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Bear Fight

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  • MLPs And The Growth Of Natural Gas Infrastructure [View article]
    I think MLPs make a lot of sense for income seeking investors. http://seekingalpha.co...
    Mar 9 08:57 PM | Likes Like |Link to Comment
  • Why I Would Rather Buy REITs Than Buy A Rental Home For Income [View article]
    While the author touches on property focused REITs investors should consider mortgage REITs.

    http://seekingalpha.co...
    Mar 4 06:12 PM | Likes Like |Link to Comment
  • Why Annaly Capital Remains A Good Bet [View article]
    M REIT investors should look at Gundlach's DBL closed end fund and hybrid reits.http://seekingalpha.co...
    Mar 2 10:45 AM | Likes Like |Link to Comment
  • ECRI Says Recession Is Still Coming - Evidence Is In Coincident Data [View article]
    M Reits should do well in an economy that continues to weaken. Rates will remain low and prepayments will be subdued. http://seekingalpha.co...
    Feb 26 01:47 PM | 1 Like Like |Link to Comment
  • mREITs' Golden Era Is About To Begin [View article]
    investors should look at hybrid m reits

    http://seekingalpha.co...
    Feb 25 07:34 PM | Likes Like |Link to Comment
  • Annaly, Realty Income: 2 REITs To Buy Or Build Up Now [View article]
    Investors should look at hybrid mortgage REITs as they benefit from prepayments on MBS purchased below par. http://seekingalpha.co...
    Feb 25 07:32 PM | Likes Like |Link to Comment
  • Equities To Buy On A Pullback [View article]
    I think things are going to slow down. Interview with ERCI http://bit.ly/AcZNEi
    Feb 25 08:34 AM | Likes Like |Link to Comment
  • Options Plays On 'Too Big To Fail' Banks [View article]
    jan 13.
    Feb 24 05:31 PM | Likes Like |Link to Comment
  • Options Plays On 'Too Big To Fail' Banks [View article]
    The general thesis is no in the administration/ FED / Treasury wants to see major dislocation in these banks. While individuals might think they are insolvent or crooks or worse, the gov will keep them alive.
    Feb 24 01:25 PM | Likes Like |Link to Comment
  • 4 High Yielding REITs To Consider [View article]
    REIT investors should take a look at MFA and TWO. http://seekingalpha.co...
    Feb 13 11:15 PM | Likes Like |Link to Comment
  • PNC Financial Will Break $73, Outperforming KeyCorp [View article]
    Have you looked at the PNC warrants. An interesting bet for long-term shareholders.
    Feb 13 11:15 AM | Likes Like |Link to Comment
  • 3 REITs Yielding 15% And 2 To Avoid [View article]
    i like MFA. http://seekingalpha.co...
    Feb 13 11:14 AM | 1 Like Like |Link to Comment
  • Despite Dividend Cuts, mREITs Are Okay [View article]
    I think that prepayments will continue to hamper agency reits. I would look at non-agency and hybrids. http://seekingalpha.co...
    Feb 11 10:37 PM | Likes Like |Link to Comment
  • American Capital Agency Is Still A Buy After Dividend Cut [View article]
    Not a lot of discussion on the prepayment here. http://seekingalpha.co...

    I suggest reading the full press release.

    "The Company amortizes or accretes premiums and discounts associated with purchases of agency securities into interest income over the estimated life of such securities based on actual and projected CPRs, using the effective yield method. The weighted average cost basis of the investment portfolio was 104.7% as of December 31, 2011; therefore, slower actual and projected prepayments can have a meaningful positive impact, while faster actual or projected prepayments can have a meaningful negative impact, on the Company's asset yields."
    Feb 7 09:22 AM | Likes Like |Link to Comment
  • Break The Dividend Stock Cartel [View article]
    The obsession might be coming to an end as these stocks are starting to under perform the market.... http://seekingalpha.co...
    Feb 3 10:21 PM | Likes Like |Link to Comment
COMMENTS STATS
107 Comments
52 Likes