Seeking Alpha
View as an RSS Feed

Bear Fight  

View Bear Fight's Comments BY TICKER:
Latest  |  Highest rated
  • Sell In May And Go Away? No. Buy In May And Sell Away [View article]
    I am leaning towards lightening up.
    Apr 10, 2012. 07:19 PM | 1 Like Like |Link to Comment
  • 2 Strong REITs To Consider, 2 To Avoid [View article]
    I think investors should own a diversified portfolio of these M REITs. I like NLY and MFA.
    Apr 10, 2012. 04:50 PM | Likes Like |Link to Comment
  • Mortgage REITs: A Tactical Approach To Investing [View article]
    NLY and MFA have operated for almost 2 decades and management has shown an ability to manage through cycles.
    Apr 10, 2012. 03:12 PM | 2 Likes Like |Link to Comment
  • Mortgage REIT ETFs - Is There A Difference? [View article]
    I think a diversified portfolio of M REITs is the way to go, but I rather pick my managers.
    Apr 9, 2012. 07:26 PM | 1 Like Like |Link to Comment
  • Annaly: Do You Believe In Magic? [View article]
    I hold a diversified pool of REITs. Annaly management has proven an ability to manage multiple interest rate cycles. Magic doesnt last 14 years.
    Apr 9, 2012. 09:08 AM | 2 Likes Like |Link to Comment
  • Build A Habit Forming Dividend Strategy With These 7 Retail REITs [View article]
    Investors interesting in high dividend mortgage REITs should consider a diversified portfolio of agency and non agency REITs.
    Apr 9, 2012. 08:47 AM | Likes Like |Link to Comment
  • Buying Mortgage REITs On The Pullback [View article]
    Not necessarily a particular reason any specific names have been left off. But when I look at these M REITs I am looking for management teams that have operated successfully over a number of years. In addition, I prefer internally managed (e.g. MFA). Reviewing the specific strategy (AGNC / TWO - low balance strategy) is also important. Most of these trade around book so the managers and strategy are the most important factor.
    Apr 8, 2012. 06:44 PM | 2 Likes Like |Link to Comment
  • Private Equity That's Publicly Traded [View article]
    Investors looking for yield should take a look at M Reits.
    Apr 8, 2012. 03:18 PM | 1 Like Like |Link to Comment
  • Buying Mortgage REITs On The Pullback [View article]
    For non agencies I like MFA (internally managed) and good strong track record. TWO has an interesting strategy with the types of securities they are buying (low balance, reverse mortgages, etc).
    Apr 8, 2012. 03:16 PM | Likes Like |Link to Comment
  • MLPs And The Growth Of Natural Gas Infrastructure [View article]
    I think MLPs make a lot of sense for income seeking investors.
    Mar 9, 2012. 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.
    Mar 4, 2012. 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.
    Mar 2, 2012. 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.
    Feb 26, 2012. 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
    Feb 25, 2012. 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.
    Feb 25, 2012. 07:32 PM | Likes Like |Link to Comment