TFSL 5% community bank #up to $40

OKE 7% midstream

  • analysts neutral; tgt $54 https://www.wsj.com/market-data/quotes/OKE/research-ratings
  • 7% CDY. div increased through 2020. https://www.morningstar.com/stocks/xnys/oke/dividends
  • https://money.usnews.com/investing/dividends/slideshows/high-paying-dividend-stocks-in-the-s-p-500?slide=8 says this business is more stable than other energy stocks
  • 20B midstream stock

NWBI 5% small bank

  • CDY 5%+
  • ๐Ÿ™‚ 25Y streak (almost no-drop) .. https://www.macrotrends.net/stocks/charts/NWBI/northwest-bancshares/dividend-yield-history
  • 25Y price chart (above) shows growth.
  • ๐Ÿ™‚ low quantum
  • analysts neutral .. tgt $14 https://money.cnn.com/quote/forecast/forecast.html?symb=nwbi
  • $2B- small cap, long history as a regional bank, not a growth stock

ORC 20%NAV erosion #+1 share

Consider on more share to improve my average cost. Maybe sell later.

  • ๐Ÿ™ 10Y decline. I bought at $7.07. Looks like it’s paying dividend from NAV erosion.
  • ๐Ÿ™‚ CDY 20% .. Monthly! didn’t drop in 2020 https://www.macrotrends.net/stocks/charts/ORC/orchid-island-capital/dividend-yield-history
  • .. ๐Ÿ™‚ I received monthly
  • ๐Ÿ™‚ analyst no-sell $5 https://money.cnn.com/quote/forecast/forecast.html?symb=orc
  • ๐Ÿ™‚ small quantum
  • small-cap

Orchid Island Capital, Inc. is a REIT operating in the mortgage industry. Mortgage REITsย differ from most other REITs.

For example, traditional REITs typically own a portfolio of physical real estate, which theyย lease to tenants to collect rental income. Mortgage REITs are purely financial entities, andย Orchid Island does not ownย any physical properties.

Instead, it is an externally managed REITย (by Bimini Advisors LLC)ย that invests in residentialย mortgageโ€“backed securities (RMBS), either passโ€“through or structured agency RMBSs, which are financial instrumentsย that collect cash flow based on residential loans such as mortgages, including subprime, and homeโ€“equity loans.