MFA Financial, Inc. (NYSE:MFA)

CAPS Rating: 5 out of 5

A real estate investment trust engaged in the business of investing, on a leveraged basis, in mortgage-backed securities.

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Member Avatar PayMeDivs (21.53) Submitted: 3/12/2014 7:04:12 PM : Outperform Start Price: $7.50 MFA Score: +5.78

dividend

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Member Avatar maxers04 (< 20) Submitted: 7/26/2013 12:13:42 PM : Outperform Start Price: $6.85 MFA Score: +3.98

yes

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Member Avatar Signature007 (31.14) Submitted: 7/19/2013 2:12:12 PM : Outperform Start Price: $6.98 MFA Score: +2.26

big downside but lots of dividends. I shouldn't bank on caps recording it correctly but why not...

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Member Avatar dollarvaluemenu (39.06) Submitted: 6/21/2013 8:18:02 PM : Outperform Start Price: $6.83 MFA Score: -3.83

value

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Member Avatar tgauchat (81.46) Submitted: 6/17/2013 2:23:05 PM : Outperform Start Price: $2.23 MFA Score: +139.83

Added to real money portfolio today... Gee ... about over 100% too late, but gotta start sometime.

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Member Avatar bccleveland (35.49) Submitted: 6/5/2013 2:58:35 PM : Outperform Start Price: $7.51 MFA Score: -11.58

REITs oversold and Fed policy has not changed significantly enough to affect REIT spreads.

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Member Avatar akntzr (< 20) Submitted: 4/19/2013 12:26:50 PM : Outperform Start Price: $7.53 MFA Score: -17.04

Like this for mREITS

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Member Avatar franbriss (< 20) Submitted: 11/13/2012 10:39:09 AM : Outperform Start Price: $5.62 MFA Score: +5.24

High dividend yields will attract more and more babyboomers as they retire and need cash flows...

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Member Avatar Coralreefer1 (26.27) Submitted: 1/24/2012 2:01:00 AM : Outperform Start Price: $4.40 MFA Score: +38.02

Monthly dividend holding up consistently...

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Member Avatar mbernhagen (53.96) Submitted: 9/22/2011 11:40:52 PM : Outperform Start Price: $3.94 MFA Score: +35.07

Great investment strategy in RMBS, mainly focused on Agency RMBS, but the non-Agency RMBS help with earnings. Solid dividend due to structure. Solid performance from 2009 - 2011, beating the worst of the housing crisis, so far at least.

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Member Avatar BigFatBEAR (29.10) Submitted: 8/4/2011 7:04:34 PM : Outperform Start Price: $3.93 MFA Score: +49.46

Jakila lays out a solid case for MFA and mREIT's: http://caps.fool.com/Blogs/four-mortgage-reits-with/622057

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Member Avatar cibient (20.82) Submitted: 6/29/2011 6:17:45 PM : Outperform Start Price: $4.26 MFA Score: +44.85

http://seekingalpha.com/article/274554-a-deeper-look-at-mfa-financial-and-its-11-5-dividend-yield?source=email_watchlist

Hybrid of agency and non-agency mortgages, plenty of insider buying. 11% dividend. Not sure how this plays in CAPS as the stock price does not budge much.

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Member Avatar jonmetz2000 (< 20) Submitted: 11/21/2010 3:01:04 PM : Outperform Start Price: $3.78 MFA Score: +53.05

Just banking the dividend until rates rise.

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Member Avatar timknowsnothing (82.09) Submitted: 11/13/2010 8:52:37 PM : Outperform Start Price: $3.78 MFA Score: +56.16

div. need a small cap stock

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Member Avatar BoilerUp82 (33.20) Submitted: 10/7/2010 9:50:18 PM : Outperform Start Price: $3.50 MFA Score: +67.89

Good dividend.

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Member Avatar SureShoe (73.42) Submitted: 8/20/2010 10:40:36 AM : Outperform Start Price: $3.25 MFA Score: +72.05

Dividend and growith is higher than its PE... how can this not be a buy?

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Member Avatar Timbofittz88 (77.27) Submitted: 3/16/2010 7:25:31 PM : Outperform Start Price: $3.06 MFA Score: +102.71

I am LOVING REIT's right now!

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Member Avatar fcfroic (95.09) Submitted: 3/11/2010 3:43:32 PM : Outperform Start Price: $3.05 MFA Score: +101.91

This is a mortgage REIT which has both agency MBS's and non-agency MBS's. This is a unique hybrid strategy. The agency MBS provide an opportunity to access liquidity if needed; the Treasury has purchased agency MBS's in order to maintain liquidity in the system and now Fannie and Freddie are following suit. The non-agency exposure provides higher returns but also higher risks. Since MFA bought mortgage-backed and other asset-backed securities at a significant discount, the IRS requires them to record that discount into taxable income over time as the securities season. That discount accretion income does not get recorded into GAAP earnings until the securities are actually sold, so GAAP understates (sometimes significantly) the amount that these REITs will be required to distribute as dividends. Hence, earnings are understated.
The risk here is near-term, with the purchase of agency MBS, the spreads have gone out of this market and it may take some time for MFA to replace these assets. Consequently, the dividend may be reduced temporarily form the current $1.08 to perhaps 95 cents to $1.00, still providing a very healthy yield.
Trading below book value, I expect that this will trade at a slight premium (perhaps 120% of BV) with a growing dividend stream following the potential "hiccup."

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Member Avatar TexasStud6109 (< 20) Submitted: 1/5/2010 4:25:17 PM : Outperform Start Price: $3.18 MFA Score: +87.65

LIKE MONEY ? Around (10% ) Great Dividend ! Low Price ! Makes Profits ! Safety Net below ! Check IT Out !!!

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Member Avatar PsychoDr (92.83) Submitted: 12/29/2009 2:27:14 PM : Outperform Start Price: $3.13 MFA Score: +90.76

Time to take a bit of risk in this market. Looking at high dividend paying stocks, stocks that may take advantage of mortgage problems and the low interest rate market, I came across two that interest me. MFA is one. A real estate investment trust, this company must pay out a majority of their profits to shareholders. As a result, we are looking at a stock paying a 14% dividend. What really struck me was that the company has a book value of $7.90, which places my entry price below book value. Though they invest in mortgage backed securities, they do so with government agencies that insure the mortgages. Combine this with a relatively low debt level, and we may have something going on here.

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