Matthew D. McCall

9 New High Candidates

Thanks for comment, just a quick thought.

I agree with ADM and AUY. Also own SLV.

I do agree oil is moving higher, but would look at move leveraged plays such as PBR (I also own).



On May 20 03:40 PM Socialism cannot compete! wrote:

> My picks (seekingalpha.com/symbo...):
>
> KO (nice call with falling dollar -- glad I got in a week ago!)<br/>ADM
> (grains = recession proof; we are not out of the woods yet, but must
> always eat)
> BP (oil on the way back up, nice dividend!!)
> AUY (inflation play)
> SLV (inflation play)

9 New High Candidates

Good points. CMO deals mainly with residential ARM, government-backed mortgages. Also dividend was raised last quarter to $0.56/share from $0.36 in fourth quarter and $0.55 in third quarter of 2008.


On May 20 07:48 AM doubleguns wrote:

> CMO with a $1.98 earnings cant support the dividend. Don't count
> on that dividend to hold up.
>
> If they are in commercial mortgages don't count on the stock price
> to hold up over the coming expected correction in this market either.