertainties and excess supply in mortgage-backed securities but sees opportunities in potential spread tightening and strategic dividend policy decisions.

Two Harbors reports resilient Q2 performance amidst market challenges

Two Harbors reported solid financial performance with a focus on generating positive returns in a challenging market environment. The company's strengths lie in its strategic investments in RMBS and MSR assets, as well as the progress of the RoundPoint acquisition. Challenges include managing tail risks and addressing investor concerns about spreads and leverage positioning. Opportunities for growth exist in subservicing and informative investor engagement through video content.

Two Harbors reports Q3 loss, acquires RoundPoint for growth

Two Harbors Investment Corp. faced challenges from market conditions but strategically acquired RoundPoint Mortgage Servicing for growth.
Effective hedging strategies and focus on capital allocation demonstrate proactive risk management and investment optimization.
Opportunities exist in leveraging the RoundPoint acquisition, exploring structured finance markets, and enhancing portfolio performance.

Two Harbors Investment Corp reports positive Q4 performance and growth opportunities

Two Harbors Investment Corp navigated market challenges with a focus on strategic acquisitions and revenue optimization.
Executives addressed key inquiries on performance drivers, recapture strategies, and portfolio management.
The company's proactive approach to market dynamics positions it for growth and stability in the upcoming quarters.

Two Harbors Investment (TWO) reports strong Q1 performance and MSR market activity

Two Harbors Investment (TWO) delivered a solid performance in Q1 2024, driven by positive economic returns and strong RMBS performance. Despite challenges from higher interest rates, the company's operations and portfolio management remained robust. Opportunities exist in the active MSR market and potential market volatility.

Two Harbors maintains stable performance amidst market volatility and transitions

Two Harbors' Q2 2024 performance remained stable with a focus on risk management and operational efficiency.
Despite market volatility, the company showcased resilience in its MSR portfolio and financial results.
Challenges include market uncertainty and leadership transition, while opportunities exist in growth strategies and optimizing returns.
Investors can consider Two Harbors for its consistent performance, strategic initiatives, and potential for returns in a dynamic market.

Two Harbors Investment rebrands to focus on MSR strategy

Two Harbors Investment (TWO) showcased a solid performance with a focus on MSR as a core investment strategy, aiming for attractive returns.
Despite challenges from market volatility and interest rate shifts, TWO's leadership team demonstrated a strong understanding of the company's strategy.
The company's acquisition of RoundPoint and emphasis on cost savings and improving MSR asset economics position TWO for future growth.
Analysts raised questions about key metrics, indicating areas for TWO to address for sustained performance and shareholder value.

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Two Harbors Investment Corp. is a real estate investment trust, which invests in finances, and manages agency residential mortgage-backed securities, mortgage servicing rights, and other financial assets. Its objective is to provide risk-adjusted returns to its stockholders over the long term, primarily through dividends and secondarily through capital appreciation. The company was founded on May 21, 2009 and is headquartered in St. Louis Park, MN.

We picked up 500 shares of TWO-B, worth nearly 2% of the total portfolio.

Two Harbors: TWO-B Or Not TWO-B

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We anticipate investors may switch their focus back and forth between 2020-Q4 and 2021-Q1 several times before the end of the 2020 calendar year.

Skipping Preferred Share Dividend Captures For A Quarter

The company's payout, which often shoots violently up or down, remains steady for now.

Two Harbors Declares New Common Stock Dividend; Yield Is Nearly 11%

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. (NYSE: TWO), a leading mortgage real estate investment trust, today declared a dividend of $0.14 per share of common stock for the third quarter of 2020. This dividend is payable on October 29, 2020 to common stockholders of record at the close of business on October 1, 2020. The common stock dividend is a function of several factors including sustainability, economic return of the portfolio, taxable income and REIT distribution requiremen

Two Harbors Investment Corp. Announces Third Quarter 2020 Common and Preferred Stock Dividends

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Retail Value Inc. again showed top broker estimated net gains of 149.61%, while Two Harbors Investment showed top 18.57% yield (@$5.33 price) out of 350 U.S. REITs per YCharts data 9/17/20.

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Two Harbors Investment Corp.'s (TWO) CEO Bill Greenberg Presents at Barclays 2020 Global Financial Services Conference - Brokers Conference Transcript

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. to Participate in the 2020 Virtual Barclays Global Financial Services Conference

Two Harbors Investment Corp. to Participate in the 2020 Virtual Barclays Global Financial Services Conference

Is Two Harbors Investment (TWO) a great pick from the value investor's perspective right now? Read on to know more.

Can Value Investors Pick Two Harbors Investment (TWO) Stock?

Two Harbors Investment Corp. (TWO) CEO Bill Greenberg on Q2 2020 Results - Earnings Call Transcript

Two Harbors Investments (TWO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Two Harbors Investments (TWO) Q2 Earnings Expected to Decline

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Investors need to pay close attention to Two Harbors (TWO) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Two Harbors (TWO) Stock?

Two Harbors Investment (TWO)  saw a big move last session, as its shares jumped more than 6% on the day, amid huge volumes.

Two Harbors Investment (TWO) in Focus: Stock Moves 6.4% Higher

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The MBS book looks solid, but servicing could be an issue.

Two Harbors Liquidates Its Credit Portfolio to Focus on Agency MBS and Servicing

The company seems confident in containing the situation, but the disruption has yet to play out.

Two Harbors Investment Corp.: Searching For A Safe Harbor

Two Harbors Investment Corp. (TWO) CEO Tom Siering on Q1 2020 Results - Earnings Call Transcript

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Two Harbors Investments (TWO) delivered earnings and revenue surprises of -16.67% and 124.43%, respectively, for the quarter ended March 2020. Do the numbers hold clues to what lies ahead for the stock?

Two Harbors Investments (TWO) Lags Q1 Earnings Estimates

Lower valuations for MBS investments and higher servicing advance obligations in its MSR portfolio are expected to have affected Two Harbors (TWO) in Q1.

What's in the Offing for Two Harbors (TWO) in Q1 Earnings?

Two Harbors Investments (TWO) closed at $4.20 in the latest trading session, marking a +1.7% move from the prior day.

Two Harbors Investments (TWO) Gains As Market Dips: What You Should Know

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News for Two Harbors Investment Stock (TWO)