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Bear Fight

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  • Sell In May And Go Away? No. Buy In May And Sell Away [View article]
    I am leaning towards lightening up. http://seekingalpha.co...
    Apr 10 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.

    http://seekingalpha.co...
    Apr 10 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.

    http://seekingalpha.co...
    Apr 10 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. http://seekingalpha.co...
    Apr 9 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.

    http://seekingalpha.co...
    Apr 9 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. http://seekingalpha.co...
    Apr 9 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 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. http://seekingalpha.co...
    Apr 8 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 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. 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
COMMENTS STATS
116 Comments
59 Likes