市盈率TTM为150.4,市盈率6.4,5年平均净利为大幅亏损状态,中期和短期看盈利能力都太差,缺乏吸引力。查看全文
Two Harbors(TWO)03-09 05:25
$双港投资(TWO)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001465740-24-000097 Size: 239 KB 网页链接查看全文
Two Harbors(TWO)03-01 05:25
$双港投资(TWO)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001465740-24-000088 Size: 5 KB 网页链接查看全文
Two Harbors(TWO)03-01 05:35
$双港投资(TWO)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001465740-24-000090 Size: 5 KB 网页链接查看全文
Two Harbors(TWO)03-05 05:25
$双港投资(TWO)$ 8-K Current report, items 5.02, 7.01, and 9.01 Accession Number: 0001465740-24-000095 Act: 34 Size: 554 KB 网页链接查看全文
Two Harbors(TWO)03-01 05:25
$双港投资(TWO)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001465740-24-000086 Size: 5 KB 网页链接查看全文
Two Harbors(TWO)03-01 05:35
$双港投资(TWO)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001465740-24-000092 Size: 5 KB 网页链接查看全文
Two Harbors(TWO)02-23 05:25
$双港投资(TWO)$ S-3ASR Automatic shelf registration statement of securities of well-known seasoned issuers Accession Number: 0001104659-24-026545 Act: 33 Size: 875 KB 网页链接查看全文
Two Harbors(TWO)02-24 05:55
$双港投资(TWO)$ 144 Report of proposed sale of securities Accession Number: 0001465740-24-000084 Act: 33 Size: 6 KB 网页链接查看全文
Two Harbors(TWO)02-24 05:55
$双港投资(TWO)$ 144 Report of proposed sale of securities Accession Number: 0001465740-24-000082 Act: 33 Size: 6 KB 网页链接查看全文
逍遥投资派2023-09-06 17:15
$双港投资(TWO)$ 2009年上市,股息率TTM为17.2%,发放比较稳定,但是最近几年减少很多,市净率目前0.82,没有商誉。
市盈率TTM为150.4,市盈率6.4,5年平均净利为大幅亏损状态,中期和短期看盈利能力都太差,缺乏吸引力。查看全文
不董张懂2020-12-14 16:47
$Ladder Capital(LADR)$ 为何我没有看到它12月的除权派息?//@肖恩她爹:回复@JZee:mREITs我只跟踪了一支$Ladder Capital(LADR)$ ,优先股有跟踪$奇美拉投资(CIM)$ 和$双港投资(TWO)$ 的,根据这两公司预估的Q3业绩应该会比上半年好,3-4月份没有被爆掉,我觉得未来几年不至于破产。它俩的优先股现...查看全文
肖恩她爹2020-10-11 18:15
mREITs我只跟踪了一支$Ladder Capital(LADR)$ ,优先股有跟踪$奇美拉投资(CIM)$ 和$双港投资(TWO)$ 的,根据这两公司预估的Q3业绩应该会比上半年好,3-4月份没有被爆掉,我觉得未来几年不至于破产。它俩的优先股现在肯定被低估了,TWO的收益更高,低估得比较多,可能与原管理公司1.44亿分手费纠纷...查看全文
JZee2020-10-11 03:02
@肖恩她爹[¥6.00] 有没有看过 agency mreit 的优先股?我之前看过$双港投资(TWO)$,感觉这一类接下来几年应该不至于停止股息,更不至于破产。翻了一两个类似two这样较小的mreit的优先股好像折价还不少,您有没有研究过有没有感觉低估的?查看全文
JZee2020-06-09 13:55
今天卖光了$双港投资(TWO)$ 和$Annaly资管(NLY)$ ,大概各自赚了20%-30%。还剩nly的优先股,优先股已经比25元的赎回价格高了,有溢价了,暂时继续当作债券拿着。这一波赚的百分比不错,但是比较起机会成本,就不出彩了。要是这笔钱4月中旬买入油气,商业地产或者餐饮,收益都会好不少。回顾一下原...查看全文
JZee2020-04-21 23:37
@扬长风 @狸哥很懒 @坚信价值 求问一下$Annaly资管(NLY)$ $双港投资(TWO)$ $美国资本代理(AGNC)$ 这几家agency mortgage的REIT折价为什么很不同。我能想到的是two后来有个取消托管的一次性费用,可能一股一次性损失5毛。另外三家规模不同。规模大的可能信心较足,不会被低价清盘。查看全文
JZee2020-04-21 12:38
为什么这几个mreit 的股价对账面价值折价相差这么多?$美国资本代理(AGNC)$ 净账面价值13.6, 现价大概12,折价12%。$Annaly资管(NLY)$ 账面价值7.4到7.6(3月31日,最近估计还微涨),现价5.83, 折价22%。$双港投资(TWO)$ 账面价值6.5(四月初的估计),现价4.13,折价36%。都是基本全部是只持有agenc...查看全文
$Two Harbors Investment Corp(TWO)$ 425 - Prospectuses and communications, business combinations Filed: 2018-06-12 AccNo: 0001465740-18-000068 Size: 1 MB 网页链接
$Two Harbors Investment Corp(TWO)$ 8-K - Current report Filed: 2018-06-12 AccNo: 0001465740-18-000067 Size: 1 MBItem 8.01: Other EventsItem 9.01: Financial Statements and Exhibits 网页链接
$Two Harbors Investment Corp(TWO)$ 8-K - Current report Filed: 2018-06-05 AccNo: 0001465740-18-000064 Size: 4 MBItem 7.01: Regulation FD DisclosureItem 9.01: Financial Statements and Exhibits 网页链接
$Two Harbors Investment Corp(TWO)$ S-4 - Registration of securities, business combinations Filed: 2018-05-25 AccNo: 0001047469-18-004085 Size: 4 MB 网页链接
$Two Harbors Investment Corp(TWO)$ 8-K - Current report Filed: 2018-05-21 AccNo: 0001104659-18-034822 Size: 51 KBItem 5.07: Submission of Matters to a Vote of Security Holders 网页链接
$Two Harbors Investment Corp(TWO)$ 8-K - Current report Filed: 2018-05-21 AccNo: 0001104659-18-034822 Size: 51 KBItem 5.07: Submission of Matters to a Vote of Security Holders 网页链接
$Two Harbors Investment Corp(TWO)$ 内部交易: 2018-05-15,General Counsel and Secretary,Sandberg Rebecca B ,卖出,2818普通股, $15.55
$Two Harbors Investment Corp(TWO)$ 内部交易: 2018-05-15,Chief Investment Officer,ROTH WILLIAM ,卖出,16141普通股, $15.55
$Two Harbors Investment Corp(TWO)$ 内部交易: 2018-05-15,CFO and Treasurer,Farrell Brad ,卖出,9966普通股, $15.55
$Two Harbors Investment Corp(TWO)$ 144 - Report of proposed sale of securities Filed: 2018-05-11 AccNo: 0001104659-18-032575 Size: 76 KB 网页链接