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Akaralph

 
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  • Buy Annaly Over American Capital Agency? [View article]
    JMI might be your only hope out of the three. You might look at PMT - only yields around 10%, but probably the best of the mREITs.

    Guess you might say it is the "cream of the crap".
    Aug 17 03:00 PM | 3 Likes Like |Link to Comment
  • SandRidge Permian Trust: Benefit From The 14.9% Yield [View article]
    Once the trust's drilling obligations are fulfilled the subordination threshold will disappear within four quarters.

    Most of these finite U.S. trusts have accelerated drilling activities. You need to realize that the subordination threshold distributions could disappear way before 2017.
    Aug 16 11:12 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Remember, these data do not include self employed persons, nor does it include those whom have just plain given up the job hunt. Real unemployment is still low to mid double digits.

    Would not rely on any data released by the Ministry of Propaganda.
    Aug 15 09:08 AM | 13 Likes Like |Link to Comment
  • StoneMor: With Dividend At Risk, Shares Could Fall Sharply [View article]
    The author got what he wanted, and those of you looking for a bargain in STON also received a good price.

    In the future you should avoid any of his articles. I have no idea if his misinformation is legally actionable - but I'm sure his actions will catch up to him someday soon.
    Aug 13 01:24 PM | 1 Like Like |Link to Comment
  • mREITs: An Opportunity To Be Greedy When Others Are Fearful [View article]
    NLY dropped from $21 to $12 during the mREIT crash.
    Aug 12 03:01 PM | Likes Like |Link to Comment
  • mREITs: An Opportunity To Be Greedy When Others Are Fearful [View article]
    Looks like AGNC began trading in 2008 around the $20 level and dropped to around $15 in the latter part of the year. Then went to $20+ in early 2009 before dropping back to the $17's.
    Aug 12 03:00 PM | Likes Like |Link to Comment
  • StoneMor: With Dividend At Risk, Shares Could Fall Sharply [View article]
    STON has had an uninterrupted string of distribution increases from May 2005 to the present. During this period, the quarterly distribution has gone from $.463 to it's present level of $.60.

    IMO, it is unfortunate that with a growing history of this type of article that SA does not do basic fact-checking of all articles premised on shorting stocks.

    In recent months the number of new authors (including a large number of college and high schoolers) has exploded on SA. Not a good sign for SA's future credibility.
    Aug 12 02:53 PM | 3 Likes Like |Link to Comment
  • StoneMor: With Dividend At Risk, Shares Could Fall Sharply [View article]
    Goes to show that anyone with even a limited knowledge of a stock can have an impact by publishing an article on SA.
    Aug 12 12:24 PM | 9 Likes Like |Link to Comment
  • mREITs: An Opportunity To Be Greedy When Others Are Fearful [View article]
    The article does not make any sense. mREITs are the single most risky sector in today's market, and IMO should be avoided at all cost.

    A review of what happened to them in 2008-2009 should be all it takes to steer clear.
    Aug 12 11:21 AM | 5 Likes Like |Link to Comment
  • 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
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