Seeking Alpha
  • Matthew Davis
    ANH, is the .02 cent divy cut priced in at a $1 discount to what it was trading at last quarter?
    10/23/11
    Reply (5)
    • Ocean Man: Those are facing multiple headwinds - national refi, SEC saying no more leverage, Op Twist reducing spread, maybe losing tax exemption.
      10/23/11
    • Matthew Davis: How many of these things do you expect to pass?
      10/23/11
    • Ocean Man: Don't know, but all are significant. Big yield comes with big risk, no surprise there.
      10/24/11
    • Matthew Davis: Still, nothing has affect the MReits too much, and the re-fi plan has been tried 4 times already
      10/24/11
    • Matthew Davis: Told ya...
      10/24/11