Seeking Alpha
  • Albert Alfonso
    I was WAY to early with my $CYS buy yesterday, down 3% since then. Its down 7% since earnings. I think big money shorters maybe the cause
    2/8/13
    Reply (6)
    • Albert Alfonso: search $CYS on twitter. You'll see a few active discussion about shorting $CYS
      2/8/13
    • rjf: a buy at 12.00
      2/8/13
    • Jacob Teague: CYS had atrocious earnings. 17% CPR. Crash in book value. MTGE and AI increased book, lowered CPR, and increased spread. CYS is worst mreit.
      2/9/13
    • Albert Alfonso: CPR is high due to large % of 10yr and 15yr mortgages. BV decline was similar to NLY and IVR @ 4.5% when adjusting for the special dividend
      2/9/13
    • Albert Alfonso: MTGE and AI have non agency exposure
      2/9/13
    • rjf: when will dividend be announced
      2/10/13