Both analysts, however, are positive on Two Harbors Investment Corp. ( TWO). DeVries argues "it is more levered to continued improvement in the housing market," while Weaver cites positive commentary from the company about rising book values. Two Harbors, however, hasn't sold off with much of the rest of the sector. On Thursday, it closed just 3.1% below its 52 week high. American Capital Agency Corp., by contrast, is nearly 10% off its high.

-- Written by Dan Freed in New York.

Disclosure: TheStreet's editorial policy prohibits staff editors, reporters and analysts from holding positions in any individual stocks.

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