Seeking Alpha
View as an RSS Feed

Bear Fight  

View Bear Fight's Comments BY TICKER:
Latest comments  |  Highest rated
  • The All-Aristocrat Team: 35 Income Generating Dividend Machines (Part 5) [View article]
    JNJ is a must own. Healthcare + consumer. Reasonable valuation in an overvalued market. I am long dividend paying stocks with a modest market hedge (short the SPY - FD: I have lost money on the hedge) and I use long dated covered calls - out of the money - to generate income given what I believe to be a frothy market.
    May 31, 2015. 10:29 AM | 1 Like Like |Link to Comment
  • Annaly Capital: As Prepayments Accelerate, Further Diversification May Be Needed [View article]
    Agency M Reit investors should diversify into non agency/ hybrid reits. I like TWO, MFA, and EFC. http://seekingalpha.co...
    Sep 6, 2013. 07:58 PM | 1 Like Like |Link to Comment
  • The Time Is Now For Two Harbors [View article]
    Comments from Sterne Agee on BV.... http://yhoo.it/1fC5u90
    Sep 5, 2013. 12:00 PM | Likes Like |Link to Comment
  • Is It Time To Buy Annaly Capital? [View article]
    Investors interested in mortgage REITs should look at hybrid REITs including TWO, MFA, EFC. My view is that in a more volatile rate environment - hybrids which invest in non agencies will have a better chance at protecting book values. I outlined my views on TWO here:

    http://seekingalpha.co...
    Sep 5, 2013. 08:57 AM | Likes Like |Link to Comment
  • Bonds: Don't Fear The Reaper [View article]
    Investors looking for strong yield with a management focused on protecting Book Value should look at TWO Harbors.

    http://seekingalpha.co...
    Sep 5, 2013. 08:47 AM | Likes Like |Link to Comment
  • The Time Is Now For Two Harbors [View article]
    Take a read of the earnings transcript.

    "Trevor Cranston - JMP Securities

    I guess first I just wanted to make sure I heard correctly the portfolio changes since the end of the quarter, if I understand correctly that you sold several billion of certified (ph) pools bought back the short TBA positions which was net kind of neutral to duration and slight leverage but then on top of that you also reduced the net kind of short exposure to interest rates?

    Tom Siering

    Yeah that’s exactly right. if you look at there was a slide 11 that showed that up 100 parallel shift would benefit, we would expect that to benefit by 9.9% and by reducing our net short since quarter end you can expect that number to be lower. So everything in that is correct."

    Source:
    http://seekingalpha.co...
    Sep 5, 2013. 08:39 AM | Likes Like |Link to Comment
  • American Capital Agency's Q2 2013 Dividend Compared To Its Peers [View article]
    I am sticking with hybrid REITs in this volatile rate environment. I would agree that the sell off is probably overdone but I want exposure to non agencies. http://seekingalpha.co...
    Jun 17, 2013. 09:21 AM | 1 Like Like |Link to Comment
  • Diversify Your Mortgage REIT Portfolio With MFA Financial [View article]
    Good article. I like MFA. Investors interested in hybrid reits should look at TWO - http://seekingalpha.co...
    Jun 17, 2013. 09:19 AM | 2 Likes Like |Link to Comment
  • Two Harbors: Do Not Avoid This REIT [View article]
    Smurf - Jim Grant has been quoted as saying there are no bad bonds; just bad prices. Investors who have picked through the wreckage and acquired subprime bonds at significant discounts have earned strong returns.
    Jun 6, 2013. 06:44 PM | 3 Likes Like |Link to Comment
  • Why Annaly's Decline Is Ironic And Mistaken [View article]
    I think that investors should focus on hybrid (non agency) REITS like TWO http://seekingalpha.co...
    Jun 5, 2013. 02:13 PM | Likes Like |Link to Comment
  • Diversify Your mREIT Portfolio Using Both Agency And Non-Agency Entities [View article]
    Given the low cost of commissions today, I think investors can create a decently diverse set of names in the space. I would opt for greater exposure to MFA, TWO, MTGE (non agencies). I would also pass on CIM.
    Aug 6, 2012. 05:23 PM | 1 Like Like |Link to Comment
  • Diversify Your mREIT Portfolio [View article]
    I actually own common AGNC, MFA, TWO, NLY. In addition, I own AGNC, MFA, and NLY preferred.
    Jul 22, 2012. 02:13 PM | 1 Like Like |Link to Comment
  • Diversify Your mREIT Portfolio [View article]
    eMBS.
    Jul 22, 2012. 02:12 PM | Likes Like |Link to Comment
  • Diversify Your mREIT Portfolio [View article]
    I am holding off on MTGE for now. http://seekingalpha.co.... I will revisit it soon.
    Jul 22, 2012. 02:12 PM | 1 Like Like |Link to Comment
  • Diversify Your mREIT Portfolio [View article]
    No particular reason. I need to do some work on ARR.
    Jul 22, 2012. 02:10 PM | 1 Like Like |Link to Comment
COMMENTS STATS
117 Comments
60 Likes