Two Harbors Investment Corp (TWO)

[kentonmag1]

Went Ex Dividend today hence the fall from previous closing price of $11.67. This quarter dividend payment was 55 cents.

[kentonmag1]

As of 10:00 AM 21st December 2012.
Deutsche Bank initiates coverage on Two Harbors Investment (NYSE: TWO) with a Buy. PT $12.75.

The firm comments, "We expect TWO to continue generating attractive ROEs and post earnings growth in 2013 as it benefits from less prepayment-sensitive agency assets, an increasing mix of non-agency assets, income from Silver Bay, and new investments in whole loans, which we believe is likely to lead to securitizations next year. Given the attractive valuation and our return expectations, we are initiating coverage with a Buy and a target of $12.75 per share."

For an analyst ratings summary and ratings history on Two Harbors Investment click here. For more ratings news on Two Harbors Investment click here.

Shares of Two Harbors Investment closed at $11.59 yesterday, with a 52 week range of $9.03-$12.20

[kentonmag1]

55 cent dividend announced last night, more than makes up for the last quarter. Latest economic forcasts suggest REIT's are good until at least 2015 as most people don't see a rise in interest rates until then. To me it's at least another 8 quarterly dividends going into my DRIP.

[carl2591]

Sorry for the late response Carl, just got back from 17 days in the Hawaiian Islands so a little out of touch.

cant blame a guy for going off the grid.. especially in hawaii
will be heading there my self in sept for a week.

Have you looked at RSO another reits style stock.. it has been jumping around a bit of late like two and others.

i have started looking for good dividend paying stocks irregardless of this fiscal cliff bull crap coming from Washington. THis is another shining example of why we need term limits for congress and senators, not just pres.. too many old guys in senate that keep getting reelected every term for too many terms..

hack the guy from hawaii have been in senate over 56 yrs.. that is WAY to long for one guy to be a senator..

we should like them to 2 or 3 6 yrs terms only. congress 5 2 yrs terms only.. get some of the dead weight out of washington.

[kentonmag1]

TWO takes 47% stake in new IPO - To be listed on the NYSE

Silver Bay Realty Trust Begins IPO Of 13.25 Mln Common Shares - Quick Facts
12/4/2012 11:53 AM ET
Silver Bay Realty Trust Corp. announced Tuesday that it has commenced an initial public offering of 13.25 million shares of common stock at an anticipated initial public offering price of between $18.00 and $20.00 per share. Silver Bay stated that it intends to list its common stock on the New York Stock Exchange under the symbol "SBY."

In addition, the underwriters will have a 30-day option to purchase from Silver Bay up to an additional 1.99 million0 shares of common stock, at the initial public offering price.

Additionally, Silver Bay has entered into contribution and merger agreements through which it will acquire, concurrent with the closing of the offering, an initial portfolio of more than 3,100 single-family residential properties through entities associated with Two Harbors Investment Corp., a publicly traded REIT (TWO: Quote), and Provident Real Estate Advisors LLC, a private capital management firm, in exchange for equity interests in Silver Bay or its operating subsidiary, or cash.

Silver Bay noted that it intends to use the net proceeds of the offering to purchase additional single-family properties, to renovate such properties for rental to tenants and for working capital.
Pursuant to a contribution agreement, Two Harbors expects to contribute its existing portfolio of over 2,200 single-family properties to Silver Bay, together with $50 million in cash that will be used by Two Harbors to acquire and renovate properties through the closing. In exchange for the contribution, Two Harbors will receive approximately 17.8 million shares of common stock of Silver Bay, which will represent approximately 47.7% of the outstanding stock of Silver Bay after the offering or approximately 45.3% if the underwriters exercise their option to acquire additional shares within 30 days following the offering. The shares received by Two Harbors will be subject to a 90-day lock-up period following the closing of the IPO, after which Two Harbors may, subject to the discretion and approval of its Board of Directors and in compliance with applicable securities laws, hold, sell or otherwise dispose of the shares, which may include a distribution of the shares by means of a special dividend to Two Harbors shareholders. The Silver Bay common stock will be listed on the New York Stock Exchange under the symbol “SBY.”

[kentonmag1]

TWO takes 47% stake in new IPO - To be listed on the NYSE

Silver Bay Realty Trust Begins IPO Of 13.25 Mln Common Shares - Quick Facts
12/4/2012 11:53 AM ET
Silver Bay Realty Trust Corp. announced Tuesday that it has commenced an initial public offering of 13.25 million shares of common stock at an anticipated initial public offering price of between $18.00 and $20.00 per share. Silver Bay stated that it intends to list its common stock on the New York Stock Exchange under the symbol "SBY."

In addition, the underwriters will have a 30-day option to purchase from Silver Bay up to an additional 1.99 million0 shares of common stock, at the initial public offering price.

Additionally, Silver Bay has entered into contribution and merger agreements through which it will acquire, concurrent with the closing of the offering, an initial portfolio of more than 3,100 single-family residential properties through entities associated with Two Harbors Investment Corp., a publicly traded REIT (TWO: Quote), and Provident Real Estate Advisors LLC, a private capital management firm, in exchange for equity interests in Silver Bay or its operating subsidiary, or cash.

Silver Bay noted that it intends to use the net proceeds of the offering to purchase additional single-family properties, to renovate such properties for rental to tenants and for working capital.

[kentonmag1]

TWO seems to have regained that upward push again, add another approx. 36 cent dividend payment in around 6 weeks time and we'll be looking good. Especially since a large number of investers are in the DRIP, hence buying more shares in the Company. The figure I'm looking forward to is the book value of the Company which has gone up approx. $2 in the last 12 months to $11.35 per share, if this trend continues the stock price should continue trending higher also.

[kentonmag1]

Sorry for the late response Carl, just got back from 17 days in the Hawaiian Islands so a little out of touch.
Looks like the REITS had a bad run as a whole. There were also a few comments about the recent strong run of TWO and advising people to take a more cautious approach. The drop in dividend for the last quarter also raised a few eyebrows.
My own view is that the REITS as a group still have a good 15 - 18 months mileage in them before the economy becomes strong enough for interest rates to start climbing, which will have a negative effect on stock prices.
The recently announced buy back of Company shares is a strong positive that the insiders are firmly backing the Company and I see no reason to pull out in the short term.

[JD400]

WOW Buying Back 25 Million Great News!~)

Two Harbors Investment Corp. (NYSE: TWO; NYSE MKT: TWO.WS) announced today that its Board of Directors has authorized the company to repurchase up to 25,000,000 shares of its common stock, which is an increase of 15,000,000 shares to the previously authorized share repurchase program. The shares are expected to be repurchased from time to time through privately negotiated transactions or open market transactions, including pursuant to a trading plan in accordance with Rules

[JD400]

Third Quarter mREIT Review

This article is so packed. It really helped me as I'm new to this stock and market. Good to see you!
GLTUs, US,All
http://seekingalpha.com/article/1003311-third-quarter-mreit-review?source=marketwatch

[carl2591]

jumped in couple weeks ago at 11.80 now see it down to 10.98.. make me want to wait and see this week how it goes.

was loving the chart till now.. what is up with this one..??

[kentonmag1]

It was a great quarter, despite the fact that the earnings target was missed, the book value of the Company went up 15% to $11.44 which is above last nights finishing stock price. The book value has consistantly increased during the last year that I have been an owner of the stock and there is no reason to think it wont continue. As long as the book value increases the stock price should continue to get pulled along in an upward direction.
On the down side I do see a trend towards lower dividends as the company move into lower risk areas, however that should more than be returned in the share value.
Onwards and Upwards TWO

[$UPERMAN]

"We had a remarkable quarter," said Thomas Siering, Two Harbors' President and Chief Executive Officer. "Our RMBS portfolio delivered its most outstanding performance since the company's formation, achieving an annualized return on average equity of 70.2% on a Comprehensive Income basis. We believe this performance demonstrates not only the advantages of our hybrid investment strategy, but also highlights the strength of our security selection process and speaks to the high caliber of our investment team."

http://ih.advfn.com/p.php?pid=nmona&article=54886986&symbol=TWO

[kentonmag1]

The drop in share price doesn't work out to bad as the last dividend is payable on the 22nd Oct. I am in their dividend reinvestment plan (DRIP) so the lower the price on the 22nd Oct, the more shares my dividend buys. In a way it's a win win scenario.
There was a drop for a couple of days after the lower dividend of 36 cents was announced but since then the share price has hit all time highs so I don't think yesterdays drop had much to do with the previously announced dividend. Reading a couple of bloggers on the stock and they mentioned there was some gapping on levels of support below the share price so a couple of market sells could have dropped through those light threshholds.
Anyway some good consolidation again today and until we can see some major moves on mortgage loans and higher costs for borrowing i don't see to much to be worried about with TWO in the next 15 months.

[JD400]

Nice Run, Is it trimming now because of the 4 cent divi drop.

My Motto name for this is

" Love This 1 TWO "

[kentonmag1]

Oop's dividend drops 4 cents, first drop in more than 9 quarters. Could have a negative effect on shares tomorrow?

[kentonmag1]

Well 35 cents per share was a little below expectations but everything else was positive. Should still be good for another 40 cents per share dividend.

[kentonmag1]

Big run up off late on huge volumes. After hours tonight for earnings call, should be interesting. Anything over 39 cents per share will be welcome and keep the run going.

[FadeMeToWin]

Agree. I had some -CIM- which fits your scenario and last qtr it came in under prior divi and got hammered.

[kentonmag1]

Just beginning to get a little concerned with TWO for the next dividend. Even though profit continues to rise the 3 filings of new shares, during the last 12 months, means that the earnings per share have dropped in the past 2 quarters. During the last quarter the earnings were 25 cents per share yet they paid a 40 cents per share dividend. I'm just worried that if they don't at least match the dividend next time the stock price will get hit despite another rise in profit. Usually with any high dividend paying stock they get hit hard if the dividend falls.

[kentonmag1]

Well you got your .40 cents dividend per share, and the share price continues to rise, even after last weeks sold issuance of 50 million shares at $10.44 per share. The initial drop in price to a low of $10.54 lasted about 3 hours and then back up it went and hit it's highest price of the last 12 months today. Times are certainly looking good at Two Harbours, as long as interest rates stay low and I don't see them going anywhere until 2014 at the earliest.

[kentonmag1]

Well you got your next .40 cents and the share price continues to rise, even after last weeks sold issuance of 50 million shares at $10.44 per share. The initial drop in price to a low of $10.54 lasted about 3 hours and then back up it went and hit it's highest price of the last 12 months today. Times are certainly looking good at Two Harbours, as long as interest rates stay low and I don't see them going anywhere until 2014 at the earliest.

[Ricktbo]

Just jumped on here not too long ago. Excited to see numbers and my first divy soon. GLTA

[kentonmag1]

There are a number of very high profile mutual funds holding this stock and in the recent very turbulent market the share price has remained very strong.

The dividend yield seems extremely high but thats because by law they have to pay out at least 90% of their income, however plenty of that is reinvested back in the Company with their DRIP, I reinvest my dividends, so 90% doesn't actually leave the Company.

I've read a number of reviews on TWO since I've been holding it and I've yet to read anything that is negative based on the financials of the Company. There are a few who feel the 16% dividend yield will eventually hurt the Company and that if they cut the dividend for a few quarters the share price will get beaten down very quickly but that's investing and a chance I'm prepared to take.

[dav1234]

Among the new positions added by David Tepper's Appaloosa Management in Q1 are Bank of America (BAC), Citigroup (C) and Hartford (HIG). Tepper also likes a couple of mortgage REITs, taking new positions in Chimera (CIM) and Two Harbors (TWO).

[nuketheshorts]

This yield is too good to be true! Not that I expect interest rates to rise for a loooooooooong time... but has anyone looked at the risk here when interest rates do begin to rise?

[kentonmag1]

Where else can you get a nice 16% dividend yield return? Just got my first quarter dividend and reinvested it in their DRIP. 6 out of 8 analysts still rate it a strong buy, with one as a buy and the other as a neutral.

[kentonmag1]

Struggled to get my broker to support me on Two Harbours, however I have a real feeling for this one. Other than the higher dividend, I just feel they are in the US property market at the right time.
Looking forward to hopefully a long and prosporous relationship.

[Penny Roger$]

~ $TWO ~ Earnings posted, pending or coming soon! In Charts and Links Below!

~ $TWO ~ Earnings expected on Monday *
This Week In Earnings: Earnings are coming or are already posted! This is what the charts look like! If you play the earnings these posts can be very helpful to you!
Want more like this? Search Keyword: MACMONEY >>> http://tinyurl.com/MACMONEY <<<
One or more of many earnings sites has alerted this security has or will be posting earnings on or around the day of this message.








http://stockcharts.com/h-sc/ui?s=TWO&p=D&b=3&g=0&id=p88783918276&a=237480049




http://stockcharts.com/h-sc/ui?s=TWO&p=W&b=3&g=0&id=p54550695994



~ Barchart: http://barchart.com/quotes/stocks/TWO?
~ OTC Markets: http://www.otcmarkets.com/stock/TWO/company-info
~ Google Finance: http://www.google.com/finance?q=TWO
~ Google Fin Options: hhttp://www.google.com/finance/option_chain?q=TWO#
~ Yahoo! Finance ~ Stats: http://finance.yahoo.com/q/ks?s=TWO+Key+Statistics
~ Yahoo! Finance ~ Profile: http://finance.yahoo.com/q/pr?s=TWO
Finviz: http://finviz.com/quote.ashx?t=TWO
~ BusyStock: http://busystock.com/i.php?s=TWO&v=2
~ CandlestickChart: http://www.candlestickchart.com/cgi/chart.cgi?symbol=TWO&exchange=US
~ Investorshub Trades: http://ih.advfn.com/p.php?pid=trades&symbol=TWO
~ Investorshub Board Search: http://investorshub.advfn.com/boards/getboards.aspx?searchstr=TWO
~ Investorshub PostStream Search: http://investorshub.advfn.com/boards/poststream.aspx?ticker=TWO
~ Investorshub Goodies Search: http://investorshub.advfn.com/boards/msgsearchbyboard.aspx?boardID=18582&srchyr=2011&SearchStr=TWO
~ Investorshub Message Search: http://investorshub.advfn.com/boards/msgsearch.aspx?SearchStr=TWO
~ MarketWatch: http://www.marketwatch.com/investing/stock/TWO/profile
~ E-Zone Chart: http://www.windchart.com/ezone/signals/?symbol=TWO
~ 5-Min Wind: http://www.windchart.com/stockta/analysis?symbol=TWO
~ 10-Min Wind: http://www.windchart.com/stockta/analysis?symbol=TWO&size=l&frequency=10&color=g
~ 30-Min Wind: http://www.windchart.com/stockta/analysis?symbol=TWO&size=l&frequency=30&color=g
~ 60-Min Wind: http://www.windchart.com/stockta/analysis?symbol=TWO&size=l&frequency=60&color=g


http://investorshub.advfn.com/boards/post_prvt.aspx?user=251916

*If the earnings date is in error please ignore error. I do my best.

[dav1234]

Two Harbors Investment Corp. Announces Pricing of Common Stock Offering

Two Harbors Investment Corp (NYSE:TWO)
Intraday Stock Chart

Today : Wednesday 11 January 2012

Two Harbors Investment Corp. (NYSE: TWO; NYSE Amex: TWO.WS) today announced that it has priced a public offering of 34,000,000 shares of its common stock at an offering price of $9.17 per share, for total gross proceeds (before underwriting discount and commissions and estimated expenses) of approximately $311.8 million. The Company has granted the underwriters an option for 30 days to purchase up to an additional 5,100,000 shares of the Company’s common stock to cover over-allotments, if any. The offering is expected to close on or about January 17, 2012.

The company expects to use the net proceeds from this offering to make additional acquisitions of residential mortgage-backed securities, residential mortgage loans, real estate and other real estate-related assets, and for other general corporate purposes.

Credit Suisse Securities (USA) LLC acted as the lead book-running manager for the offering. Barclays Capital Inc. and J.P. Morgan Securities LLC acted as book-running managers. JMP Securities LLC and Keefe, Bruyette & Woods, Inc. acted as co-managers.

The offering will be made pursuant to the Company’s existing shelf registration statement previously filed with and declared effective by the Securities and Exchange Commission on July 13, 2011 (Commission File No. 333-175327). The offering will be made only by means of a prospectus supplement and accompanying prospectus. Copies of the prospectus supplement and accompanying prospectus, when available, may be obtained by contacting:



Credit Suisse Securities (USA) LLC
One Madison Avenue

New York, New York 10010

Attention: Prospectus Department

or by telephone at [phone]






Barclays Capital Inc.

c/o Broadridge Financial Solutions

1155 Long Island Avenue

Edgewood, NY 11717

Telephone: [phone]

or by emailing

[e-mail]





J.P. Morgan Securities LLC
c/o Broadridge Financial Solutions

1155 Long Island Avenue

Edgewood, NY 11717

Telephone: [phone]


This press release shall not constitute an offer to sell, or a solicitation of an offer to buy, nor shall there be any sale of the company’s securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction.

About Two Harbors Investment Corp.

Two Harbors Investment Corp., a Maryland corporation, is a real estate investment trust that invests in residential mortgage-backed securities, residential mortgage loans, real estate and other financial assets.

Cautionary Notice Regarding Forward-Looking Statements

This release may include statements and information that constitute “forward-looking statements” within the meaning of section 27A of the Securities Act of 1933, as amended, and section 21E of the Securities Exchange Act of 1934, as amended, and we intend such forward-looking statements to be covered by the safe harbor provisions therein and are included in this statement for purposes of invoking these safe harbor provisions. Forward-looking statements include statements with respect to our beliefs, plans, objectives, goals, targets, expectations, anticipations, assumptions, estimates, intentions and future performance. The forward-looking statements made in this release include, but may not be limited to, expectations regarding the timing of the closing of the offering and use of proceeds.

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions. There can be no assurance that actual results will not differ materially from our expectations. We caution investors not to rely unduly on any forward-looking statements and urge you to carefully consider the risks identified under the captions “Risk Factors,” “Forward-Looking Statements” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our public filings with the SEC, which are available on the SEC’s website at www.sec.gov.

All written or oral forward-looking statements that we make, or that are attributable to us, are expressly qualified by this cautionary notice. We expressly disclaim any obligation to update the information in any public disclosure if any forward-looking statement later turns out to be inaccurate.

[Hostile Takeover]

Two Harbors Investment Corp. Announces Public Offering of Common Stock
Two Harbors Investment Corp (NYSE:TWO)
Intraday Stock Chart

Today : Tuesday 24 May 2011

Two Harbors Investment Corp. (NYSE: TWO; NYSE Amex: TWO.WS) today announced that it plans to offer, subject to market and other conditions, 20,000,000 shares of its common stock in an underwritten public offering. The company has also granted the underwriters an option for 30 days to purchase up to an additional 3,000,000 shares of common stock to cover overallotments. Credit Suisse Securities (USA) LLC is acting as the lead book-running manager for the offering. Barclays Capital Inc. and Wells Fargo Securities LLC are acting as book-running managers. JMP Securities LLC is acting as co-manager.

The company expects to use the net proceeds from this offering to make additional acquisitions of residential mortgage-backed securities and other financial assets and for other general corporate purposes, including potentially to finance acquisitions of residential mortgage loans.

The offering will be made pursuant to the company’s existing shelf registration statement previously filed with and declared effective by the Securities and Exchange Commission on November 30, 2010 (Commission File No. 333-170251). The offering will be made only by means of a prospectus supplement and accompanying prospectus. Copies of the preliminary prospectus supplement and accompanying prospectus, when available, may be obtained by contacting:
Credit Suisse Securities (USA) LLC Barclays Capital Inc. Wells Fargo Securities, LLC
One Madison Avenue c/o Broadridge Financial Solutions Attn: Equity Syndicate
New York, New York 10010 1155 Long Island Avenue 375 Park Avenue
Attention: Prospectus Department Edgewood, NY 11717 New York, NY 10152-4077
or by telephone at [phone] Telephone: [phone] or by calling [phone]
or by emailing or by email:


[e-mail]


[e-mail]


This press release shall not constitute an offer to sell, or a solicitation of an offer to buy, nor shall there be any sale of the company’s securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction.

About Two Harbors Investment Corp.

Two Harbors Investment Corp., a Maryland corporation, is a real estate investment trust that invests in residential mortgage-backed securities and mortgage loans.

[Hostile Takeover]

Two Harbors Investment Corp. Announces Results of 2011 Annual Meeting of Stockholders
2 hours 5 minutes ago - BIZ via Comtex
BusinessWire

Two Harbors Investment Corp. (NYSE: TWO; NYSE Amex: TWO.WS) announced the results of its 2011 Annual Meeting of Stockholders held on Tuesday, May 17, 2011. Stockholders of record at the close of business on March 28, 2011, were entitled to notice of and to vote at the Annual Meeting.

At the meeting, the company's stockholders:

-- elected each of Mark Ein, William W. Johnson, Stephen G. Kasnet, Peter Niculescu, W. Reid Sanders, Thomas Siering and Brian C. Taylor to serve until our Annual Meeting of Stockholders to be held in 2012 or until his successor is duly elected and qualified;

-- ratified the appointment of Ernst & Young LLP as the company's independent registered public accountants for the year ending December 31, 2011;

-- approved the advisory resolution relating to the company's executive compensation; and

-- recommended, on an advisory basis, that future advisory votes relating to the company's executive compensation be held every year.

In accordance with the recommendation of stockholders, the company has determined that it will hold an advisory vote on its executive compensation every year until the next advisory vote on frequency, which will be no later than the company's annual meeting of stockholders in 2017.

The final voting results for each proposal will be filed today with the Securities and Exchange Commission on a Current Report on Form 8-K and will be available for viewing on the Company's website at www.twoharborsinvestment.com.

[Hostile Takeover]

SmarTrend currently has shares of Two Harbors Investment Corp in an Uptrend and issued the Uptrend alert on September 09, 2010 at $8.43. The stock has risen 29% since the Uptrend alert was issued.

[Hostile Takeover]

Good value with low risk.

[Hostile Takeover]

A steady slow climb.

[Hostile Takeover]

This is a strong looking company.

[Hostile Takeover]

I shall continue the DD on this one.