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ARR, BCE, CTL, CYS, FTR, IVR, KRFT, MDLZ, NLY, S, T, VZ
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  • Investors Continue To Flock To Armour [View article]
    When the fed hinted tapering for the first time in 2013, mortgage REITs share prices drop and the book values deteriorated. ARR was no different. But now it is offering healthy yield. Also it has reduced its 30 yr holdings. I never mentioned its a risk free investment. If you have a risk appetite for mREITs then its not a bad investment at $4.27.
    Jun 24 01:18 AM | 2 Likes Like |Link to Comment
  • Verizon And BCE: Which Is Better? [View article]
    wretched turkey & oilberta
    Thanks for your comments
    My analysis was based on total return. VZ has an immense growth opportunities with a large subscriber base. Moreover, competition will increase in Canada which will eventually drive down their profits.
    Jun 4 03:08 PM | 2 Likes Like |Link to Comment
  • Continuation Of Defensive Approach In 2Q Forces Change Of Thesis On ARMOUR From Bullish To Neutral [View article]
    Obviously "not indefinitely". I mentioned in the article that the management should follow the labor market closely and make adjustments in its portfolio and hedges accordingly. Fed clearly stated that they are looking at wage growth rate and labor force participation.
    Aug 21 04:00 AM | 1 Like Like |Link to Comment
  • Sustainable High Dividend Yield Attracts Investors To CYS Despite Worrying Strategies [View article]
    Yes
    Jul 20 04:57 AM | 1 Like Like |Link to Comment
  • Sustainable High Dividend Yield Attracts Investors To CYS Despite Worrying Strategies [View article]
    Yes, the dividends yield is high and its look sustainable. But I believe CYS is way more defensive given the current interest rate scenario. This would hurt its core EPS in the future.
    Jul 19 01:28 AM | 1 Like Like |Link to Comment
  • AT&T Comes First In List Of Preferred Stocks As Verizon Fails To Impress [View article]
    I believe T will rise after the 2Q earnings call due to its subscriber momentum.
    Jul 15 02:27 PM | 1 Like Like |Link to Comment
  • Attractive Net Interest Margin And Potential Price Appreciation Key Features Of MFA [View article]
    Re-performing and Non-Performing Loans.
    Sep 16 10:59 AM | Likes Like |Link to Comment
  • Continuation Of Defensive Approach In 2Q Forces Change Of Thesis On ARMOUR From Bullish To Neutral [View article]
    Thanks for pointing out. I have made the necessary changes.
    Aug 22 06:24 AM | Likes Like |Link to Comment
  • Continuation Of Defensive Approach In 2Q Forces Change Of Thesis On ARMOUR From Bullish To Neutral [View article]
    The thing is to make the best of the current situation. Right now rates are stable and low so I believe it is beneficial now to reduce hedges and maximize shareholders value.
    Obviously when labor markets starts to show signs of improvement then the company should adjust their portfolios and hedges accordingly.
    Aug 21 12:52 PM | Likes Like |Link to Comment
  • Frontier Earns Neutral Thesis Despite Attraction For Income Seekers [View article]
    Yes, it can survive in the long run but not based on its current model i.e broadband, TV, and voice services to residential and business customers. It needs to change with the technology because who knows where it could take us after 15 years.
    Currently, $0.40 dividends looks safe and sustainable.
    Aug 21 03:53 AM | Likes Like |Link to Comment
  • Annaly Moves Smartly To Lower Hedge Positions, Thereby Increasing Core EPS [View article]
    Thanks for your comment.
    Short-term rates are expected to remain close to zero as long as slacks in the labor market exist. Fed will continue with its expansionary monetary policy. So its not what I say or what NLY management believes. Its what Janet Yellen said in her testimony to Senate Committee.

    Yes, you are right they were wrong in 2Q'13 and 4Q'13. But they were right in 2Q'14 and lets hope they continue to do so.
    Aug 20 03:24 AM | Likes Like |Link to Comment
  • CYS Fails To Deliver In Q2 Earnings; Defensive Portfolio Approach Earns Neutral Rating [View article]
    1) Drop of 25% in core EPS
    2) NIM declined by 27 bps

    how one can ignore this?
    Jul 24 04:13 AM | Likes Like |Link to Comment
  • This Mortgage REIT With Its 19% Upside Potential Is A Must For Investors [View article]
    I believe interest rates will remain stable at least till the next year. So, IVR should be aggressive and divert its capital allocation to high yielding assets [diversify] along with the reduction of hedged positions.
    Jul 23 02:00 AM | Likes Like |Link to Comment
  • CenturyLink Remains A Dividend Story [View article]
    thanks siwanoy
    Jun 19 08:23 AM | Likes Like |Link to Comment
  • AT&T: High Dividend Yield With Limited Growth Opportunity [View article]
    There are no future growth drivers to expect price appreciation. However, it is true T continues to offers an attractive dividend..
    Jul 18 02:57 AM | Likes Like |Link to Comment
COMMENTS STATS
26 Comments
8 Likes