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MobilePreacher

 
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  • Capstead Mortgage's (CMO) CEO Andy Jacobs on Q3 2014 Results - Earnings Call Transcript [View article]
    This company should hold seminars on how to run a quarterly conference call. Clean, simple, no ambiguity, transparent, open... Good job Andrew and team
    Nov 2 05:22 PM | Likes Like |Link to Comment
  • Update: Capstead Mortgage Reports Q3 Earnings - How They Impact My Outlook [View article]
    Everyone. i strongly urge you to listen to ALL the conference calls of any stock you own. Especially in the mREIT sector. Its crazy not to.
    Nov 1 01:06 PM | Likes Like |Link to Comment
  • Update: Capstead Mortgage Reports Q3 Earnings - How They Impact My Outlook [View article]
    Rsclrus, in fact the CEO address that very issue in the conference call. He clarified that the fed actions one way or another really have no issue on CMO fundamentals. it may affect the pricing of the stock in sympathy with other stocks in the sector, but fundamentally, QE didnt really involve any of the type of assets CMO has in its portfolio
    Nov 1 01:05 PM | 1 Like Like |Link to Comment
  • Update: Capstead Mortgage Reports Q3 Earnings - How They Impact My Outlook [View article]
    i listened to the conference call. I listen to all of them. The company actually warned that prepayments would tick up through the summer months and then recede in September. Preypays are THE reason for the hit to earnings. It is the biggest risk quarter to quarter for CMO since their net duration exposure is 1 1/4 months. Yes you read that right... duration risk is 1 1/4 months. This was all projected after Q2 by the company. There is value in listening to the conference calls of these companies.
    Oct 31 07:29 AM | Likes Like |Link to Comment
  • Is This The Most Stable Of The mREITs? [View article]
    the performance the last couple weeks was directly tied to people selling the mREIT etf and panic selling that caused people to indiscriminately dump all mREITS... as a CMO investor, we like this, because we buy when stupid money sells for stupid reasons. Dont panic... be calm, and buy CMO :-)
    Oct 12 04:47 PM | Likes Like |Link to Comment
  • Is This The Most Stable Of The mREITs? [View article]
    you are correct, most people dont really understand why and how CMO is totally different than most of its brethren. Ignorance has kept CMO out of the limelight. Thats ok by me. When stupid money sells off CMO with other mReits, i buy it and its preferred, CMO.E
    Oct 12 04:45 PM | Likes Like |Link to Comment
  • Is This The Most Stable Of The mREITs? [View article]
    Some on SA like myself have been talking about (CMO) for three years, while people lost 40-60% of their invested capital because of depreciation in the likes of (AGNC), (NLY), etc. Your conclusions about the stability and safety of CMO compared to its peers are spot on.
    Oct 12 04:43 PM | 1 Like Like |Link to Comment
  • 10%+ Dividend Payer Capstead Mortgage Corp. Is Just Loping Along To Profits. [View article]
    that is correct voice. People love the sexy ones like AGNC, NLY, and ARR, but the real money is made slowly in (NYSE:CMO)
    Aug 11 09:24 AM | Likes Like |Link to Comment
  • 10%+ Dividend Payer Capstead Mortgage Corp. Is Just Loping Along To Profits. [View article]
    This an excellent article, you did a great job explaining how CMO is superior to all over mREITS if you are an investor interested in capital preservation and steady income. You are right its not flashy, but that is what you should look for in an income structure. (NYSE:CMO) is by far the safest mREIT out there. In addition its probably one of the most shareholder frlendly as far as corprate governance and transparency. This is born out by the fact that its the only mREIT that is trading at a premium to book value. As a long time, big time (CMO) investor, you get an "A" from me. Good article David
    Aug 2 07:57 AM | 1 Like Like |Link to Comment
  • Should An Intelligent REIT Investor Buy CapStead Mortgage? [View article]
    i have been using CMO and its preferred shares since 2009 to pay my mortgage, property taxes and insurance, and utilities.... just sayin' :-)
    Apr 17 09:06 AM | 1 Like Like |Link to Comment
  • A Few Reasons Why I'm Attracted To Capstead Mortgage And Its Double-Digit Yield [View article]
    congrats marley, hope it works out for you. Good luck! and thanks for the kind words.
    Apr 10 12:28 PM | Likes Like |Link to Comment
  • A Few Reasons Why I'm Attracted To Capstead Mortgage And Its Double-Digit Yield [View article]
    we are in agreement COB.... i can feel the warm fuzzies from here in sunny Sarasota :-)
    Apr 9 12:15 PM | 1 Like Like |Link to Comment
  • A Few Reasons Why I'm Attracted To Capstead Mortgage And Its Double-Digit Yield [View article]
    well in june of last year that was the trade, it was probably the worst month historically for MBS in history... CMO fundamentals held up very well, the rest were crushed and lost a ton of money
    Apr 8 03:18 PM | Likes Like |Link to Comment
  • A Few Reasons Why I'm Attracted To Capstead Mortgage And Its Double-Digit Yield [View article]
    actually i think slowly rising rates would be fabulous for CMO as their stuff resets higher. as a CMO shareholder i want slowing rising rates. thats what their port is designed for.
    Apr 8 10:09 AM | Likes Like |Link to Comment
  • A Few Reasons Why I'm Attracted To Capstead Mortgage And Its Double-Digit Yield [View article]
    I am not concerned about the leverage... back in June we had such a move and CMO's portfolio held up wonderfully. CMO is the least risky, most conservative mREIT in the sector hands down.. It has its risks like any security of course.
    Apr 8 07:06 AM | Likes Like |Link to Comment
More on CMO by MobilePreacher
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