Replies to post #47 on Orchid Island Capital Inc. (ORC)

[alexander77]

Consider that ORC has upgraded its' dividend. Most other mreits have downgraded their dividend (which will change positively as well). But it also means ORC is very well managed (by same management as BMNM).

[Tinkerer]

J,

All that follows is FWIW, in case any of it helps you:

I did a little research on about 20 REIT's which caught my attention, and in my research I found NLY to be extremely weak financially, and getting weaker. AGNC looked decent. ARR is poorly managed, in my opinion, and not on stable ground financially. CYS is going broke, and their dividend is going to be cut quarter after quarter, year after year, unless they have a major turn around. HTS looks like a solid REIT, but the dividend is a little lower than some.

After researching the REIT's, the three factors I leaned heavily upon were:
1. Percentage dividend yield (the higher the better, obviously);
2. The volatility of the share price (I don't mind volatility, provided I can buy low!). I bought those REIT's which were at or near their 52 week lows (I wanted to buy JMI, but I missed the run-up);
3. Stable or increasing dividend yields

I finally narrowed my REIT portfolio down to the following:
ORC (I plan to invest 50% of my portfolio in this one)
OAKS (15%)
DX (15%)
MFA (10%)
AGNC (15%)

I also grabbed a little PDH 2 weeks ago.

I covet your critiques and/or input of the REIT's I invested in.