Marissa Lobo

Coverage

Companies whose earnings calls Marissa Lobo asked questions on (from Lician's transcripts).

• RITMRithm Capital Corp.
• ARRArmour Residential REIT, Inc.

Questions on earnings calls

1. RITM earnings call · Rithm Capital Corp.Oct 23, 2026 · 1 question
   • 45:57

     “levels attractive enough to grow the portfolio or is the focus more on securitizing and recycling capital? I think it's both. It's also the investment portfolio. We will continue to recycle that. I'm going to give you the example where if we don't originate a mortgage loan, but…”

2. ARR earnings call · Armour Residential REIT, Inc.Oct 22, 2026 · 1 question
   • 16:21

     “I just wanted to ask about leverage, just given where wider mortgage spreads are and what. You described as favorable repo conditions. How are you feeling about the willingness to add to leverage here and what is your target range?”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

UBS rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Marissa Lobo. We do not use licensed rating databases.