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Akaralph  

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  • How Is ARMOUR Residential's Turnaround Going? [View article]
    speculative-

    Why, are you interested?
    Jun 28, 2015. 01:58 PM | 4 Likes Like |Link to Comment
  • How Is ARMOUR Residential's Turnaround Going? [View article]
    If you believe that ARR is going to recover, I have a bridge I would like to sell to you.
    Jun 28, 2015. 08:47 AM | 12 Likes Like |Link to Comment
  • Shopping For REITs Today? Conduct A Competent Inspection [View article]
    smurf-

    Current leverage is about 29%. You can certainly do that.
    Jun 26, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • Shopping For REITs Today? Conduct A Competent Inspection [View article]
    Adam-

    JRS distribution has recently increased from $.225 to $.24 quarterly. Income, LT and ST gains - no ROC.
    Jun 25, 2015. 01:44 PM | 1 Like Like |Link to Comment
  • Shopping For REITs Today? Conduct A Competent Inspection [View article]
    Adam-

    I think adding to JRS here, which is at a 52 week low, with a discount also at a 52 week high makes sense. They hold most all of the large cap REITs and are paying just above 9%.
    Jun 25, 2015. 12:54 PM | Likes Like |Link to Comment
  • CYS Investments: Calling The Yellen Bluff [View article]
    Albert -

    Should be climbing continually. Upshot is folks are setting themselves up to be burned by the mREITs once again.
    Jun 24, 2015. 04:38 PM | Likes Like |Link to Comment
  • CYS Investments: Calling The Yellen Bluff [View article]
    Despite six or seven dividend cuts since 2011 and a declining BV, what's not to like?
    Jun 21, 2015. 05:25 PM | 2 Likes Like |Link to Comment
  • Addressing Western Asset Mortgage Capital's Perplexing Dividend Cut [View article]
    Income-

    Many were not around back then, and many that were around in 2007 are no longer here today either.
    Jun 21, 2015. 09:11 AM | 1 Like Like |Link to Comment
  • Addressing Western Asset Mortgage Capital's Perplexing Dividend Cut [View article]
    Chris-

    I think it's time for you and the other mREIT groupies to admit that these are declining assets, and that NAV's and dividends will continue to fall.

    How much money have folks already lost on them?
    Jun 20, 2015. 09:08 AM | 6 Likes Like |Link to Comment
  • Which BDCs To Buy After Selling Prospect Capital? [View article]
    Have owned TPVG for a few months now and am pleased with them as a BDC.
    Jun 18, 2015. 09:41 AM | 5 Likes Like |Link to Comment
  • Why I Like 8% Paying Ferrellgas Partners [View article]
    Ted-

    Nothing variable about the distribution at all.

    FGP's interest coverage ratio and debt/EBITDA ratios are very poor. Good one to stay away from.

    In fact, none of the propane MLP's are looking very good here.
    Jun 11, 2015. 12:30 PM | 2 Likes Like |Link to Comment
  • Don't Abandon CYS Investments [View article]
    Chris -

    Are you enthusiastic enough to buy CYS?
    Jun 10, 2015. 03:30 PM | Likes Like |Link to Comment
  • Don't Like MLPs, How About A Pipeline REIT? [View article]
    A bit late to the party on this one - aren't we?
    Jun 8, 2015. 06:48 PM | 3 Likes Like |Link to Comment
  • Has 9.4% Dividend BreitBurn Energy Bottomed? [View article]
    Awil-

    Right, the last thing I want from my MLP's is a good distribution coverage ratio?
    Jun 3, 2015. 11:57 AM | 10 Likes Like |Link to Comment
  • Azure Midstream Partners: Needs To Catch More Than FISH For Grey Skies To Turn Blue [View article]
    AZUR is doing pretty well in today's trading - up over $3.
    Jun 2, 2015. 03:33 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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