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  • Avoiding Annaly Capital [View article]
    Agreed, madev1138...NLY should continue to perform well while interest rates remain low.

    NLY management has slowly been reducing its leverage (see chart in the article below) which has been the main driver of the dividend reduction. While lower leverage leads to lower profits (and dividends), it also reduces risk. We view this as a positive risk management technique, which is why we are still bullish on NLY.

    http://seekingalpha.co...
    Dec 22, 2011. 09:23 AM | 6 Likes Like |Link to Comment
  • Top Dividend Stocks For 2012: Altria Keeps America Smoking [View article]
    You are correct, howard...this only strengthens the thesis. Americans aren't going to stop drinking beer in 2012 either...
    Dec 21, 2011. 02:31 PM | 1 Like Like |Link to Comment
  • Top Dividend Stocks For 2012: Altria Keeps America Smoking [View article]
    excellent point, SPRINTNVP...
    Dec 21, 2011. 02:30 PM | Likes Like |Link to Comment
  • When The Relief Rally Fades, Buy These Low-Beta Dividend Stocks On The Dip [View article]
    Hi georgeporge - We are generally very defensive in nature right now and we think ever investor should have some exposure to precious metals as well. GLD is great, but we also recommend that investors buy physical gold and silver if they can. 15-20% of our model portfolio is currently in precious metals...
    Dec 3, 2011. 06:09 PM | Likes Like |Link to Comment
  • When The Relief Rally Fades, Buy These Low-Beta Dividend Stocks On The Dip [View article]
    Hi IZZKUBE - that is a typo in the article...it should read: "At $40, SO's dividend yield would be 4.7%."
    Dec 3, 2011. 06:02 PM | Likes Like |Link to Comment
  • MFA Financial: Short Candidate On The Rise [View article]
    Adam - nice piece. We agree with your logic here. However, not sure that you would ever make any money shorting a $6 stock with a 15%+ dividend. MFA will likely be a slow bleed and the dividend would kill you on the short side. Probably best just to avoid it going forward (or sell it if you are long). We sold our MFA position back in Sept. based on similar concerns...
    Dec 1, 2011. 09:16 AM | Likes Like |Link to Comment
  • Chimera: An mREIT Not Worth Owning [View article]
    billiejones - We can agree to disagree. The sweeping generalization about our research was unnecessary and unappreciated. We aren't afraid to call a spade a spade...and we try to back up our assertions with facts.

    We like mREITs in general, but CIM is a dog in our mind due to the facts highlighted in the article.

    It sounds like you disagree with our assertion about CIM's portfolio valuation. Instead of trying to bash our credibility, why don't you respond with some facts of your own and we can have a productive dialog.

    Regarding the BAC cash-secured put trade...we think its a trade with a phenomenal risk/reward profile. Anyone who wants to learn more about the trade can click the link below...

    http://seekingalpha.co...
    Nov 30, 2011. 12:08 AM | 1 Like Like |Link to Comment
  • Chimera: An mREIT Not Worth Owning [View article]
    Thanks for sharing, Taymere...
    Nov 29, 2011. 09:52 PM | Likes Like |Link to Comment
  • Chimera: An mREIT Not Worth Owning [View article]
    Amen, brother...
    Nov 29, 2011. 04:00 PM | 1 Like Like |Link to Comment
  • Chimera: An mREIT Not Worth Owning [View article]
    1raptor - All Seeking Alpha contributors definitely do not share the same opinions. Someone on SA may have recommended CIM in January, but Parsimony Investment Reseach did not.
    Nov 29, 2011. 01:50 PM | Likes Like |Link to Comment
  • Chimera: An mREIT Not Worth Owning [View article]
    Thanks for the comment, yj. CIM investors are also enamored with the low dollar price of the stock ($2.60)...they are hoping to get rich if the stock doubles or triples...
    Nov 29, 2011. 01:33 PM | Likes Like |Link to Comment
  • Buy Gold Ahead Of QE3 [View article]
    That is correct, bread111...we think QE3 is inevitable...
    Nov 29, 2011. 12:56 PM | 3 Likes Like |Link to Comment
  • Philip Morris: My Favorite 2012 Dividend Stock Idea [View article]
    TJ - We like the stock as well. You are correct, choosing the right stocks is more important than ever...

    PIR
    Nov 29, 2011. 12:54 PM | 2 Likes Like |Link to Comment
  • Chimera: An mREIT Not Worth Owning [View article]
    For the record...we have NEVER suggested than anyone buy CIM...
    Nov 29, 2011. 12:47 PM | 1 Like Like |Link to Comment
  • Chimera: An mREIT Not Worth Owning [View article]
    Ernest - you are correct...but their non-agency book is currently valued below their "deep-discounted" cost basis...
    Nov 29, 2011. 12:42 PM | 1 Like Like |Link to Comment
COMMENTS STATS
768 Comments
648 Likes