Invesco Mortgage Capital (NYSE:IVR)

I don't believe that high a dividend yield can be sustained. I may be wrong and I hope I am; but I don't see how.

IVR will out perform; baby boomers searching for actual dividends not annula dividends with high yields IVR is one; so is AGNC.

Company is in with the right company right now. Div will stay high as the fed stays low. Be ready to get out well before the end of low interest rates, or be ready to give all those fat dividend checks back.

http://www.fool.com/investing/general/2012/01/24/buy-one-sell-the-other-before-its-too-late.aspx

A blind man can see why.

12/17

When you go to the well and there's not enough water for you and your horse then you should probably avoid that well n the future. Hoping someone hydrofracked it between visits or put a longer rope on the bucket since your last visit can leave you dry. I'm back after Invesco Mortgage Captital anyway after booking my negative points from steep three month selloff after investors determined that the risk reward in the hybrid REIT's was a bit more than they wanted to chase, even with a 20% dividend. Buyers are coming back and if I'd been paying attention I would have closed my loser when it hit $13 and then made this play. It's hard to close a pick here on CAPS when it's in the red. Ego, admitting you were wrong, and the all important accuracy hit in the game itself tends to guide you into holding.

A successful play on dividends on CAPS however, requires a little more luck and anaylsis than one might think. The "dividend play" has to hold it's share price better in a down market than other equities, it has to have some appreciation, though not S&P market beating in an up market, and the dividend reinvestment has to make up the difference to work you into the green over 3-4 quarters of patient dividend reinvestment. Invesco has a chance of being one of those, but fear is not gone on hybrid REIT's. They could be dominos waiting for a catalyst to fall hard. The spread of interst rates could change, borrowers could default, the governement could stop backing the FHA portions, etc.

I think Invesco has a chance of being a long term winner on CAPS, but it isn't the best play if you're looking for an REIT for Real Life stable dividends. I broke in at $15 but we could go lower again. I'm looking to book the December dividend and see how the S&P and the REIT fears are progressing. If I can get a few quarters of dividend reinvestment in....if Invesco can hold their dividend near this level....if the sky doesn't fall...if...if...if....then I'll be able to hold this one for a long term caps play....pretty iffy and that rope could still be too short to get any water out of the well......

Buffet size Dividend. I hope it lasts.

Cause TSIF said so....

yo

I like IVR for the dividend, but unlike NLY, I don't feel as confident in it. It seems there's too much of a flight or flight mentality surrounding it as compared to NLY. But I'm not averse to some easy dividends as long as the price remains above $12-14/share.

dividend reinvesting is enough to keep it going

Income experiment.

IVR is a strong REIT in a strong sector and pays a high yield..

bob

They just dumped 20M shares on the market. It is my belief that that had a lot to do with the recent decline above and beyond the market itself. I am not doing this as a long term pick. I am hoping that the price stays good relative to the market. When they announce the next dividend and CAPS factors that in, hopefully I will be up over five points and can close this with a positive accuracy pick.

mREITs work but QE3 may flatten curve a bit.

9/2/2011 16.84 mREIT

The bet on this one is the dividend, if you look at projected earnings for say next year and multiply times 90% (their required payout percentage) you get a dividend just under 21%. Given the Fed is looking to keep interest rates on the short term low through at least part of 2013 this should create an environment where IVR and it's other REIT brothers can keep doing what they do. I know mortgage rates have moved lower, but that won't last forever as when the stock market finally ends this current downturn bonds will be less attractive and rates will go up. Couple this with low short term rates IVR's spread should be just fine.