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  • Mortgage REITs Rise From Ashes
    on Feb 13, 2008 ACAS, CIM, MFA    
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  1. SLW on Consolidation to Crank Up CPRs?: Are you sure most GSE debt is sold to AGNC, NLY, etc. at a... more »
  2. George Spritzer on Resource Capital's Dividend Dilemma: RSO can be used as a short term trading vehicle, but over the long... more »
  3. drbob66 on Agency-Backed Mortgage REITs at a Crossroads: They won't. They will be kept low "for an extended period of... more »
  4. Patrick Harden on Recourse Debt Roils CRE-Backed Mortgage REITs: FYI, Anthracite Capital was delisted from the NYSE as of this... more »
  5. stocknerd on Agency-Backed Mortgage REITs at a Crossroads: Yea, but what happens when interest rates climb in 2010? more »
  6. Taymere on Agency-Backed Mortgage REITs at a Crossroads: Actually I think MFA's strategy (3), like IVR's, is more... more »
  7. jimmy46 on Thornburg Is a Great Buy on This Dip: AND a year latter we can see Mr Mortgage made the insightful call. more »
  8. beaux on Agency-Backed Mortgage REITs at a Crossroads: Given that NLY is a buyer of fixed rate MBS their risk stems net... more »
  9. 6343escortsr on Agency-Backed Mortgage REITs at a Crossroads: MFA has done nothing but go down; however it still pays a good... more »
  10. maryanne on Agency-Backed Mortgage REITs at a Crossroads: thanks for insight into all of them as I own all of them. spreads... more »
  11. Alan Young on Agency-Backed Mortgage REITs at a Crossroads: Thank you for trying to clarify a very lucrative but mysterious... more »
  12. Crocodilian on Agency-Backed Mortgage REITs at a Crossroads: Thank you for the post. I'd be curious to hear more. I've listened... more »
  13. YoYoMama on Resource Capital's Dividend Dilemma: This isn't a great time anyway to be looking at REITs anyway. ... more »
  14. a. palmer jr. on Resource Capital's Dividend Dilemma: Isn't that the reason people buy these shares, for the high dividend? more »
  15. Patrick Harden on Resource Capital's Dividend Dilemma: REITs have to pay out 90% of their ordinary taxable income to... more »