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  • Chimera: An mREIT Not Worth Owning [View article]
    We have updated all the numbers for the recent quarter and highlighted some additional risks...and the situation still looks grim for CIM. We love mREITs in general...but non-agency focused REITs are not worth the risk in the current environment. Why would you hold onto CIM and wait for it to turn around if you can invest in a less risky agency REIT (e.g., AGNC or NLY) with a similar yield?
    Nov 29, 2011. 10:19 AM | 2 Likes Like |Link to Comment
  • Buy Gold Ahead Of QE3 [View article]
    Thanks for sharing, John124...
    Nov 29, 2011. 10:00 AM | Likes Like |Link to Comment
  • Buy Gold Ahead Of QE3 [View article]
    Agreed!
    Nov 29, 2011. 09:59 AM | Likes Like |Link to Comment
  • Why I'm Betting That Wells Fargo Is Here To Stay [View article]
    You are correct...that was a typo...
    Nov 28, 2011. 09:26 PM | Likes Like |Link to Comment
  • Why I'm Betting That Wells Fargo Is Here To Stay [View article]
    That certainly doesn't hurt, donzoab...
    Nov 28, 2011. 04:08 PM | Likes Like |Link to Comment
  • Gold, Inflation And Lessons From Latin America [View article]
    Hollywood65, you are correct...everyone should read this book...
    Nov 28, 2011. 12:57 PM | 1 Like Like |Link to Comment
  • Is Your Portfolio Ready For The 'Great Deleveraging?' [View article]
    dancing diva - you are correct about utility stocks. We only highlighted a few names for this article and the list was by no means exhaustive...stayed tuned for part II of the article...
    Nov 27, 2011. 11:01 PM | Likes Like |Link to Comment
  • Is Your Portfolio Ready For The 'Great Deleveraging?' [View article]
    Well said, Desmios...
    Nov 27, 2011. 10:58 PM | 1 Like Like |Link to Comment
  • High Yield Market Is Setting Up For A Pullback - Remain Cautious On BDCs [View article]
    Fair point, Peter...
    Nov 27, 2011. 03:29 PM | 2 Likes Like |Link to Comment
  • Is Your Portfolio Ready For The 'Great Deleveraging?' [View article]
    Anon4 - do you have a link that you can share with other readers? Thanks.
    Nov 27, 2011. 02:08 PM | Likes Like |Link to Comment
  • Is Your Portfolio Ready For The 'Great Deleveraging?' [View article]
    css1971 - We believe that the "ink fairies" will definitely keep rates low for the foreseeable future. All the more reason to allocate some capital to low beta dividend stocks. As you know, there are ways to hedge downside risk if you think the situation is getting too hairy...
    Nov 27, 2011. 02:04 PM | 5 Likes Like |Link to Comment
  • Is Your Portfolio Ready For The 'Great Deleveraging?' [View article]
    Flash9 - we definitely don't dispute the fact that general market risk remains high. However, these low beta stocks should hold up relatively well in a bear market and they will provide investors with stable yields...
    Nov 27, 2011. 01:58 PM | 1 Like Like |Link to Comment
  • High Yield Market Is Setting Up For A Pullback - Remain Cautious On BDCs [View article]
    Hi richjoy403 - MAIN held up pretty well last week behind the news that it expanded its credit facility to $210MM from $155MM. We would keep a close eye on it though as higher leverage increases the downside risk...
    Nov 27, 2011. 01:42 PM | Likes Like |Link to Comment
  • High Yield Market Is Setting Up For A Pullback - Remain Cautious On BDCs [View article]
    Hi northhills24 - The charts of HYG and JNK are almost identical. JNK is more actively traded, which is why we highlighted it in the article...
    Nov 27, 2011. 01:37 PM | 1 Like Like |Link to Comment
  • Profiting From The Survival Of BAC [View article]
    We hear you Gatesh...but where are you going to find that kind of yield with over a 40% margin of safety?!? Seems like a good use of cash to us...
    Nov 27, 2011. 01:32 PM | 2 Likes Like |Link to Comment
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