I have a small short position in AG Mortgage Investment (MITT) Company Profile 12/31/19 Book Value per share was $17.61 and unlike peers the company did not provide any update showing the impact of the March market crash. The company held a portfolio allocated 35% to Agency RMBS and 65% to credit sensitive RMBS and … Continue reading MITT: Short
Unit price has fallen 51% since 2/28, much worse than peers Trading at a 60% discount to its IFRS Net Asset Value ($25.79) and 7.3 X 2020 AFFO (C$1.40) estimated prior to the impact of the coronavirus Diversified business model is unpopular with investors, but includes high quality assets that should sustain their value through … Continue reading H&R REIT: This Blue Chip Canadian REIT Has Never Been Cheaper
Koneko Research 