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  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    i guess BKCC would fall in that category as well? Not sure if this metric would work since calculating book value would be much more subjective than an mREIT, since the paper they would hold is subject to the health of the companies they are investing in.
    Jul 14, 2015. 02:57 PM | Likes Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    Thanks BeeMan! i can update after all the earnings reports are in and easily add NRZ... what does BDC stand for?
    Jul 14, 2015. 01:20 PM | Likes Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    we are ind pros and we use it and it kept us from losing our buts on AGNC, NLY, HTS, and many others over the last 4 years. the metric said stay away from those popular choices and it was a good thing for us that we did
    Jul 11, 2015. 08:08 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp. Is The Cheaper Version Of Orchid Island Capital [View article]
    that is unfortunately very true, however i have found (CMO) earnings to be simple straight forward and clear. I wrote an article about it a few months back. They have a much less complex business model than most of the big boys.
    Jul 8, 2015. 02:23 PM | 1 Like Like |Link to Comment
  • American Capital Agency Corp. Is The Cheaper Version Of Orchid Island Capital [View article]
    part of the problem in "digging" through results from AGNC is that often they are convoluted, misleading, and intentionally vague. And it follows suit since they have alot to hide.
    Jul 8, 2015. 12:52 PM | Likes Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    thanks for reading brotha!
    Jul 7, 2015. 04:33 PM | Likes Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    thanks for pointing out the ARR div amount error. I see its .04 monthly. I have made the corrections and submitted them.
    Jul 7, 2015. 07:35 AM | 1 Like Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    is (SCEDN) a pink sheet?
    Jul 7, 2015. 07:15 AM | 1 Like Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    i saw their last dividend was .04 and i annualized it out to be quarterly when it is monthly. Sorry for the error, i have submitted corrections. Thanks for reading
    Jul 7, 2015. 07:13 AM | Likes Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    i saw they cut their last dividend to .04 so i annualized it out. Thanks for the information, i will correct it
    Jul 7, 2015. 07:05 AM | 1 Like Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    I believe most companies back out preferred stock equities in their stated common book value reports. At least they should. I know (CMO) does. Thanks for reading and for your comments
    Jul 7, 2015. 07:04 AM | 1 Like Like |Link to Comment
  • Dispelling The 'Value' Myths About Discount To Book Value [View article]
    Thanks Joe, Good luck with you investments
    Jul 6, 2015. 08:25 PM | Likes Like |Link to Comment
  • American Capital Agency Corp. Is The Cheaper Version Of Orchid Island Capital [View article]
    the problem (AGNC) has is that they cannot be transparent because if they were it would reveal just how badly they are managing risk. Their yield to book value is lower than (CMO), which has a fraction of the duration risk. That is a great example of terrible risk management.
    Jul 6, 2015. 10:47 AM | Likes Like |Link to Comment
  • American Capital Agency Corp. Is The Cheaper Version Of Orchid Island Capital [View article]
    Discount to Book Value is often not an indication of value, but more often an indication of risk. Many investors have purchased mREITS at discount to book value thinking they were values, and all they ended up being were value traps.
    Jul 6, 2015. 10:46 AM | 1 Like Like |Link to Comment
  • If Interest Rate Risk Avoidance Is Your Thing, Then Hatteras Is The Stock Of Choice For You [View article]
    thanks Pos... knowing what i know now along with what i knew before... i think i will still pass on HTS. lol.
    Jun 26, 2015. 03:46 PM | Likes Like |Link to Comment
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