5 Good, Bad And Ugly Dividend Stocks At Current Market Prices

This research report was produced by The REIT Forum with assistance from Big Dog Investments.
Not all investments are created equal...

Here, at “The REIT Forum”, we try to find good investments at great valuations. We also spot bad investments and attempt to steer investors away from them.
In this article, I will focus a few good investments and a few bad ones. In some cases, there will be a clear winner.

Preferred share from Invesco Mortgage Capital Invesco Mortgage Capital (IVR) has 3 preferred shares we will be looking at.
For investors interested in The REIT Forum’s preferred share ratings, see my guide to preferred shares. I also have a guide for preferred share dividend captures.
The company carries a material amount of leverage and credit risk. Because of these risk factors. I view the preferred shares as having a risk rating of “4” on a scale of 1-5 (5 being the riskiest).
Because of their risk rating, these securities are better suited for traders rather than buy-and-hold investors.

Source: CWMF’s subscriber spreadsheet (subscription required for 50+ preferred shares and baby bonds with comparing prices)
IVR-C is the only preferred share in the hold while the other 2 series are in the sell range. There is still an opportunity here, but it’s not as good as a couple weeks ago when I called out the price discrepancy in preferred shares from IVR (IVR-C was at $24.04).
However,... Read more