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  • Which mREITs Will Outperform In 2012? [View article]
    Interesting view. I have a bearish outlook on the agency space.
    Jan 3, 2012. 09:14 PM | Likes Like |Link to Comment
  • Annaly Capital: Risks Do Exist For This REIT [View article]
    I have a similar view on NLY and AGNC
    Jan 3, 2012. 09:13 PM | Likes Like |Link to Comment
  • Why Annaly Capital's Stock Will Continue To Fall [View article]
    I have a similar view on NLY and AGNC.
    Jan 3, 2012. 09:11 PM | Likes Like |Link to Comment
  • 5 Dividend Picks For Retirees, Plus 1 To Avoid [View article]
    People seem to like Yum due to the China exposure (supposedly a growth market). Dividend is modest at 1.9% when the company trades around 23x earnings. YUM is spending approx 34% of EBITDA on capex, whereas MCD is around 26%.
    Jan 3, 2012. 06:38 PM | 1 Like Like |Link to Comment
  • The Dark Clouds Looming Over Annaly Capital Management [View article]
    I have a bearish tilt short term due to prepay risk (Gunndlachs view)

    You seem to not like REITs generally.
    Dec 30, 2011. 08:05 AM | 2 Likes Like |Link to Comment
  • 9 High-Yield Mortgage REITs Now Trading Near Or Below Book Value [View article]
    Thoughts on prepayments?
    Dec 29, 2011. 11:23 AM | Likes Like |Link to Comment
  • Why I Am Avoiding American Capital Agency [View article]
    I am avoiding the agency mortgage REIT space. I sold my positions in NLY ( and AGNC. I am waiting for better prices (below book) or more info on prepayments.
    Dec 29, 2011. 09:10 AM | 1 Like Like |Link to Comment
  • Avoiding Annaly Capital [View article]
    Thanks for all the comments. I appreciate the debate. A healthy and productive debate is what makes a market. I have owned NLY, AGNC, and MFA (non agency). I moved to the sidelines as to what I believe to be risks to the dividend and potential funding issues with a banking crisis. While I think NLY and MFA are the best of the lot, I rather move to the sidelines with my capital. Thanks again for the comments. If NLY falls below book value (~0.8x) I would look to buy back in.
    Dec 22, 2011. 08:56 PM | 3 Likes Like |Link to Comment
  • 5 Income Equities For Conservative Retirees [View article]
    FD: I am long JNJ, ABT, and MCD. Not sure why it states no positions.
    Dec 19, 2011. 03:03 PM | Likes Like |Link to Comment