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  • When Should You Sell Your Mortgage REITs? [View article]
    Thanks for the comment, TwistTie. Long-term mREIT investors have certainly been rewarded over the past few years...
    Mar 16, 2012. 12:32 AM | 1 Like Like |Link to Comment
  • When Should You Sell Your Mortgage REITs? [View article]
    Agreed, Fabien - management is extremely important. NLY has a great management team as well...
    Mar 16, 2012. 12:26 AM | 1 Like Like |Link to Comment
  • At What Price Should You Buy The 'Too-Big-To-Fail' Banks? [View article]
    mgpagan - If you read the article closely, we are suggesting that investors buy these stocks...just not at current levels. Patience will definitely pay off in this market environment...
    Feb 17, 2012. 10:54 AM | Likes Like |Link to Comment
  • At What Price Should You Buy The 'Too-Big-To-Fail' Banks? [View article]
    Are you serious, matty? How short-term is your thinking? BAC has been in the $5.00-$5.50 range three different times over the past five months alone. What makes you think it won't retest that level on a pullback??

    And to answer your question...no, we do not see BAC getting support at the 50-day moving average. We think the TBTF banks will get hit pretty hard on a significant pullback...and we would definitely be a buyer at the right price...
    Feb 17, 2012. 10:46 AM | Likes Like |Link to Comment
  • Will Your Portfolio Survive The Great Deleveraging? [View article]
    Hi Tomami, thanks for the comments. Owning both MO and PM is a good idea (we own both). MO derives most of its revenues from the U.S...while PM derives almost all of its revenues internationally.
    Feb 16, 2012. 10:25 AM | Likes Like |Link to Comment
  • Will Your Portfolio Survive The Great Deleveraging? [View article]
    Thanks vorgriff. Any particular tickers?
    Feb 15, 2012. 02:49 PM | Likes Like |Link to Comment
  • Will Your Portfolio Survive The Great Deleveraging? [View article]
    Thanks for reading and thanks for the comments, Jay. Patience will definitely payoff in this market...
    Feb 15, 2012. 01:56 PM | Likes Like |Link to Comment
  • 5 Stocks With Strong Trends To Consider Buying On A Pullback [View article]
    We think it is a real possibility...$450 is only a 10% drop from current levels. Look how volatile the stock has been today...$24 range from high to low. Patience will definitely pay off in this market...
    Feb 15, 2012. 01:19 PM | Likes Like |Link to Comment
  • Will Your Portfolio Survive The Great Deleveraging? [View article]
    Thanks for the comments, mostserene1. Please let us know if you have any other constructive feedback for us or if there is a different type of analysis that you would like to see...our goal is to provide solid, actionable ideas and strategies for the do-it-yourself investor...
    Feb 15, 2012. 01:09 PM | Likes Like |Link to Comment
  • Will Your Portfolio Survive The Great Deleveraging? [View article]
    Thanks, billiejones! That means alot coming from you. While we enjoy the back and forth on CIM, its good to be on the same page with you on this one. We actually like the risk-reward profile of KFN. If the economy chugs along slowly and the credit markets remain strong, KFN will be a safe play. However, if the economy takes a turn for the worse or if credit freezes up again, its probably not a place you want to be (hence the high beta). We'll take a look at putting together a more detailed analysis on the stock.

    Thanks again for the comments, we appreciate it...
    Feb 15, 2012. 01:05 PM | Likes Like |Link to Comment
  • Will Your Portfolio Survive The Great Deleveraging? [View article]
    Thanks for the comments, Tradevestor...we are glad that you are finding value in the articles. Please don't hesitate to shoot us an email if you have any suggestions regarding content and structure of future articles. We welcome any constructive feedback. If we aren't providing value for you and other readers then we aren't accomplishing our goal...
    Feb 15, 2012. 12:57 PM | Likes Like |Link to Comment
  • 5 Stocks With Strong Trends To Consider Buying On A Pullback [View article]
    Agreed...which is why that level is a safe entry point...
    Feb 15, 2012. 08:58 AM | Likes Like |Link to Comment
  • Sell Chimera Before The Earnings Announcement Tonight [View article]
    Mbford/mrmystery - the exact timing of the article is irrelevant...the point was to consider taking profits before the earnings announcement. Whether earnings were announced on Feb 9 or sometime next week...the advice is still relevant.

    We have done extensive research on mREITs and we believe that CIM is one of the riskiest stocks in the space. This is our opinion and we wanted to share it with investors so that they can make their own informed decisions...
    Feb 11, 2012. 08:58 AM | Likes Like |Link to Comment
  • Buy Zones: 5 Dividend Stocks Retirees Should Buy On A Pullback [View article]
    Unfortunately, Tradevestor...a significant pullback will bring prices down across the board (even these high quality dividend stocks). Don't forget that PM was at $69.00 only a few short months ago...as a matter of fact, the stock hit $60.00 on the last major pullback (October 2011).

    Keep some cash on the sidelines and be patient...
    Feb 10, 2012. 10:44 AM | 1 Like Like |Link to Comment
  • Buy Zones: 5 Dividend Stocks Retirees Should Buy On A Pullback [View article]
    Hi dsorchestra90 - if we get a big pullback in the market, $69.00 is a real possibility for PM. As you can see in the chart, that is where the near-term support is...
    Feb 10, 2012. 10:39 AM | Likes Like |Link to Comment
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