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Akaralph

 
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  • StoneMor: With Dividend At Risk, Shares Could Fall Sharply [View article]
    While I am neither long nor short STON I don't see how you can compare it with a royalty trust. Whiting possesses a dwindling resource and has a finite life.

    STON is an LP and does not share the characteristics of a royalty trust.
    Aug 12 09:48 AM | 7 Likes Like |Link to Comment
  • StoneMor: With Dividend At Risk, Shares Could Fall Sharply [View article]
    Never would have guessed you were short STON.
    Aug 12 09:42 AM | 6 Likes Like |Link to Comment
  • Is The Worst Over For Annaly? [View article]
    Yes, 2008-2009 repeated for the mREIT sector.
    Aug 11 03:55 PM | 2 Likes Like |Link to Comment
  • Is The Worst Over For Annaly? [View article]
    Aside from perhaps a few corporate officers, how many investors do you think have done this? A handful? Maybe less?
    Aug 11 03:52 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Let The Eagle Fly [View article]
    No, the only ones I smell occupy public office in Wash. DC.
    Aug 8 03:16 PM | 4 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Let The Eagle Fly [View article]
    This might help:

    http://bit.ly/11Pa3tE
    Aug 8 12:17 PM | Likes Like |Link to Comment
  • Capstead Mortgage's Strategy Proved Itself Great In The Trying Times Of Q2 [View article]
    Read the article and am "pushing" experience gained during the mREIT debacle of 2008-2009.

    I am not trying to trash CMO since I do not own it, nor am I short the stock.

    If you note what has happened to the other "high quality" mREITs like AGNC, MTGE, NLY etc., etc. you will note that the entire sector is treading on thin ice.

    I hope that you do well with it.
    Aug 5 11:44 AM | Likes Like |Link to Comment
  • Capstead Mortgage's Strategy Proved Itself Great In The Trying Times Of Q2 [View article]
    Since it has missed analyst's estimates for at least the past four quarters, isn't it a stretch to assume earnings growth?
    Aug 5 10:18 AM | Likes Like |Link to Comment
  • Capstead Mortgage's Strategy Proved Itself Great In The Trying Times Of Q2 [View article]
    Which still does not cover the dividend.
    Aug 5 09:09 AM | 1 Like Like |Link to Comment
  • Capstead Mortgage's Strategy Proved Itself Great In The Trying Times Of Q2 [View article]
    Are you not at all concerned that their NII of $.27 did not come close to covering the $.31 dividend?
    Aug 5 08:44 AM | 1 Like Like |Link to Comment
  • Avoid The Poor House With Dividend Growth Stocks [View article]
    Like your other choices Todd, but I could never label any mREIT as a "dividend growth stock".
    Aug 4 03:01 PM | 4 Likes Like |Link to Comment
  • Avoid The Poor House With Dividend Growth Stocks [View article]
    Annaly currently offers a 13.3% dividend yield - the highest on the list - and has consistently paid and raised dividends since 1997.

    Think you should check the quarterly dividend performance again. Nothing consistent about raising dividends with NLY. As an example, the quarterly dividend was $.68 in mid-2002; most recently it has declined to $.40.
    Aug 4 12:52 PM | 5 Likes Like |Link to Comment
  • Consider Annaly Capital Here For 17% To 33% Capital Appreciation [View article]
    Good point. I wonder how many people have owned NLY continuously since it went public?

    Probably only a few officers of the corporation.
    Aug 2 11:02 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.: It Could Have Been Worse [View article]
    Worst case - a repeat of 2008-2009, where many mREITs went bankrupt while others reduced their dividends by 60% or more - in some case even eliminated them altogether.
    Aug 1 05:50 PM | Likes Like |Link to Comment
  • Consider Annaly Capital Here For 17% To 33% Capital Appreciation [View article]
    Let's see, NLY has reduced the dividend nine times since late 2009. The price has dropped from the $19 level to its present price (close to its lows).

    What's not to like?

    You mREIT folks must be gluttons for punishment.
    Jul 31 11:52 AM | 8 Likes Like |Link to Comment
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