For longtime Eagle Financial Publications subscribers, Two Harbors Investment Corp. (TWO) is a familiar company. It has been recommended in the past by Nicholas Vardy. And why not? Even in today’s stronger rate environment, this holding company — which operates as a real estate investment trust (REIT) — still offers a solid 10.9 percent yield. It looks to continue along that same path throughout the year, even though it missed Q413 earnings goals by a penny. To maintain that yield and grow share price, TWO is repositioning its portfolio of holdings to reduce interest rate sensitivity. We’ll continue to look to Two Harbors for a solid double-digit yield.
Jim Woods has over 20 years of experience in the markets from working as a stockbroker,
financial journalist, and money manager. As well as a book author and regular contributor to
numerous investment websites, Jim is the editor of:
Bob Carlson provides independent, objective research covering all the financial issues of retirement and retirement planning. In addition, Bob serves as Chairman of the Board of Trustees of the Fairfax County (VA) Employees’ Retirement System, which has over $2.8 billion in assets.
Jon Johnson's philosophy in investing and trading is to take what the market gives you regardless if that is to the upside or downside. For the past 21 years, Jon has helped thousands of clients gain success in the financial markets through his newsletters and education services: