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Christopher F. Davis

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  • How To Trade The 8% Yielding Alpine Total Fund Before It Splits And Raises Its Payout [View article]
    if you go to google finance, it has the yiled as 15.95 but is counting the distribution as 6 cents (rounding up the 5.65 to 6). BUT it is using the PRE SPLIT share price to generate that yield. In reality it SHOULD used the post split price which at 4.25 would be 8.50
    Jan 8 09:59 PM | Likes Like |Link to Comment
  • How To Trade The 8% Yielding Alpine Total Fund Before It Splits And Raises Its Payout [View article]
    Yield is remaining the same (well going up because they are raising the payout 4.6%). Since the number of shares you own goes down by half, the dividend is being doulbed (not counting the 4.6% increase) to keep things the same.

    See the release: http://bit.ly/1bTb0BG
    Jan 8 09:56 PM | Likes Like |Link to Comment
  • How To Trade The 8% Yielding Alpine Total Fund Before It Splits And Raises Its Payout [View article]
    It was 2.7 but after the split it was going to be too going to 5.4 but it has been raised to 5.6 I calculated the yield based on the pre-split shareprice but use the post split payout I will submit a correction as yield is in fact 8%. It was not intention to mislead anyone at all. Just a mistake but an important error that will be rectified shortly.
    Jan 8 07:45 PM | Likes Like |Link to Comment
  • The One mREIT That Will Easily Rise In 2014 [View article]
    12 now
    Jan 8 03:16 PM | Likes Like |Link to Comment
  • The One mREIT That Will Easily Rise In 2014 [View article]
    Good. Just keep an eye on it. Its been on a tear lately.
    Jan 8 03:16 PM | Likes Like |Link to Comment
  • Seize The Opportunity If The Secondary Knocks New York Mortgage Trust Down [View article]
    Ive looked at it and MORT. But then you get all of the good AND the bad in the basket. Im trying to stick with the best performers with good managements. ....NLY and AGNC have been awful performers but have stellar managements.
    Jan 7 11:34 AM | Likes Like |Link to Comment
  • More Good News: Why These mREITs Are Poised To Rise Into 2014 [View article]
    Its up 30% in two months while others have plummetted. Its only 2% of my entire portfolio lol.
    Jan 6 02:17 PM | 2 Likes Like |Link to Comment
  • More Good News: Why These mREITs Are Poised To Rise Into 2014 [View article]
    Go to WMC. http://bit.ly/1cTATpy
    Jan 6 01:23 PM | Likes Like |Link to Comment
  • As Annaly And American Capital Disappoint, This MREIT Rises - Don't Short It [View article]
    I like NYMT. And of course have been enamored with JMI of late (30% return...33% with dividends since getting behind it). Also like $MTGE and $TWO. I just write a lot about the battleground ones.
    Jan 6 09:51 AM | Likes Like |Link to Comment
  • As Annaly And American Capital Disappoint, This MREIT Rises - Don't Short It [View article]
    Hardly justifies a short.
    Jan 6 09:31 AM | Likes Like |Link to Comment
  • The One mREIT That Will Easily Rise In 2014 [View article]
    Thank you for taking the time to check my JMI history. Bruce has a valid point that mREITs have been awful relative to SPY. Shoot, you could have invested everything in SPY and worked on the golf game and gotten 29%. That said, ~18% of my portfolio is high dividend if which mreits are 12% (also have BDCs and MLPs)). Im still in NLY and AGNC as well as MTGE and WMC. Might take a piece of NYMT, but JMI is defnitely my favorite now. I started my position in JMI at $11.00.
    Jan 2 12:20 PM | Likes Like |Link to Comment
  • AGQ - The Investment Of The Decade? [View article]
    Just be mindful that the big names are still bearish on silver (I am bullish). That said, AGQ will lose money if silver remains stagnant or trades range bound for several months due to the way the fund is set up). In other words, say silver holds 19.00 a share and only moves between 18.50 and 19.50 for 6 months, AGQ is likely to depreciate over 10%. That said, when silver does take off, AGQ will soar
    Jan 2 11:53 AM | 11 Likes Like |Link to Comment
  • JPMorgan Bullish On Gold Miners? My Immediate Recommendation [View article]
    Dont know much about LEXVF i will take a look
    Jan 2 11:48 AM | Likes Like |Link to Comment
  • The One mREIT That Will Easily Rise In 2014 [View article]
    Nice addition here jbbson thanks for sharing your thoughts and personal performance of your divvy portfolio
    Jan 2 11:46 AM | 1 Like Like |Link to Comment
  • What The Fed Meeting Really Means For Your mREIT [View article]
    Ill have to look into AI more
    Jan 2 10:08 AM | 1 Like Like |Link to Comment
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