CHICAGO, Jan. 18, 2013 /PRNewswire/ -- Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Home Loan Servicing Solutions (HLSS), Javelin Mortgage Investment Corp. (JMI), Nationstar Mortgage Holdings, Inc. (NSM), PHH Corp. (PHH) and Walker & Dunlop, LLC (WD).
This week, I have been reading a lot of comments -- from Zacks strategists and subscribers alike -- about the Financial Sector. That is, how to play it, if there is any coming earnings and estimate revision strength, etc. etc.
I looked into the top-down Zacks Industries. Lo and behold, the very top-ranked Zacks Industry, ranked number 1 out of 265 groups, up +1 over the last week, and with a solid eight companies in it, is Finance-Mortgage and Related Servicers.
Here are the Zacks Rank #1 mortgage finance and servicing companies available to investors. Two are small cap companies that offer sizable yields (6.6% and 13.9%).
Small Mortgage REITs
Home Loan Servicing Solutions (HLSS), Zacks Rank #1, Outperform, Small Cap Value, $607M Market Cap, 6.6% Yield.
HLSS focuses on acquiring mortgage-servicing assets consisting of mortgage servicing rights, rights to mortgage servicing rights, associated servicing advances and other related assets. It intends to engage residential mortgage loan servicers to service the pools of mortgage loans underlying the mortgage servicing rights. Home Loan Servicing Solutions, Ltd. is based in George Town, Cayman Islands.
Javelin Mortgage Investment Corp. (JMI) Zacks Rank #2, recently #1, no rating, $149M Market Cap. 13.9% Yield, REIT, Small Cap.
JMI invests and manages a leveraged portfolio of agency mortgage-backed securities, non-agency mortgage-backed securities and other mortgage-related investments. It invests primarily in hybrid adjustable rate, adjustable rate and fixed rate Agency RMBS and non-Agency RMBS.
The company has elected to be taxed as a real estate investment trust for U.S. Federal income tax purposes, commencing with its taxable year ended December 31, 2012. Javelin Mortgage Investment Corp is based in Vero Beach, United States.
Large and Mid Cap Mortgage Originators and Servicers
Nationstar Mortgage Holdings, Inc. (NSM), Zacks Rank #1 and Outperform, $3.6B Market Cap, 0.0% Yield. Large Cap Growth
NSM is a mortgage lender. It services loans throughout the United States and originates primarily conventional agency and government residential mortgage loans and also offers a diverse array of complementary services for mortgage investors. Nationstar Mortgage Holdings, Inc. is headquartered in Lewisville, Texas.
PHH Corp. (PHH) Zacks Rank #1, Outperform. $2.6B Market Cap. Mid Cap Value
PHH is a leading outsource provider of mortgage and vehicle fleet management services. It is the sixth largest retail originator of residential mortgages in the United States and the second largest fleet management services provider in the United States and Canada.
Walker & Dunlop, LLC (WD) Zacks Rank #1, Outperform, 0.0% Yield, $658 Market Cap, Small Cap Value
WD is engaged in providing commercial real estate financial services in the United States, with a primary focus on multifamily lending. The Company also offers service loans for life insurance companies, commercial banks and other institutional investors as a loan broker. The Multifamily and FHA Finance groups of Walker & Dunlop are focused on lending to property owners, investors, and developers of multifamily properties across the country.
The Capital Markets and Investment Services groups provide a broad range of advisory, financing, investment consulting and related services. Walker & Dunlop's Healthcare Finance group provides debt financing for healthcare properties.
The Company's Principle Investments include origination, underwriting, execution and management of commercial real estate opportunities across property types and geographies within the continental United States. Walker & Dunlop, LLC is based in Bethesda, Maryland.
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