How To Turn Hormuz Instability Into High Dividends

The Negotiation Illusion: Stop trading on "close to a deal" headlines; the Strait of Hormuz remains functionally closed to meaningful traffic. Agriculture's Hidden Crisis: Skyrocketing fertilizer costs today are locking in lower crop yields and a global food shortage for 2027. PMI Under the Hood: April's expansion is driven by record-high prices and falling employment – shortages are masking a manufacturing stasis.

Seeking Alpha • 18 hours ago

Annaly Capital Management, Inc. Announces Preferred Dividends

NEW YORK--(BUSINESS WIRE)--Annaly Capital Management, Inc. Announces Preferred Dividends.

Business Wire • May 7, 2026

REM's Mortgage REIT Portfolio Rallies 19% as Fed Easing Lifts Income Safety

The iShares Mortgage Real Estate ETF (NYSEARCA:REM) gives income investors exposure to roughly two dozen mortgage REITs in a single ticker, smoothing out the cuts and surprises that routinely hit individual mREITs.

24/7 Wall Street • May 6, 2026

Undercovered Dozen: Western Digital, SAP, Toast, And More

The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between April 24 and April 30, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.

Seeking Alpha • May 5, 2026

+12% Yielding Mortgage Machines: Turning Homeownership Into Your Personal Paycheck

mREITs are turning the corner as the yield curve fixes itself, fueling massive cash flow recovery. NLY's Dividend Safety: With earnings hitting $0.76/share, Annaly comfortably covers its dividend with room for a 2026 hike. DX's Bold Expansion: Dynex "backed up the truck," growing its portfolio by 27% to capture peak mortgage yields.

Seeking Alpha • May 2, 2026

Annaly Capital: Double-Digit Yield + Good Appreciation Potential

Annaly Capital Management offers a 12.3% yield and trades at a slight discount to its historical average PE, presenting a compelling income opportunity. NLY's earnings and dividends are poised to rise as interest rate spreads widen, driven by anticipated Fed rate cuts and improved macro predictability. I expect NLY's dividend to climb to over $1/share by 2030, supporting a potential 75% capital gain as the stock approaches a $40 price target.

Seeking Alpha • Apr 29, 2026

Investing For Life: Why Your Portfolio Is Your Most Valuable Asset Ever

The Portfolio CEO: Treat your stock holdings like a business that produces recurring revenue for its only shareholder—you. FCF over EPS: Headline earnings are theoretical; free cash flow is the only true measure of investment strength. Time Value of Money: A dollar today is worth more than a dollar tomorrow—dividends capture that value immediately.

Seeking Alpha • Apr 28, 2026

Annaly: The Ice Cube That Still Pays Patient Investors

Annaly is an ice-cube business, but its agency MBS portfolio softens the risk. Leverage turns modest mortgage spreads into dividends while amplifying book value damage. One-year returns are volatile, but patient holders have historically been rewarded.

Seeking Alpha • Apr 27, 2026

Annaly Capital Earnings: The 12% Yield Is Safe

Annaly Capital's Q1 earnings release showed robust dividend coverage. The Mortgage REIT had $0.76 in earnings available for distribution while paying $0.70 in dividends. Annaly's 12.31% yield is supported by a leveraged agency MBS portfolio, with a 1.35% interest rate spread. Valuation remains attractive at 7.7x earnings and 1.15x book, with a DCF suggesting 33.6% upside from current levels.

Seeking Alpha • Apr 26, 2026

Annaly Capital Management, Inc. (NLY) Q1 2026 Earnings Call Transcript

Annaly Capital Management, Inc. (NLY) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 22, 2026