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.
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