Stockchase Opinions

Larry Berman CFA, CMT, CTAMarket Vectors Mortgage REIT ETFMORTCOMMENTMay 10, 2021

Companies that are public mortgage investment corps. Lots of volatility. There is probably some value in the sector in returning to pre-covid levels. We do not know the extent of bankruptcies that will come once aid and payment relief is gone.
$19.30

Stock price when the opinion was issued

$10.01

As of Jun 05, 2026. Market Open.

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Generally likes mortgages. You get higher yields and there is harder collateral security. You are a step removed from the volatility of underlying real estate prices. 30% of it is in two securities, which concerns him somewhat.