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MobilePreacher

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  • Should An Intelligent REIT Investor Buy CapStead Mortgage? [View article]
    User, dont be anonymous :-)
    Mar 26 08:41 PM | Likes Like |Link to Comment
  • Should An Intelligent REIT Investor Buy CapStead Mortgage? [View article]
    Brad sorry if my post was rude and personal.. was not my intention. I do disagree with most of your conclusions however
    Mar 26 09:49 AM | Likes Like |Link to Comment
  • Should An Intelligent REIT Investor Buy CapStead Mortgage? [View article]
    anonymous user 44725 i dont care about pumping the articles. the money from them is such a pittance. Those articles were written to educate people, and when i reference them it is for that reason. Why would i "pump" my own articles that are months old? What benefit do i get? None, just a more educated investor base.
    Mar 26 09:45 AM | Likes Like |Link to Comment
  • Should An Intelligent REIT Investor Buy CapStead Mortgage? [View article]
    if you really want to know what CMO is and its risks... read these articles...

    http://seekingalpha.co...

    http://seekingalpha.co...
    Mar 25 09:31 AM | Likes Like |Link to Comment
  • Should An Intelligent REIT Investor Buy CapStead Mortgage? [View article]
    well yucca, i just didnt want to take 20 minutes out of my life to lay out all the flaws in the article. All you would need to do to repair the "dent" in my credibility is read my past three articles on CMO.
    Mar 25 09:18 AM | 1 Like Like |Link to Comment
  • Should An Intelligent REIT Investor Buy CapStead Mortgage? [View article]
    Just a little research would have saved you embarrassment about the history of CMO's earnings, dividends, etc... you should know that CMO completely changed their strategy a few years ago. Also your article is rife with simple misunderstandings of what CMO is... this is really a terrible article. I am amazed sometimes at what Seeking Alpha allows to be published anymore. But hey its America, everyone is entitled to their opinion
    Mar 25 07:09 AM | 6 Likes Like |Link to Comment
  • Capstead Mortgage boosts payout nearly 10% [View news story]
    actually CMO had been trading below book value for quite some time until their recent earnings report, albeit a much smaller discount to book than the rest of the sector. Right now the shares are trading at a pretty good premium to book, therefore if they sold shares at a price greater than their book value the actually can decrease leverage and raise more cash for other assets.
    Mar 15 08:11 AM | Likes Like |Link to Comment
  • Capstead Mortgage boosts payout nearly 10% [View news story]
    CMO book value is important... it has remained very stable compared to its peers. Right now CMO is trading at a significant premium to book however. this could be do to people knowing the yield would increase or the expectation that the book value will increase. either way its a bit pricey right now. frankly i wouldnt mind the company selling some shares at this level
    Mar 14 08:15 AM | Likes Like |Link to Comment
  • Capstead Mortgage boosts payout nearly 10% [View news story]
    its not just that its arms...other mREITS with arms got crushed...CMO has the absolute shortest duration risk in the industry by far. their portfolio is the least risky on every metric, default, duration, and against tightening spreads.. the biggest two risks for CMO are moves in the common equity in market sympathy and prepayments.
    Mar 14 08:13 AM | Likes Like |Link to Comment
  • Capstead Mortgage boosts payout nearly 10% [View news story]
    contrary to the cult following of other mREITs out there, CMO proves to be the most stable, least risky, most well run mREIT in the industry. the stock chart and the yield chart prove the facts.
    Mar 13 08:15 AM | Likes Like |Link to Comment
  • American Capital Agency - Is Hatteras Cheap Or Is It Something Else? [View article]
    excellent article.. well written, not too long, but full of important data and information. In addition your conclusions are balanced and fair. You didn't get personal, you just stated facts and gave everyone something real to consider. Well done
    Feb 17 07:20 AM | Likes Like |Link to Comment
  • American Capital Agency: Conference Call Turned Circus Act [View article]
    COBeeMan... I have been very critical of CMO when appropriate... IIn fact i wrote two Seeking Alpha articles that were very critical of CMO, so much so that management actually sent me private messages voicing their displeasure with my criticism... So in reality, you are wrong to say i treat CMO like others treat AGNC.
    That being said, you are right that its a less risky security than AGNC by a long shot
    Feb 13 07:20 AM | Likes Like |Link to Comment
  • American Capital Agency: Conference Call Turned Circus Act [View article]
    you are correct, our bearishness was for the borrow short duration, buy long duration part of the mREIT sector... that is why it was foolish for anyone to say that i had some sort of personal vendetta against Kain.
    Feb 12 10:54 AM | Likes Like |Link to Comment
  • American Capital Agency: Conference Call Turned Circus Act [View article]
    i h ave no personal vendetta against AGNC... thats just a silly charge for you to make. But it does show the emotion that has gripped this debate. As for return on equity... tell me how poeple that bought AGNC in January of 2013 have faired. You can pick any entry point to justify the performance, but to couch 2013 as anything other than a bad one for the sector (with the exception of CMO) is denial. As for your investment in AGNC, i hope you make a killing.
    Feb 12 09:16 AM | Likes Like |Link to Comment
  • American Capital Agency: Conference Call Turned Circus Act [View article]
    well Div's he can run his company... and frankly if you are honest you could admit he has made tons of mistakes... mistakes that many on S.A. predicted and saw coming over 15 months ago. But my point was not to criticize Kain... my point was to criticize those that think he can do no wrong, when in fact AGNC is responsible for massive shareholder losses in the last year. Of course he is a smart, intelligent man, who has accomplished much... but my criticisms are not Monday morning quarterbacking... They were before kickoff predictions. That being said, there certainly has been value created in the sector. His move to buy other mREITS may prove to be a very profitable one for him and AGNC, but that was not the point of my post.
    Feb 12 06:13 AM | Likes Like |Link to Comment
COMMENTS STATS
417 Comments
269 Likes