Dynex Capital: This 15.4% Yield Still Has Room To Run (Archive)

A great option for income investors

Dynex Capital: This 15.4% Yield Still Has Room To Run (Archive)
Photo by Kostiantyn Li / Unsplash

This 5-Minute Pitch was originally published on Seeking Alpha. It is shared here to showcase my work and track record. I also publish full 5-Minute Pitches on this site. This will be behind a paywall, accessible to Hunter Tier members.

Elevator Pitch

  • Rising bond yields are increasing flows into fixed-income instruments, and agency MBS is an outperforming category.
  • Dynex benefits from a constructive agency MBS carry backdrop as portfolio yields remain stable while funding costs have eased.
  • Higher-coupon agency MBS exposure raises prepayment and reinvestment risk, although current rate expectations reduce the likelihood of broad refinancing.
  • Rising rates could pressure Dynex book value, with sensitivity dependent on yield-curve moves, mortgage spreads, and hedge performance.
  • DX trades at a 1.03x P/B, slightly below peer averages, offering reasonable valuation relative to agency RMBS and CMBS mREITs.

Read the full article here.

Spreadsheet Model