Seeking Alpha

Bear Fight

 
View as an RSS Feed
View Bear Fight's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Defensive Dividend Portfolio Buy Zones (Part V: Mortgage REITs) [View article]
    I like the conviction around names with specific buy prices, but I think investors should hold off until we get more info on prepayment rates.
    http://seekingalpha.co...
    Feb 3 10:15 PM | Likes Like |Link to Comment
  • Dividend Stocks Underperforming The Market: Part II [View article]
    Not selling my stocks but something to be mindful given the significant attention div stocks have received over the last year.
    Feb 3 11:54 AM | Likes Like |Link to Comment
  • Dividend Stocks Underperforming The Market: Part I [View article]
    Have you considered overwriting call options if you think they are overvalued?
    Feb 2 12:58 PM | Likes Like |Link to Comment
  • Be Cautious On Mortgage REITs [View article]
    I agree that rates are going nowhere. I think people put too much focus on that part of the equation. Prepayment risk is an issues a lot of writers do not discuss....

    thanks for the comments.
    Feb 2 12:50 PM | 1 Like Like |Link to Comment
  • Prepayment Rates Remain High For Agency REITs [View article]
    Interesting article from CS on write downs. http://bloom.bg/z7kGQL
    Jan 22 06:23 PM | Likes Like |Link to Comment
  • Prepayment Rates Remain High For Agency REITs [View article]
    I am in the same camp. Have owned NLY and AGNC before and looking for better prices and more info on prepays. Interested at a 10% discount to book.
    Jan 22 09:31 AM | Likes Like |Link to Comment
COMMENTS STATS
116 Comments
59 Likes