Grant’s: Mortgage Real Estate Investment Trusts Offer Value

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Rupert Hargreaves
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Income investors love high-yield stocks while value investors are always on the look-out for companies trading below book value. It’s rare that you find a stock that’s trading at a discount to book but at the same time offers an attractive, sustainable dividend yield. However, according to Grant’s, mortgage real estate investment trusts present such an opportunity. In a piece titled “12% goes begging” published in last week’s issue, Grant’s laid out the opportunity on offer at mREITs, namely the hefty double-digit yield and discount to book value. Grant’s mREIT discounts  The companies featured were Annaly Capital Management, American Capital…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk